Barry BoscoeMar 12Navigating the Sequence of Returns Risk in Retirement PlanningThe Challenge of Retiring in a Down Market Retiring during a market downturn presents unique challenges, often requiring meticulous...
Barry BoscoeFeb 14Modern Approaches to Modifying Irrevocable TrustsThe Mythos of Irrevocability Despite prevailing assumptions, an irrevocable trust, often regarded as fixed and unchangeable after its...
Barry BoscoeMar 29, 20232023 Estate & Gift Tax ChangesThe index used for increases in estate and gift tax exemptions is the chained Consumer Price Index for all Urban Consumers. Due to the...
Barry BoscoeNov 2, 2021A $5,000,000 Present from the GovernmentThe government has put on our plates a once in a million, lifetime gift of a $5,000,000 tax break. Never before has this type of gift...