Employer Owned Life Insurance TAX Trap
Life insurance death benefits are normally tax free. However, there is a tax trap to be aware of when purchasing employer-owned life...
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Barry Boscoe
- May 1
Pension Protection Act: A Way to Convert Taxable to Non-Taxable
I was recently asked to speak on a radio show regarding the Pension Protection Act. What follows is the dialogue between the host and...
Barry Boscoe
- Jan 31
Planning for incapacity
Waiting until a plan is needed may be too late. While the risk of disability maybe just as/or possibly more likely than death, many...
Barry Boscoe
- Dec 1, 2022
Long Term Care Insurance is Changing
For many years the federal government and various states have provided incentives for individuals to purchase Long Term Care insurance...
Barry Boscoe
- Jul 5, 2022
Long Term Care – The Alternative Investment
When would you have thought that long term care insurance would be considered an investment? For high net worth individuals, utilizing...
Barry Boscoe
- Jun 7, 2022
How much of your long-term care expenses are you willing or able to pay out of your resources?
Where do you want to receive your care, i.e., your home, a facility, etc.? Where do you plan to live when you retire? Who will need...
Barry Boscoe
- Nov 2, 2021
Evaluating the Risks of Long Term Care
Most people look forward to living a long, healthy life, planning and investing throughout their working years with the goal in mind of...
Barry Boscoe
- Nov 2, 2021
Long Term Care – The Alternative Investment
When would you have thought that long term care insurance would be considered an investment? For high net worth individuals, utilizing ...
Barry Boscoe
- Nov 2, 2021
Long Term Care Filial Responsibility
Believe it or not, twenty-nine states, including California, have filial responsibility laws on their books. These laws can be used to go...
Barry Boscoe
- Nov 2, 2021
Long Term Care Planning Process
As a follow up to last month’s wealth tip wherein we discussed the risks associated with needing long term care, we are now going to ...
Barry Boscoe
- Nov 2, 2021
Long Term Care: A Creative Way to Protect Against
The old adage “I am scared of getting old. I am scared of being ill,” often quoted by Ben Stein, reflects the uncertainty of the ...
Barry Boscoe
- Nov 1, 2021
Long Term Care: Comfort or Crisis
© 2002 Sharon McRee and Galen Griepp Most of us have given only passing thought to the subject of “long-term care.” Even when we have...
Barry Boscoe
- Nov 1, 2021
Long Term Health Care
Reprinted by permission of the Los Angeles Business Journal ™ Ask anyone 60 years and older whether he or she will ever wind up in a ...
Barry Boscoe
- Nov 1, 2021
Long Term Care vs Chronic Illness
10,000 Baby Boomers are turning age 65 every day for the next fourteen years. With this advent, the institutions of aging will likely...
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