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Alpern Rosenthal Financial Services LLC

Case Studies

• For an 84 year-old woman with a $4M taxable estate (including a $1M IRA), we devised a strategy that removed $1M from the estate and leveraged it into a $3M tax-free legacy for her heirs.
• For a 60 year-old lawyer and his wife, we calculated the minimum return and cash flow needed to live the lives they want to live. Adjusted the portfolio accordingly, resulting in lower volatility and increased cash flow. Used incremental cash flow to make annual gifts to son, both for current use and in a legacy trust.
• For a 55 year-old hospital administrator and her husband, we calculated the estimated estate tax due. Began pre-59.5 distributions from an IRA to provide for a college fund for future generations.
• For a 59 year-old successful business owner and his wife, we advised them on the sale of his business, using the proceeds to generate $1M tax-free income for life. Using their excess cash flow, contributions were made to numerous charitable organizations, fulfilling their philanthropic needs. Also used his annual gift exclusions to create a family bank for his daughters and granddaughter.

Disclaimer

Alpern Rosenthal is not affiliated with or endorsed by LPL Financial.

No information on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of each jurisdiction. The LPL Financial Registered Representatives associated with this site may only discuss securities or transact business with persons who are residents of, but not limited to, AL, CA, CO, FL, GA, IL, KY, MA, MD, MI, NC, OH, PA, TX, VA.

If your state of residence is not listed, please locate an LPL Financial Registered Representative in your state of residence by accessing www.lpl.com or calling 1.800.877.7210. Securities, financial planning and advisory services offered through LPL Financial, a Registered Investment Advisor Member of the Financial Industry Regulatory Authority (FINRA) / Securities Investor Protection Corporation (SIPC).