Scifo Estate Planning has developed a number of wealth creation strategies
that respect the age of our clients. When discussing these strategies
with our clientele, we are often heard saying "the older you are
the better it gets". Many of our strategies build wealth faster
the more senior the client is. The basic premise of these strategies
is to put 'dormant principal' to work for you.
Dormant principal is money you have in investment vehicles
making a minimum return. For example, IRA or retirement money for
which you are only withdrawing the minimum allowed by law if any at
all, or municipal bond that you have been rolling over year after
year.
Your present strategies have worked for you till now as they were
supposed to. While many of your investment strategies were appropriate
and worked well for you when you were younger, there are most likely
better strategies that take advantage of your age and can greatly
increase the net return to you and your estate.
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