Life insurance plans can offer benefits when you need it most… and I'm talking about while you’re still living.
The LGBT Community is bracing itself under the new Trump Administration. It’s not a time to panic, but it is time for members of the community to get their houses in order.
An "observation loophole" trending among hospitals can lead to sticker shock and unexpected, high out-of-pocket costs for seniors on Medicare entering nursing care.
Medicare is great insurance, it just has a few holes and gaps.
So how do we make changes to an irrevocable plan? It’s a little complicated, but it is doable.
There is an unfortunate article circulating online about a man named Tom Doyle who lost his partner Bill Cornwell who is being forced out of his home by the family.
Potential creditors, divorcing spouses, or a problem-in-law: How certain are you that your estate will eventually make it to your grandkids? Find out at my upcoming seminar.
In July, our legal assistant, Kayou Lee, received an email from an inquisitive ninth grade homeschooler with an unusual personal request. Fourteen-year-old Alyce from Henderson County always wanted to be in law enforcement, and recently decided that she wanted to be a lawyer. “I'm writing to you because I would like to shadow you as [...]
If you call the office or pay us a visit, chances are the first person you will see or hear from is Cara Matthews, our firm's new Office Manager.
The staff recently went through dementia-friendly training sponsored by the Orange County Department on Aging. Even though it has only been a few months since the training, the staff believes that it has already proved beneficial to their jobs. "We have already put the information we learned into practice," said Jeff Marsocci.