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Blog Large 2017-05-20T16:43:17+00:00

Age of Inheritance

Over the years, many of my clients have had differing views on just when their beneficiaries should be inheriting their whole share. Ages run the gamut from eighteen to sixty-five, or even never getting control [...]

By | May 2nd, 2018|Categories: Company News|0 Comments

Cashing Out Life Insurance May Be Selling An Asset Short

One person’s trash is another person’s treasure. We see this in yard sales, used car lots, and now, apparently, in life insurance. Unfortunately, like a $1,200 first edition hardcover autographed Salinger book being sold [...]

By | April 4th, 2018|Categories: Care Assistance Center|0 Comments

Reverse Mortgage and Credit Line Landmines

Getting older isn’t always fun, and sometimes the “golden years” are appropriately named because it costs a lot more “gold” just to get by. Sometimes seniors find themselves not having enough income or resources [...]

By | April 4th, 2018|Categories: Estate Planning|0 Comments