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Grid 2017-05-20T16:43:14+00:00

Raleigh Supercon 2018

By | August 3rd, 2018|Categories: Company News|

While I’m not a regular attendee at the various comic-cons, my wife Kathy and our two friends Meri and Tara really wanted to dress up as weeping angels from the Doctor Who series and go [...]

Adventures with Ewan

By | July 2nd, 2018|Categories: Company News|

It is now year three that we have had the pleasure of our friend’s son Ewan come to stay with us annually for about a week and a half during the summer, and the adventures [...]

The Importance of Trust Funding

By | June 5th, 2018|Categories: Estate Planning|

Many of our estate planning clients have chosen to use a Revocable Living Trust as a way to avoid probate of their estate as much as possible when they pass on. Unfortunately, just having the [...]

Age of Inheritance

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

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 [...]

Cashing Out Life Insurance May Be Selling An Asset Short

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

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 [...]