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

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 [...]

You Need This International Health Insurance When Abroad

By | November 27th, 2017|Categories: Care Assistance Center|Tags: , , |

The Care Assistance Center has partnered with GeoBlue to offer our clients a way to have the right international health insurance for peace of mind when traveling.

Estate Planning Dos and Don’ts When You Buy a New Home

By | October 30th, 2017|Categories: Estate Planning|Tags: , , , , , , , |

Beyond the financial considerations of owning a home, buying one can become a source of conflict for your family. Who should get your home if you and your spouse die unexpectedly?

Our RX Angel chooses the BEST Medicare plan to work for YOU

By | July 5th, 2017|Categories: Company News|

This year the Care Assistance Center has invested in a revolutionary new tool called the RX Angel to assist our own clients with their annual enrollment with Medicare. The RX Angel takes all the guess work out of choosing what Medicare plan works best for you. Got your attention???