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Large Alternate 2017-05-20T16:43:14+00:00
205, 2018

Age of Inheritance

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

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 [...]

404, 2018

Cashing Out Life Insurance May Be Selling An Asset Short

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

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 [...]

404, 2018

Durham Bulls Open 2018 Season as Champions

By | April 4th, 2018|Categories: Company News|0 Comments

With April comes baseball season and Mr. Marsocci’s passion for the Durham Bulls. Coming off a tremendous season of winning the Triple-A National Championship by defeating the Memphis Redbids 5-3 last September 19, the [...]

404, 2018

Reverse Mortgage and Credit Line Landmines

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

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 [...]