The reviews on Steve’s North Carolina Department of Insurance, Continuing Education Class on Wednesday morning, May 29th on “The 10 Common Estate Planning Mistakes Single People Make” were all evaluated at the highest level of “Excellent”. Some of the comments were:
“Good refresher!”
“Received a much better understanding of Trusts and what to plan for.”
“Important that Healthcare Powers cross state lines.”
Steve thoroughly enjoys the interaction between the Accountants, Financial Advisors, Insurance Professionals and Certified Planners as they each see Estate Planning and related issues from their own point of view. The sharing they have in the class is always helpful to each in every other area. The attendees are learning how to better serve their clients in related fields.
At the Law Firm of Steven Andrew Jackson, Attorney and Counsellor at Law, we have helped hundreds of families protect themselves and their loved ones, avoid Estate Taxes and Probate Costs, and keep their Estate Plans current with the law through The Customized Protective Estate Planning Solution™.