As we head to the calendar year end, focus on the financial actions that need to be taken. Do you need to take action for Income Tax purposes? For Medical Insurance purposes? Do you need to get your Estate Plan updated before you get on the road, that airplane, or that ship? At the Law... [Read More]
Steven developed a thorough plan to meet our complicated needs with a blended family and special needs child in a timely manner. - Cheryl F.
Mr. Jackson made a tough process easy and painless! - Kyle M.
"Integrity, trust - a rare item - it's here! - Ron F.
Estate Planning Teamwork Vital
Results of studies on successful businesses and organizations find that “Teamwork” is the most important factor in determining the success of the business. That is closely followed by “getting people to want to work on a Team with you.” These are the most important traits that businesses look for in their new hires. Teamwork is... [Read More]
Thankful
I read that “Thankfulness is the antidote to worry.” If we “count our blessings”, start off the day listing 5 things we are thankful for, each morning we begin to live in gratitude. “Gratitude” cannot exist at the same time as “Anger”, “Resentment” or “Fear”. You really cannot feel both at the same time. So if... [Read More]
Are You Present?
We know in life that all we have is the present moment. All we have is the possibly of this day. The question is how are we going to act in our relationships, in taking care of our business and in all of our other work in regards to this day? All we have in... [Read More]
Seize Life
19 year old Lauren Hill recently fulfilled her life-long dream to play in a college basketball game. She had a scholarship to play college basketball, but was later diagnosed with an inoperable brain tumor. The brain tumor quickly grew and was leading towards her inevitable end. Mount St. Joseph’s University worked with the opposing basketball... [Read More]
Steve Teaches CE Class – “After Death Administration”
Steve will teach a Continuing Education Class – “After Death Administration” on Wednesday, November 19, 2014 at 8am to 9am at The Biltmore Building to Financial & Insurance Professionals & Accountants. Things you will learn are: What do we do immediately after death? What if there is no Estate Plan? Is it a Will or... [Read More]
Ethical Will – Leaving a Value Statement
“Ethical Wills” have been around for a long time. They are not legal documents and normally have no legal authority. They are really just a letter you leave behind for your loved ones. Many will use a format describing the Purpose of the letter. It will give some Introduction. It will share some Experiences the... [Read More]
Steve Teaches CE Class – “After Death Administration”
Steve will teach a Continuing Education Class – “After Death Administration” on Wednesday, November 19, 2014 at 8am to 9am at The Biltmore Building to Financial & Insurance Professionals & Accountants. Things you will learn are: What do we do immediately after death? What if there is no Estate Plan? Is it a Will or... [Read More]
Halloween – Be Careful Out There!
On Halloween night parents and their children will go out, after dark, by foot, going from house to house, ringing doorbells and saying “Trick or Treat”. They are seeking candy and are in costumes that often cover their faces and are often dark colored. If the parents are going with them I’m always surprised that... [Read More]
Steve Teaches CE Class – “After Death Administration”
Steve will teach a Continuing Education Class – “After Death Administration” on Wednesday, November 19, 2014 at 8am to 9am at The Biltmore Building to Financial & Insurance Professionals & Accountants. Things you will learn are: What do we do immediately after death? What if there is no Estate Plan? Is it a Will or... [Read More]