Eighty-six percent (86%) of attendees of my workshop last Tuesday gave it the highest “very useful” rating, with 14% giving it the next highest “will be useful” rating. The Financial and Insurance Professionals said they enjoyed hearing about how Trusts work, IRA planning, Personal Protection if you own rental property, the different uses of Life... [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.
Continuing Education Workshop Update
We are almost full for the upcoming Continuing Education Class I am leading on November 8 from 4:00 to 6:00 p.m. at Pack Place for Financial and Insurance Professionals. Although we are almost full, do call us to book a seat and get on our stand-by list. It should be a fun and interactive time.... [Read More]
Financial and Insurance Professional Workshop
Financial and Insurance Professional Workshop on November 8 at 4:00 p.m. On Tuesday, November 8, from 4:00 p.m. to 6:00 p.m., at Pack Place Board Room, I will be leading an educational workshop for Financial and Insurance Professionals approved for two (2) hours of continuing education credit by the N. C. Department of Insurance. We... [Read More]
Al Davis Had Thorough Estate Planning
Al Davis, majority owner of the Oakland Raiders of the National Football League, died this past weekend. He reportedly did thorough Estate Planning with a skilled Estate Planning Attorney. This may allow the Raiders to remain with his widow and son even after his widow passes. The St. Louis Rams, Miami Dolphins, and Washington Redskins... [Read More]
How Has It Been 10 Years Since 9/11?
How Has It Been 10 Years Since 9/11? All of us remember where we were when we began to understand that the United States was under attack. We remember in detail what we heard and saw on television, radio, and the internet shortly after it was happening—that same day—that same morning into early afternoon. How... [Read More]
Congress and President Fiddle While Rome Burns
We expect negative markets from the President and Congress’s inaction, but what about taxes? It remains tough to plan with taxes in limbo. What about Estate Taxes? At the end of 2012, the Estate Tax rate will return to 55% and the exemption goes down to $1 million. Therefore, you will be highly taxed on... [Read More]