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]

Moon River and Edelweiss

My 92 year old infirm mother suffers from Alzheimer’s, Vascular Dementia and Parkinson’s which affects her mental capacity. She still knows who I am, but does not know my sons. She’ll ask me the same question over and over every 30 to 60 seconds. However, in small portions she can read. I’m unsure if she... [Read More]

Be there for others, but never leave yourself behind

Examine all the roles you currently hold in your personal and professional worlds. If you are like many people, you may have to use toes as well as your fingers to count everything. In what percent of these roles are you serving and supporting others? If you find the number approaching 80, 90, or even... [Read More]

Saving Lou Anne

Lou Anne said that she felt like she was “drowning” when she took over the heavy duties of caring for her husband George during his periods of illnesses.  She did this on top of taking care of their farm (which George had done) and her other responsibilities. George and Lou Anne were both in their... [Read More]

We Remember

On Memorial Day we remember the soldiers who died in service. Army, Navy, Air Force, Marine, Coast Guard & Army Reserves have all sacrificed their lives while serving in the armed forces. A sacrifice they, their families & loved ones have made that changed the lives of all left behind. We are all thankful for... [Read More]

James Brown’s Estate Planning Blues

As a movie about James Brown, “the Godfather of Soul”, hits cinemas we remember the disastrous Estate Planning he left behind. James Brown’s Will attempted to create a Trust under a Will for education of poor children for the bulk of his assets, also for education for his grandchildren, some personal items to his adult... [Read More]

Why We Do What We Do

I’ve always been protective of friends, loved ones, and teammates. It’s probably why I played offensive tackle in football and center in basketball. It was always about sacrificing myself in the game for the good of the team or others. I’ve always had a very high “Protective Streak.” In establishing a relationship with my clients... [Read More]

Steve Teaches Class

Attorney Steven Andrew Jackson will teach a Continuing Education Class to professionals titled “Can You Trust Your Trust?” on Wednesday, June 4, 2014 at 8:00 a.m. The class will show where hidden bombs are in Estate Plans that clients are unaware of that may cause unnecessary expense and loss of control to the client and... [Read More]