Why the need to update Estate Plans

Your Estate Plan needs to be regularly reviewed and updated.  Three major parts of your Estate Plan are constantly moving. The first is the relationships with the people who have roles as Trustee, Personal Representative, Health Care Agent and Financial Power of Attorney and other roles.  Those people in those roles may need to be... [Read More]

Overlooked Uses of Life Insurance in Estate Planning Class Tomorrow

Steve will teach a one hour Continuing Education class to CPAs, Accountants, Financial Advisors, and Insurance Professionals on needed uses of Life Insurance in Estate Planning that are often overlooked.  This one hour class will offered at One North Pack Square, the Biltmore Building, Asheville, N.C., at 8:00 a.m. on Wednesday, September 26, 2012.  Contact... [Read More]

Continuing Education Class – Overlooked Uses of Life Insurance

The Professional Education Class on Overlooked Uses of Life Insurance will be held on Wednesday, September 26, 2012, beginning at 8:00 a.m. in the Biltmore Building located at One North Pack Square, Asheville, N.C.  Steve will teach this one hour continuing education class. Topics include: Why Life Insurance is often the most obvious, logical, and needed... [Read More]

Asset Protection Workshop – Very Interactive!

Our Asset Protection Workshop for Financial Professionals, CPAs, Accountants, and Insurance Professionals was very interactive between all parties and extremely insightful.  We learned from the Accounting Professionals how their clients look at protecting their assets; we looked at available insurance from the Insurance Professionals as to what they help insure; and we heard from Financial... [Read More]

Asset Protection Workshop – May 30

I will present the workshop “Five Common Asset Protection  Mistakes” on Wednesday, May 30, 2012, from 8:00 to 9:00 a.m.  The class will provide one hour of continuing education credit from the N.C. Department of Insurance, and is for CPAs, Accountants, Financial and Insurance Professionals. In one hour we will cover: 1.  Why you have... [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]