Fixed Index Annuity 

September 21st, 2022 (No Comments)

What are fixed index annuities and how are they different from traditional annuities? Great question! Well, an indexed annuities performance is linked to stocks, such as the S&P 500. While […]

Is Life or Long Term Care Insurance Right for You?

September 9th, 2022 (No Comments)

There are all sorts of ways to insure your life or possibly pay for long term care. However, is insurance right for you? T know the answer, you must first […]


September 1st, 2022 (No Comments)

To put it simply an annuity is a contract between a person and an insurance company.  This contract allows an individual to make a lump-sum payment or a series of […]

Who needs a copy of my Estate Plan?

August 31st, 2022 (No Comments)

After carefully crafting your estate plan, one question that many have is “where should I place my original documents, and who needs a copy of these documents?”. For where to […]

Tax Avoidance Series: Charitable Remainder Trusts

August 23rd, 2022 (No Comments)

The tax code is full of rules to incentivize certain behaviors. One of the incentives built into our tax laws is charitable giving. Folks who decide to give to charity […]

The Medicaid Maze

August 18th, 2022 (No Comments)

If you are reading this article, it is likely because you have had a conversation or situation involving a Nursing Home, Assisted Living Facility, and/or the astronomical costs associated with […]

Losing the Battle One Fight at a Time (Why we give up little by little…)

August 9th, 2022 (No Comments)

I sometimes feel like my life has been a series of battles… that or one continuous war. Regardless, I can look back on my life and see where there were […]

Dancing On the Razor’s Edge

August 9th, 2022 (No Comments)

I remember the TV room at First Baptist Church daycare. It had shag carpet in the late 70s and a big corner TV, at least big by the standards of […]

Why I HATED… and now LOVE my job!

August 9th, 2022 (No Comments)

Jobs can be hard sometimes. As a young attorney I found myself working in every courtroom. My schedule was packed with court all day so I met with clients when […]

What happens if I pass without a Will?

August 2nd, 2022 (No Comments)

Wills are great tools to ensure that your wishes are carried out after your passing. Wills can direct assets that are titled in your individual name to whomever you wish […]

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