Don’t Take the Responsibility for Storing Credit Card Numbers by Whitney Hill
As electronic payments become more prevalent in business today, there are lots of reasons why business owners may want to store their customers’ credit card numbers. Whether a large or small company, this practice [...]
Medicaid DOES Care if you Gift $15,000
It’s an extremely common mistake made by families trying to handle Care Assistance Planning on their own. Mom was diagnosed with dementia, in a few years she will need nursing home care, and she [...]
The Importance of Volunteering
Too often, we get bogged down in our daily work lives that we forget that a healthy life balance should involve some giving back to our community. While I am always proud of the [...]
The Importance of Trust Funding
Many of our estate planning clients have chosen to use a Revocable Living Trust as a way to avoid probate of their estate as much as possible when they pass on. Unfortunately, just [...]
Who’s That Wednesday with Ewan
Estate Planning Attorney Jeffrey G. Marsocci interviews Ewan about what his plans are for the future.
Ethical Red Flags–What Has Jeff So Upset?
Not all financial advisors are ethical. One severe case ticked off Jeff enough to do a video about how some financial professionals look out for themselves at the expense of their clients, [...]