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Law Office Donates to Urban Ministries Food Pantry

Our office was pleased to donate to Urban Ministries of Wake County's Food Pantry this summer through the Kiwanis Club of Raleigh drive.

2019-02-08T08:47:40-05:00September 18th, 2017|Company News|

Our RX Angel chooses the BEST Medicare plan to work for YOU

This year the Care Assistance Center has invested in a revolutionary new tool called the RX Angel to assist our own clients with their annual enrollment with Medicare. The RX Angel takes all the guess work out of choosing what Medicare plan works best for you. Got your attention???

2017-07-07T11:56:38-05:00July 5th, 2017|Company News|

Financial Planning Basics Book Is Out!

Jeff's latest book, Financial Planning Basics, has just been released [...]

2017-06-05T11:18:21-05:00May 17th, 2017|Company News|

Is it time for the LGBTQ community to get their houses in order?

The LGBT Community is bracing itself under the new Trump Administration. It’s not a time to panic, but it is time for members of the community to get their houses in order.

2017-02-12T22:17:10-05:00February 10th, 2017|Company News, GLBT General News|

Changing Your Irrevocable Medicaid/VA Pension Benefit Planning Documents

So how do we make changes to an irrevocable plan? It’s a little complicated, but it is doable.