Need a speaker for your club, clients, Church or civic group, etc.? We're glad to speak at no charge.
October 24, 2010
George will present "What Every Non-Estate Planning Attorney Should Know about Death and Disability Planning." Continuing Legal Education credits are pending approval. Call our office for details.
August 11, 2010
George gave a presentation called "Now you see it, now you don't, here it comes again: the Estate Tax Picture" to the Men's Forum at Big Canoe.
March 29, 2010
George & Claire spoke on “Grantor Trust Strategies” for the Private Bankers and other Bank Executives at Fidelity Bank
February 19, 2010
George spoke on “Bedrock Asset Protection” for the Big Canoe Home Owners Association
February 4, 2010
in Boca Raton, FL George spoke on “Cutting Edge Tools for Troubled Times” for AXA/Equitable Agents Reinsurance Company (EARC) meeting
January 28, 2010
George & Claire spoke on “Do I really have to mess with this now?” at a Wells Fargo "Lunch and Learn"
Deal with inherited real estate before another person dies.
Ignoring property to be inherited
is a problem which never goes away. It inevitably gets worse. (read more)
Who will make your financial decisions if you are unable to make them yourself?
What good is having access to
a safe deposit box if you don’t
have the key and you’re not on
the signature card? (read more)
After a death, don't rush anything.
Memo to someone who has just lost a loved one: don’t rush the net. (read more)
Dear George,
I have been searching for someone with your knowledge of asset protection for years. You are the only ones who knew what you were talking about.
Dear George,
This is a letter I have wanted to write to you for some time to thank you and your staff for helping us transfer our N.C. property to our girls when we did. (read more)
The latest article:
This is the House that jack left.
This is the basement, dingy and dark
In the house that Jack left.
This is the chest, so rarely opened,
Covered by carpets and dust and webs
In that basement, dingy and dark
In the house that Jack left.
Lost Will, Missing Will, No Will 