September 17, 2021

Special Needs & Disability Planning

Creating a Trust for a Child with Substance Abuse Issues

September is “National Alcohol & Drug Addiction Recovery Month,” a national observance to raise awareness and educate Americans about mental and substance abuse disorders that inflict over 20 million Americans. Over 6 million of those with substance abuse disorders are age 25 and under. Have you considered that this means millions of parents are forced

Ashley Stepps No Comments September 12, 2022

Estate Planning

Here Is Why Leaving Money To A Charity Can Benefit Your Estate

Have you thought about the many reasons to give to charity? Honoring a loved one, advancing a worthy cause, and a genuine interest in helping others may be just a few of the motivations that help make the world a better place.Charitable giving, however, can also come with tax benefits and leaving money to a

Chris Rippy No Comments September 12, 2022

Uncategorized

What You Need to Know About Open Enrollment in 2020

Did you know that Medicare Open Enrollment is now upon us? Open enrollment started on October 15 and goes until December 7. It can be an important time to reflect on your health care needs for the coming year and to see if your current Medicare coverage selections best serve those needs. First and foremost,

Ashley Stepps No Comments September 9, 2022

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Creating a Trust for a Child with Substance Abuse Issues

Here Is Why Leaving Money To A Charity Can Benefit Your Estate

What You Need to Know About Open Enrollment in 2020

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