Business OwnerEmpty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families April 17, 2018 Why Do I have to Go Through Probate…My Parents had A Will Last week Dave and Lauren came into our office because Dave’s mother, Nancy, had recently… Tom Walker
Business OwnerEmpty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families April 10, 2018 To “Prenup” or Not “Prenup”…Experts Advice that might Change your Thinking I recently wrote a post about the divorce of Dave and Marge after 41 years… Tom Walker
Empty NestersParents with GrandchildrenSeniors and Older Children April 7, 2018 Elderly Abuse…This Will Either SHOCK You or Make You SICK The average person doesn’t really know much about or understand a lot about “Elderly Abuse”… Tom Walker
Business OwnerEmpty NestersParents with GrandchildrenSeniors and Older Children March 26, 2018 What Does it Mean to “Age Gracefully”…Sally and John Know You may remember Sally and John…I’ve written about them in earlier posts. To refresh your… Tom Walker
Business OwnerEmpty NestersParents with GrandchildrenSeniors and Older Children March 13, 2018 10 Ways Tax Reform Impacts Seniors and People with Disabilities If there has been one common dialog over the past few months it has to… Tom Walker
Business OwnerMillennials With No ChildrenProfessionals without Children March 6, 2018 Joshua says, “I’m Single…Why Do I Need an Estate Plan?” Joshua, great question…and one we get asked all the time from young professionals and couples… Tom Walker
Empty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families February 27, 2018 Top 5 Reasons Why “Tax Reform” Won’t Change Your Estate Strategy Whenever someone talks about the new “tax reform” program, people get excited about how this… Tom Walker
Business OwnerEmpty NestersParents with GrandchildrenSeniors and Older Children February 19, 2018 After 41 Years of Marriage, it’s over…now what Happens? Long-time clients, Dave and Marge (names changed to protect my clients), broke the bad news… Tom Walker
Business OwnerEmpty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families February 9, 2018 5 Critical Steps Before Applying For Veterans Benefits If I asked a group of 100 people the definition of “Veteran’s Benefits,” I would… Tom Walker
Business OwnerEmpty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families February 2, 2018 Do You Know Your Current Level of Personal Risk? Now you can get a good indication of whether it is High, Medium, or Low…and… Tom Walker