Empty NestersParents with GrandchildrenSeniors and Older Children February 1, 2018 3 Planning Methods Everyone Needs to Know About Using Medicaid and NOT LOSE their Assets We had an interesting discussion with “Jane” (not her real name) in our office the… Tom Walker
Parents with GrandchildrenSeniors and Older Children January 5, 2018 An Elder Care Financial Checklist My 95-year old mother-in-law, Elizabeth Windsor, recently passed away. My wife, Donna, and I had… Tom Walker
Empty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenProfessionals without ChildrenYoung Families December 19, 2017 Next-Generation Donors Will Revolutionize Giving Bruce DeBoskey published an interesting book review in the Dec 15, 2017, edition of WealthManagement.com Morning… Tom Walker
Empty NestersEstablished Family with Minor ChildrenParents with GrandchildrenSeniors and Older ChildrenYoung Families December 6, 2017 Estate planning options for dealing with an addict Kevin L. Johns published an interesting article in the December 5, 2017, Morning Memo on… Tom Walker
Business Owner November 30, 2017 Things to Think About When Choosing a Trademark I get asked this question from time to time by business owners, “How important is… Tom Walker
Empty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families November 17, 2017 Tactfully Approach Key Issues with Elderly Loved Ones This Season The staff at Elder Counsel offers advice on discussing issues with elderly loved ones this… Tom Walker
Business OwnerEmpty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families November 16, 2017 Beware of Ponzi Schemes The Wealth Management.com Staff reported on November 16, 2017, that a dozen or more Ponzi… Tom Walker
Parents with GrandchildrenProfessionals without ChildrenSeniors and Older Children November 8, 2017 Seniors: Be Alert About Fraud In an interesting article by Amy Florian appeared in WealthManagement.com. Ms. Florian advises that exploitation should… Tom Walker
Empty NestersParents with GrandchildrenProfessionals without ChildrenSeniors and Older Children November 3, 2017 Ninety-Two Percent of Caregivers Are Financial Caregivers A Merrill Lynch study, conducted in partnership with Age Wave, finds that the 40 million family… Tom Walker
Empty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families November 1, 2017 Do you want everyone to know what left to your children? Many people are not aware that lack of privacy is a significant disadvantage of using… Tom Walker