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Business Owner Empty Nesters Established Family with Minor Children Millennials With No Children Parents with Grandchildren Professionals without Children Seniors and Older Children Young 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

Empty Nesters Parents with Grandchildren Seniors 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 Grandchildren Seniors 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 Nesters Established Family with Minor Children Millennials With No Children Professionals without Children Young 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 Nesters Established Family with Minor Children Parents with Grandchildren Seniors and Older Children Young 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 Nesters Established Family with Minor Children Millennials With No Children Parents with Grandchildren Professionals without Children Seniors and Older Children Young 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 Owner Empty Nesters Established Family with Minor Children Millennials With No Children Parents with Grandchildren Professionals without Children Seniors and Older Children Young 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 Grandchildren Professionals without Children Seniors 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 Nesters Parents with Grandchildren Professionals without Children Seniors 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 Nesters Established Family with Minor Children Millennials With No Children Parents with Grandchildren Professionals without Children Seniors and Older Children Young 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

Empty Nesters Established Family with Minor Children Millennials With No Children Parents with Grandchildren Professionals without Children Seniors and Older Children Young Families

October 23, 2017

Estate Planning is for the Living…Here’s Why

Whenever I have a conversation with someone about Estate Planning, the first thought is what…

Tom Walker

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