Business OwnerEmpty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families June 18, 2018 The Tsuanmi of Long Term Care is Upon Us What would you do if you knew that there was going to be a Tsunami… Tom Walker
Business OwnerEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families June 13, 2018 Are Millennials the Most Vulnerable Generation to Scams? Can a generation that grew up with a cell phone in their hand and a… Tom Walker
Business OwnerEmpty NestersParents with GrandchildrenSeniors and Older Children June 7, 2018 Thinking Medicaid…Think 5 Years Ahead of the Need The other day I got a call from Jane inquiring about Medicaid. Her question is… Tom Walker
Business OwnerEmpty NestersEstablished Family with Minor ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families May 11, 2018 An Estate Strategy “Lives and Breathes”…Just Like it’s Owners A common misunderstanding we hear all the time from parents is one that Jim and… Tom Walker
Business OwnerEmpty NestersEstablished Family with Minor ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families May 8, 2018 Will Your Estate Plan Protect you from the “Predators”? Having an Estate Strategy is more than just a simple plan with some documents to… Tom Walker
Business OwnerEmpty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families May 2, 2018 INFO SESSION – WHY You Need an “ESTATE STRATEGY” (instead of an “ESTATE PLAN”) to Protect Your Loved Ones in Today’s New World Join us for an informative and fun INFO SESSION on May 19th at 9:30am at… Tom Walker
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
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