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
Empty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families May 29, 2018 Bob’s Parents Just Won’t Talk about Death…Will Yours? Bob is a client and was recently in our office to discuss a business issue.… Tom Walker
Empty NestersParents with GrandchildrenSeniors and Older Children May 15, 2018 Should You Get Married Later in Life? Not a Simple Answer… Getting married is a time of joy and celebration for the happy couple. But 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
Established Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families April 24, 2018 What to do When your Kids are “Entitled” and Can’t Manage Money Daniel G. Berick, of the law firm Squire Patton Boggs, recently wrote that “entitlement and… 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