Business OwnerEmpty NestersEntrepreneurEstablished BusinessEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenUncategorizedYoung Families March 25, 2020 Updating Your Estate Plan – Even During Quarantine Over the past month, we have seen Americans run out to buy various items from… Tom Walker
Business OwnerEntrepreneurEstablished Business August 29, 2019 The One Thing Most Business Owners Miss As a fellow business owner I know we miss things, it's part of running a… Tom Walker
Business OwnerEmpty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families August 10, 2018 15 Questions Everyone Should Ask Themselves at Least Once a Year As you can imagine, we get asked a lot of questions throughout the year about… Tom Walker
Empty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families June 22, 2018 How to Be Prepared When a Loved One is Getting Ready to Pass Away I know…this is a very difficult topic to write about and talk about. Something none… Tom Walker
Millennials With No ChildrenProfessionals without ChildrenYoung Families June 5, 2018 I’m a “Millennial”…I don’t need an Estate Plan…or Do I??? There is a lot of discussion about Millennials today…from being employees to their lifestyle. They… 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
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