Business Owner August 15, 2018 Is Your Name Already Taken? People start businesses every day and pick a name they feel either best represents their… Tom Walker
Business Owner August 13, 2018 4 Steps to Safeguarding your Competitive Advantage (and your Trade Secrets) Whether you are talking about Coca Cola’s secret formula, or McDonald’s secret sauce, or KFCs… 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
Business Owner August 6, 2018 Do You Have “Independent Contractors” or “Employees”…are You Sure? As a business owner (or leader) it is becoming more and more critical to understand… 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 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 NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung 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