Empty NestersParents with GrandchildrenSeniors 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 GrandchildrenSeniors 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 NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung 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 OwnerEmpty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung 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 GrandchildrenProfessionals without ChildrenSeniors 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 NestersParents with GrandchildrenProfessionals without ChildrenSeniors 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 NestersParents with GrandchildrenProfessionals without ChildrenSeniors and Older Children July 21, 2017 Before You Give It All Away Everyone loves to give and receive gifts. And when we get along in life it… Tom Walker
Empty NestersParents with GrandchildrenProfessionals without ChildrenSeniors and Older Children July 21, 2017 What Our Parents Knew About Retirement We Might Have Forgotten When it comes to retirement, our parents and their parents probably were better equipped and… Tom Walker