Business Owner August 28, 2018 Should Your Children Just “Get” Your Business? Family owned businesses are special businesses…they have usually been built from an idea or concept… Tom Walker
Business Owner August 17, 2018 When You’re Ready to Wind Down Your Business…5 Steps To Take When it’s finally time…time to wind down your business and move on to the next… 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
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 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
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 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