Business OwnerEmpty NestersParents with GrandchildrenSeniors and Older Children February 19, 2018 After 41 Years of Marriage, it’s over…now what Happens? Long-time clients, Dave and Marge (names changed to protect my clients), broke the bad news… Tom Walker
Business OwnerEmpty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families February 9, 2018 5 Critical Steps Before Applying For Veterans Benefits If I asked a group of 100 people the definition of “Veteran’s Benefits,” I would… 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
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
Empty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenProfessionals without ChildrenYoung Families December 19, 2017 Next-Generation Donors Will Revolutionize Giving Bruce DeBoskey published an interesting book review in the Dec 15, 2017, edition of WealthManagement.com Morning… Tom Walker
Empty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families October 18, 2017 A Glimpse into President Trump’s Estate Plan Wealth Counsel™ recently published an interesting blog about a portion of President Donald Trump’s estate… Tom Walker