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 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
Empty NestersEstablished Family with Minor ChildrenParents with GrandchildrenSeniors and Older ChildrenYoung Families July 3, 2018 What Do You Want to Tell Your Loved Ones When You’re Gone? You see this in lots of movies when someone has died…the reading of their will… Tom Walker
Established Family with Minor ChildrenMillennials With No ChildrenProfessionals without ChildrenYoung Families June 27, 2018 Even the Very Young Need an Estate Strategy It is fairly common to hear the comment, “I’m pretty young and don’t have a… 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 OwnerEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families June 13, 2018 Are Millennials the Most Vulnerable Generation to Scams? Can a generation that grew up with a cell phone in their hand and a… 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