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Estate Planning

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Walsh & Company, P.A., in conjunction with Theus Wealth Advisors, presents the 2016 Estate and Financial Planning Workshop Series: Preserving Your Assets Despite Tax Regulations and the Market! Join us for free seminar classes where you will learn the basics of┬áretirement planning as well as how to maximize your financial future! Seminar classes will be […]

Planning in a Down Economy: Does Your Estate Plan Still Make Sense?
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Estate Planning, Uncategorized    March 1, 2013

Most, if not all of us, are feeling the need to tighten our belts in the current economic climate. Perhaps you simply are less wealthy as you see equity in your home or the value of your 401(k) and IRA dwindle. Despite the feeling that our belts are getting tighter, the tight economic climate is […]

Meet the Attorneys of Walsh and Company
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Walsh and Company is breaking into multimedia! If you’d like to learn more about the philosophies behind our law firm’s work and our attorneys’ interactions with their clients, watch this video of our attorneys, Jim Walsh and Jonathan Greenstein, discussing the estate planning, estate and trust administration, business planning, and tax preparation work that they […]

Estate and Financial Planning In The Midst of Tax Law Uncertainty
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Estate Planning    October 11, 2010

A recent Forbes.com piece focuses on the messy reality of the federal estate tax law and how to effectively plan despite the many uncertainties that exist at a time when Congress has left Washington to stump on the campaign trail for elections. Still on the table on Capitol Hill is the estate tax which, if […]