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James D. Walsh

Beware: Some Current Scams Out There
James D. Walsh, Maryland, Sort by Author    May 28, 2013

Our practice affords us the opportunity to see various proposals that are sent to our clients, which they often in turn forward to us for review. Here are three scams that we’ve seen quite frequently, which we advise avoiding completely. Sweepstakes and Lotteries One of the most vicious schemes, which seems to be targeting residents […]

Meet Jim Walsh

Jim Walsh is the founding attorney for Walsh & Company. He has been practicing law for nearly 30 years in Maryland, and specializes in tax preparation, tax planning, estate planning, and estate administration. Watch this video to learn more about his experience. [youtube=]

Charitable Aspects of Estate Planning
James D. Walsh, Tax    August 20, 2012

Many of our clients have minor children, or adult children with special needs, who are dependent on the parents’ support and who would need continued financial support even after the parents were gone.  For most of our clients, however, their children are grown and self-sufficient.  Some of our clients express concern that their family members […]

Bad Will Hunting
Estate Administration, James D. Walsh    August 15, 2012

In the course of our discussions with clients, one of the more frequent comments we receive in response to our series of “what if” questions, asking about contingencies to be addressed in case something happens unexpectedly to their intended beneficiaries, is “I never thought of that.” We all assume that mortality events among family members […]