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As a business with one of our locations in Florida, we are all too familiar with the ways a hurricane can flip your life upside-down. This year has al
A trust can be a powerful estate planning tool – protecting your assets from creditors, shielding your estate from loss, safeguarding benefits for the
Though not an unusual request, we realize that estate planning for a pet or pets is not all that common. For many people, their pets are viewed as mem
Thinking about risk in investing can elicit a number of emotions. Does it mean the opportunity for great returns? Or does it bring up thoughts of bein
Let’s take a step back in time – where were you in 1980? Remember it like it was yesterday? In 1980 the average cost of a new car was $7,210. Today on
At Walsh & Associates, one of the most valuable services we offer is our Red Flag Audit® (RFA®). Just as a red flag indicates that conditions are
The IRS has released a new rule that will simplify the method for estates to obtain an extension of time to make the estate tax portability election.&
Though oddly named, a QTIP trust is used by many wealthy couples to protect their assets and provide for the surviving spouse. The catchy QTIP acronym

Florida

2350 Fruitville Rd., Ste. 201
Sarasota, FL 34237
941.952.1188 p
941.952.1184 f

HOURS: M-F, 9:00-5:00 ET

Illinois

444 E. Hillcrest Dr., Ste. 230
DeKalb, IL 60115
815.748.2130 p
815.748.3401 f

HOURS: M-F, 9:00-5:00 CT

Securities Offered through LPL Financial Member FINRA / SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor. Walsh & Associates is a separate entity from LPL Financial. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AL, AZ, CA*, CO, DC, FL, GA, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WI and WV.
 
*JOSEPH PATRICK WALSH JR, whose state of domicile is Florida and principal place of business is the Sarasota, Florida address above, holds CA Insurance #0I66674.