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


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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.