Speaking

If you are interested in having Tom speak to your civic or professional organization, business or networking group, or church, please call or email him directly.  Some potential topics include:

  • What is estate planning anyway?
  • Do you need a trust?
  • Should you add your kids’ names to your assets in order to “make things easy”?
  • How can you leverage your charitable gifts to go further and last longer?
  • How can you avoid probate? Do you need to?
  • Estate planning myths
  • The importance of account and beneficiary designations in an estate plan
  • Creditor and predator protection considerations in estate planning
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