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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