by Eileen Kerlin Walsh | Sep 10, 2026 | Blog, Common Questions, Education, Estate Planning, Guardianship, Inheritance Planning, Kerlin Walsh Law, Life Insurance, Living Trusts, Mental Health, News, Wills & Trusts
erson in 2026 and was made permanent under the One Big Beautiful Bill Act (per the Internal Revenue Service). Most families will never owe a dollar of federal estate tax. That is the number people hear, and it is the number that creates a false sense of safety....
by Eileen Kerlin Walsh | Sep 9, 2026 | Blog, Common Questions, Education, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts
KEY TAKEAWAYS Accessibility matters as much as security when storing estate planning documents. Safe deposit boxes can create access problems. A home safe can provide secure, accessible storage. Professional storage may offer another secure option. Make sure someone...
by Eileen Kerlin Walsh | Sep 9, 2026 | Blog, Client Relationships, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts
KEY TAKEAWAYS Financial decision-making can become more challenging as we age. Simple steps can help protect your finances as you age. The right safeguards can reduce your financial vulnerability. Planning ahead can help protect against costly mistakes. A...
by Eileen Kerlin Walsh | Sep 3, 2026 | Blog, Common Questions, Education, Estate Planning, Guardianship, Inheritance Planning, Kerlin Walsh Law, Living Trusts, Mental Health, News, Wills & Trusts
You bought life insurance to take care of the people you love. Whether that money reaches them the way you intended depends on something most policyholders never stop to check: how the policy fits inside your Estate Plan. September is National Life Insurance Awareness...
by Eileen Kerlin Walsh | Sep 1, 2026 | Blog, Common Questions, Education, Estate Planning, Guardianship, Inheritance Planning, Kerlin Walsh Law, Living Trusts, Mental Health, News, Wills & Trusts
KEY TAKEAWAYS A simple will may not be enough when leaving assets to minor children. Your child’s guardian does not automatically control their inheritance. Court oversight can reduce the inheritance you intended for your child. A trust gives you greater control over...
