by Eileen Kerlin Walsh | Sep 1, 2026 | Blog, Client Relationships, Common Questions, Education, Estate Planning, Inheritance Planning, Kerlin Walsh Law, Life Insurance, News, Wills & Trusts
KEY TAKEAWAYS Life insurance should evolve with your life. The lowest-cost option is not necessarily the right long-term choice. Different policies involve different levels of flexibility, risk, and responsibility. Life insurance can help protect assets you want to...
by Eileen Kerlin Walsh | Aug 25, 2026 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, Mental Health, News, Power of Attorney, Wills & Trusts
KEY TAKEAWAYS Life insurance provides cash when your family may need it most. Life insurance can help create a more balanced inheritance. Life insurance can support a variety of estate planning goals. Your beneficiary designation can override your will. Who you name...
by Eileen Kerlin Walsh | Aug 25, 2026 | Blog, Common Questions, Education, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts
KEY TAKEAWAYS Choose decision-makers based on both trust and location. Financial and medical powers of attorney have different needs. An out-of-state executor may need local support. Make important documents accessible from anywhere. Plan for distance before it...
by Eileen Kerlin Walsh | Aug 25, 2026 | Blog, Client Relationships, Estate Planning, Kerlin Walsh Law, Power of Attorney, Real Estate, Referrals, Wills & Trusts
A financial plan can be flawless and still fail the moment a client dies, because a beneficiary designation nobody updated in ten years overrides every instruction written into their Trust. Clients are already asking advisors to close that gap. National research found...
by Eileen Kerlin Walsh | Aug 19, 2026 | Blog, Common Questions, Education, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, Mental Health, News, Power of Attorney, Wellness, Wills & Trusts
KEY TAKEAWAYS A dementia diagnosis does not automatically mean loss of legal capacity. Medical diagnosis and legal capacity operate on different timelines. Waiting can significantly reduce a family’s options. Several legal and financial matters should be reviewed...
