by Eileen Kerlin Walsh | Apr 25, 2025 | Blog, Common Questions, Education, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, Legacy Letter, News, Power of Attorney, Wills & Trusts
As a trusted advisor, you provide expert guidance to your clients regarding many financial planning matters. It makes sense that you will come across clients who ask about estate planning. Even if they do not ask, you can start the conversation by inquiring if they...
by Eileen Kerlin Walsh | Apr 25, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
Financial and legal planning often emphasize complex strategies that clients can use to manage their affairs. However, what about the simple, practical tools that can make a difference in our clients’ lives? One such tool is the advisor list, a centralized document of...
by Eileen Kerlin Walsh | Apr 25, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
Discussing asset protection planning with clients A common misconception is that asset protection planning is only for high-net-worth individuals or people who work in professions susceptible to malpractice claims, such as doctors or lawyers. That is not the case. In...
by Eileen Kerlin Walsh | Apr 25, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, Living Trusts, News, Probate, Wills & Trusts
One of the most common reasons clients think they do not need a will is that they do not have enough assets. High-net-worth clients tend to be more proactive about estate planning. However, misconceptions about wills abound, which is a big reason many Americans do not...
by Eileen Kerlin Walsh | Apr 25, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
Clients Need an Ongoing Inventory of What They Own Before you can help your clients get to where they want to go on their wealth journey, you need to understand where they are right now. Doing so involves inventorying their assets (everything they own) and keeping the...
