by Eileen Kerlin Walsh | May 21, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
Evidence suggests that many people are establishing trusts as part of an estate plan. Some motivations for creating a trust include avoiding probate, preserving privacy, planning for incapacity, protecting a beneficiary’s inheritance from creditors, minimizing estate...
by Eileen Kerlin Walsh | May 21, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, Living Trusts, News, Probate, Wills & Trusts
Discussions about money are never just about the exact dollar amounts listed on paper. They are inherently emotional because a person’s wealth is tied to everything they have worked for and hope to pass on as their legacy. Clients can incorporate their values, life...
by Eileen Kerlin Walsh | May 21, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
Advisors often focus on big-picture and long-term planning. However, the devil is in the details, and even seemingly straightforward aspects of a plan—such as beneficiary designations—can have profound implications for our clients’ financial objectives and legacy...
by Eileen Kerlin Walsh | May 21, 2025 | Blog, Common Questions, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
Unfortunately, the battle over family wealth is as timeless as family itself. Regardless of how prepared your clients might be, there is no predicting how otherwise rational people will behave after the loss of a family member. A will or trust contest can cause...
by Eileen Kerlin Walsh | May 21, 2025 | Blog, Common Questions, Education, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
Is Outright Distribution the Right Choice for Your Clients? An inheritance can be life-changing. Many younger Americans, stuck in a cycle of debt and rising costs, are anticipating their cut of the $84 trillion “Great Wealth Transfer”—a term financial experts use to...
