Assisting Your Clients with Estate Planning: When Is an Estate Subject to State Death Taxes?

by | Dec 15, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Personal Development, Power of Attorney, Wills & Trusts

Educational Overview for Advisors: State Death Taxes The United States imposes a federal estate tax at death, which is based on the total value of the deceased person’s estate—everything a person owns at the time of death—and is paid from the estate itself. In...

Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Clients Estates

by | Dec 15, 2025 | Blog, Client Relationships, Common Questions, Education, Estate Planning, Kerlin Walsh Law, Living Trusts, News, Power of Attorney, Wills & Trusts

Key Insights for Professionals Supporting Clients Through Estate Planning Many proactive clients understand the importance of having an estate plan, yet they often assume it applies only after death. From your vantage point, it can be useful to highlight that a...

Estate Planning Facts to Share with Clients This Holiday Season

by | Dec 15, 2025 | Blog, Client Relationships, Common Questions, Education, End-of-Life wishes, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts

Every year around Christmas, stores and malls across America are transformed into winter wonderlands, complete with elves, ornaments, artificial snow, and larger-than-life decorations. Many children stare in wide-eyed wonder as they wait to sit on Santa’s lap and...

National Regifting Day: Invite Your Clients to Give the Gift of a Well-Planned Future

by | Dec 15, 2025 | Blog, Client Relationships, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

During the holidays, we usually receive at least one gift that, let’s face it, falls a bit flat. When we were young, it might have been an itchy sweater from Grandma or a toy from Mom and Dad that we had outgrown. As adults, maybe someone got your clothing size wrong...