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...
by Eileen Kerlin Walsh | May 21, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
It is true that most Americans do not have even the most basic estate plan in place. This is where, as an Advisor, you can add value to your client relationships by paying attention to the validity of wills for those people who do have a will or are engaged in the...
by Eileen Kerlin Walsh | May 20, 2025 | Blog, Common Questions, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, Legacy Letter, News, Power of Attorney, Wills & Trusts
Many estate plans contain revocable living trusts that will become irrevocable (cannot be easily changed or terminated) when the trustmaker dies. Such trusts may benefit the surviving spouse during their lifetime and may continue for the benefit of several additional...
by Eileen Kerlin Walsh | May 20, 2025 | Blog, Common Questions, Education, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, News, Palos Park Property Sisters, Real Estate, Wills & Trusts
Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved ones apart. However, with proper planning, you can help your family avoid a potentially disastrous fight. If you are concerned...
