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Where Is the Best Place to Store Your Original Estate Planning Documents?

by Eileen Kerlin Walsh | May 20, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

Estate planning attorneys are often asked where original estate planning documents—wills, trusts, powers of attorney, and healthcare directives—should be stored for safekeeping. While there is no right or wrong answer to this question, consider the following: Should...

Myths and Frequently Asked Questions – Planning for Conflict-Prone Families

by Eileen Kerlin Walsh | May 20, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

Myth 1: My spouse and I had our estate plan prepared 20 years ago. It is done and off our to-do list until one of us passes away. Fact: Estate planning is not a one-and-done event. By not updating your estate plan to account for changes in your circumstances or those...

Beneficiary and Transfer-on-Death Designations: Are You Doing It Right?

by Eileen Kerlin Walsh | May 20, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

Do you know which of your accounts have beneficiary designations, sometimes called transfer-on-death (TOD) or payable-on-death (POD) designations? Have you updated them recently? Are you aware of what can go wrong if there are issues with your beneficiary designation...

Choosing the Ideal Trust for Your Wishes

by Eileen Kerlin Walsh | May 20, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

The term estate may bring to mind mansions, vast fortunes, and a level of wealth that many people do not possess. This misconception may lead to the false impression that estate planning is only for the rich and famous, discouraging those with more modest means from...

Have a Harmonious Family that Does Not Fight? You Still Need an Estate Plan

by Eileen Kerlin Walsh | May 20, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

In many families, everyone gets along, happily gathering for the holidays, sharing laughs, telling stories, and enjoying each other’s company. Then, the matriarch or patriarch dies. Suddenly, years of pent-up resentment and hurt feelings surface, and the once-happy...
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