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...
by Eileen Kerlin Walsh | Apr 25, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
Every client, regardless of the size of their estate or their age, can benefit from a will that gives legal effect to their inheritance plan. Even if they have a trust to manage asset distributions, a trust cannot address every estate planning consideration. Wills...
by Eileen Kerlin Walsh | Apr 25, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, Legacy Letter, News, Wills & Trusts
A common misconception is that only wealthy individuals and people in high-risk professions, such as doctors or lawyers, need an asset protection plan. However, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a...
by Eileen Kerlin Walsh | Apr 25, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
If you are like most Americans, you have at least one to-do list. You might also use lists when you are shopping, brainstorming, setting goals, and planning for events. To-do lists, grocery lists, bucket lists . . . the list goes on. However, there is one crucial list...
by Eileen Kerlin Walsh | Apr 25, 2025 | Blog, Common Questions, Education, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, Legacy Letter, News, Wills & Trusts
Now that we are in late spring, we are well past the point at which most of us have abandoned our New Year’s resolutions. As in previous years, improving physical health ranked among the top goals that Americans set for themselves in 2025.[1] But while goals like...
