Estate Planning for Your Clients’ Golden Years

by | Aug 16, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, Life Insurance, Living Trusts, Probate, Senior Services or Care, Wills & Trusts, Women and Estate Planning

  Estate planning is important for everyone, regardless of age. After living through the unprecedented pandemic, many people have a new perspective on life. However, although the pandemic generated more interest in estate planning, a 2021 study conducted by...

Facebook Live Lemonade on the Porch: To Term or Not to Term? The Union of Life Insurance and Estate Planning

by | Jul 23, 2021 | Blog, Common Questions, Estate Planning, Facebook LIVE, Life Insurance, Women and Estate Planning

From Eileen Kerlin Walsh’s Facebook Live Lemonade on the Porch   Today we are going to look at different types of life insurance and how you can use them to your benefit in estate planning.   Life insurance is a contract between two parties, typically...

Planning to Receive an Inheritance?

by | Jul 16, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Living Trusts, Probate, Real Estate, Wills & Trusts, Women and Estate Planning

  When we think of estate planning, we often think about preparing our accounts and property to go to our loved ones in a tax-efficient way, protected from probate, disgruntled heirs, beneficiaries’ creditors, divorcing spouses, bankruptcy, and the poor spending...