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How to Become a Multigenerational, Purpose-Driven Advisor

by Eileen Kerlin Walsh | Sep 24, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Life Insurance, Living Trusts, Wills & Trusts

  Studies estimate that 70% of family wealth is lost by the end of the second generation and over 90% by the end of the third generation.[1] To help clients avoid becoming part of this statistic, advisors must be adept at bridging the disconnect among generations...

How to Create a Successful, Multigenerational Wealth Transfer Plan

by Eileen Kerlin Walsh | Sep 24, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Living Trusts

  Studies estimate that 70% of family wealth is lost by the end of the second generation and 90% by the end of the third generation.[1] Do not let your loved ones become part of this statistic. You must understand and work to overcome the disconnect among the...

Facebook Live From Ireland: Time for New Beginnings and Last Lemonade on the Porch this year

by Eileen Kerlin Walsh | Sep 17, 2021 | Blog, Client Relationships, Common Questions, Estate Planning, Facebook LIVE, Healthcare Decisions, Kerlin Walsh Law, Senior Services or Care, Wills & Trusts

  From Ireland, Eileen’s last “Lemonade on the Porch” Facebook Live of the season.      

Where the Road Rises: Donna Miller, Cook County Commissioner for the County’s 6th District

by Eileen Kerlin Walsh | Sep 13, 2021 | Blog, Where the Road Rises

  Eileen’s recent guest on “Where the Road Rises” was the force of nature that is Donna Miller, Cook County Commissioner for the County’s 6th District. Donna also serves as a mentor and role model to youth struggling to realize a bright future,...

The Property Sisters: Real Estate Closing Costs Part II of III – Processes & Costs Behind the Scenes

by Eileen Kerlin Walsh | Sep 1, 2021 | Blog, Client Relationships, Common Questions, Palos Park Property Sisters, Real Estate

In this three-part series, the Property Sisters help you better understand real estate contracts. Processes & Costs Behind the Scenes Many items agreed in the contract are handled by agents, title company and attorneys, without need to trouble seller and buyer....
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Business Start Date: 2006-04-18

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