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Advisors – Getting Your Clients Ready for 2021

by Eileen Kerlin Walsh | Dec 3, 2020 | Blog, Common Questions, Estate Planning, Living Trusts, News, Wills & Trusts

This year is quickly coming to a close. For many of us, December 31 cannot come soon enough, as 2020 has been anything but a walk in the park. The first quarter of 2020 brought a worldwide pandemic. Not only did this raise concerns about everyone’s health and safety,...

Getting Ready for 2021

by Eileen Kerlin Walsh | Dec 3, 2020 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, Living Trusts, News, Wills & Trusts

This year is quickly coming to a close. For many of us, December 31 cannot come soon enough, as 2020 has been anything but a walk in the park. The first quarter of 2020 brought a worldwide pandemic. Not only did this raise concerns about everyone’s health and safety,...

Advisors – Wills versus Trusts – Trusts Win

by Eileen Kerlin Walsh | Nov 4, 2020 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, Living Trusts, News, Wills & Trusts

Find Out What a Trust Can Do That a Will Can’t Right now, the estate tax exemption surpasses $10 million (doubled if a client is married), and although it is due to revert back to $5 million (adjusted for inflation) in 2026, many clients believe their revocable trusts...

Wills Versus Trusts

by Eileen Kerlin Walsh | Nov 4, 2020 | Blog, Common Questions, Estate Planning, Living Trusts, News, Wills & Trusts

A Quick & Simple Reference Guide Confused about the differences between a will and a trust? If so, you are not alone. While it is always wise to contact experts like us, it is also important to understand the basics. Here is a quick and simple reference guide:...

Revocable Trust Versus Irrevocable Trust

by Eileen Kerlin Walsh | Nov 4, 2020 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, Living Trusts, News, Wills & Trusts

Which Is Best for You? A properly funded trust allows you to avoid probate, minimize taxes, provides organization, maintains control, and provides for yourself and your heirs. In its most simple terms, a trust is a book of instructions wherein you tell your trusted...
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