by Eileen Kerlin Walsh | Aug 28, 2020 | Blog, Common Questions, Estate Planning, News, Wills & Trusts
As winter approaches, many clients migrate south to escape the cold. If you are meeting with a client before the client departs or after the client has arrived in the destination state, below are some important considerations for discussion. Which state does the...
by Eileen Kerlin Walsh | Aug 28, 2020 | Blog, Common Questions, Estate Planning, News, Wills & Trusts
Retreating to a warmer climate for the winter sounds like an ideal way to spend a few months. To help make this dream a reality, some individuals choose to rent out their second homes when they are not in use. But before you consider listing your second home for rent,...
by Eileen Kerlin Walsh | Jul 31, 2020 | Blog, Common Questions, Estate Planning, Living Trusts, News, Wellness, Wills & Trusts
The COVID-19 pandemic has led to volatile markets, and your retirement account may have a much smaller balance than only a few short months ago. In response to the economic fallout stemming from the pandemic, Congress passed the Coronavirus Aid, Relief, and Economic...
by Eileen Kerlin Walsh | Jul 31, 2020 | Blog, Common Questions, Estate Planning, News, Wellness, Wills & Trusts
Many scientific studies have established that there is a wide range of benefits flowing from a positive attitude and positive thinking. At a time when many are focused on worst-case scenarios and gloomy predictions, you can resist the pull of negativity and embrace...
by Eileen Kerlin Walsh | Jul 31, 2020 | Blog, Common Questions, Estate Planning, Living Trusts, News, Wellness, Wills & Trusts
The COVID-19 pandemic has led to volatile markets, resulting in retirement accounts with much smaller balances than only a few short months ago. In response to the economic fallout stemming from the pandemic, Congress passed the Coronavirus Aid, Relief, and Economic...
