by Eileen Kerlin Walsh | Mar 12, 2018 | Blog, Estate Planning, Wills & Trusts
Preparing your company for your incapacity or death is vital to the survival of the enterprise. Otherwise, your business will be disrupted and harm your customers, employees, vendors, and ultimately, your family. For this reason, proactive financial planning —...
by Eileen Kerlin Walsh | Feb 9, 2018 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, Wills & Trusts
The new tax legislation raises the federal estate tax exemption to $11.2 million for individuals and $22.4 million for couples. The increase means that an exceedingly small number of estates (only about 1,800, nationally) will have to worry about federal estate taxes...
by Eileen Kerlin Walsh | Nov 10, 2017 | Blog, Estate Planning, Wills & Trusts
First of all, we would like to thank our veterans for everything they sacrifice and do for our great country! With Veterans Day tomorrow, we wanted to take the opportunity to share some information about Estate Planning for Military Families. We are also offering...
by Eileen Kerlin Walsh | Nov 7, 2017 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, Wills & Trusts
There’s no one-size-fits-all estate plan, but an effective one will protect your privacy, free you from court interference, help you protect and manage your assets, save you money on taxes, and enable you to name the people you trust the most to act on your behalf....
by Eileen Kerlin Walsh | Aug 4, 2017 | Blog, Estate Planning, Living Trusts, Wills & Trusts
5 Things to Talk about with Your Family Before You Become Incapacitated or Die You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for a family meeting to have a conversation about...
