by Eileen Kerlin Walsh | Aug 4, 2017 | Blog, Estate Planning, Living Trusts, Wills & Trusts
Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than a will as the centerpiece of your estate plan. While there are other estate planning tools (such as joint tenancy, transfer on death, beneficiary...
by Eileen Kerlin Walsh | Jun 1, 2017 | Blog, Estate Planning, Living Trusts, Wills & Trusts
A dynasty trust is a lucrative Estate Planning tool that only applies to a small percentage of clients but when it’s used it saves hundreds of thousands dollars and can really create the legacy we care about so much! Below, we provide you with some information...
by Eileen Kerlin Walsh | May 23, 2017 | Blog, Estate Planning, Wills & Trusts
OK, great! You’ve finally decided it’s time to meet with an estate planning attorney and get your affairs in order. It’s time to make sure your family is protected. Now that you’ve scheduled the first appointment, what’s the next step? You can do one of two...
by Eileen Kerlin Walsh | May 2, 2017 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, Wills & Trusts
No one wants unnecessary court involvement in their life. But without careful and proactive estate planning, chances are that some aspect of your estate will end up being decided there. Here are two of the most common ways court proceedings can make...
by Eileen Kerlin Walsh | May 2, 2017 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, Wills & Trusts
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts,...
