Blog Articles
Info About Wills, Trusts, and More…
Hello and welcome! I am Eileen Kerlin Walsh, and I will bring you valuable and topical information on Estate Planning. Estate Planning is the legal process of protecting your assets and your loved ones in the event of disability or death.
Why do you need an estate plan? If you don’t have a valid Will or Trust, Illinois law determines how your assets pass, to whom and when. Having no estate plan can lead to unnecessary taxes, creditors, probate court and other undesirable results. This is the most costly way to pass assets to your loved ones. You can do much better and my column will show you how!
We know you love your Advisors, but…
Imagine the following scenario: For years, you have worked with a valued professional advisor who has become a close friend, maybe even closer than some of your family members. You know his or her family, attend church together, and know him or her to be a...
The Property Sisters: A Holiday Treat and Some Wisdom for the Snowbirds
As winter arrives, many of you will travel south to escape the cold. Below are some pointers to consider before you lock the door behind you. 1) Your destination state Research COVID-19 conditions and restrictions in the state you travel to. 2) Which...
What to Do If You Are in a Fender Bender and How It Might Affect Your Estate Planning
In the chilling words of George R. R. Martin’s fictional Game of Thrones characters, “Winter is coming.” Along with this change of seasons comes a change in driving conditions in much of North America—slippery roads, rain, snow, less sunlight during the...
Advisors: Do You Know the Real Impact of a Collision for Your Clients?
How A Fender Bender Might Impact Your Client's Finances and Estate Planning In the chilling words of George R. R. Martin’s fictional Game of Thrones characters, “Winter is coming.” Along with this change of seasons comes a change in driving conditions...
The Property Sisters: Share Your Story with a Priceless Gift, Just in Time for the Holidays
Your life story is priceless. So why not tell it through a Legacy Letter, a collection of stories that made you who you are and taught you what you believe. ShareMyLegacy.com is a program created by Eileen to help you easily write your Legacy Letter. It...
Advisors: Don’t Let Your Clients Fall Victim to These Common Myths
There are common estate planning myths that, left unaddressed, can create serious trouble for families and individuals, often leading to family conflict, permanently damaged relationships, and lengthy and expensive court battles. These are all avoidable! ...
Don’t Let These Common Myths Scare You
There are common estate planning myths that, left unaddressed, can create serious trouble for your loved ones, often leading to family conflict, permanently damaged relationships, and lengthy and expensive court battles. These are all avoidable! Myth #1:...
Facebook Live Cider in the Orchard: Social Security and Ode to Autumn
In her first Facebook Live of the Fall season, Cider in the Orchard, Eileen Kerlin Walsh shared information about Social Security and an Ode to Autumn. Welcome to our new fall...
How to Become a Multigenerational, Purpose-Driven Advisor
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
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...