by Eileen Kerlin Walsh | Jul 30, 2024 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
If you’ve been appointed an executor of a loved one’s estate, or a successor trustee, and that person dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out of town...
by Eileen Kerlin Walsh | Jun 30, 2024 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
Most financially savvy individuals begin planning their estate when they’re in peak mental shape. The idea that this might change at some point in the distant future is an unpleasant one, and they would rather go about their estate planning as if they’ll be as sharp...
by Eileen Kerlin Walsh | Jun 29, 2024 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
Having an estate plan is a great way to ensure you and your loved ones are protected today and in the future. When creating an estate plan, we look at what is going on in your life at that time. But because life is full of changes, it is important to make sure your...
by Eileen Kerlin Walsh | Jun 29, 2024 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
When most people think about creating an estate plan, they usually focus on what will happen when they die. They typically do not consider what their wishes would be if they were alive but unable to manage their own affairs (in other words, if they are alive but...
by Eileen Kerlin Walsh | Jun 29, 2024 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
The Internal Revenue Code assesses a tax (gift or estate) on the transfer of money or property from one person to another during life or at death, with some exceptions. If you own accounts or property that are worth a lot of money and you expect them to continue to...
by Eileen Kerlin Walsh | Jun 29, 2024 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
Every year on the Fourth of July, Americans across the country celebrate our nation’s declaration of independence from Great Britain. Yet only about one-third of Americans have an estate plan—meaning that most Americans have given up their independence when it comes...
