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...
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...
