by Eileen Kerlin Walsh | Nov 10, 2025 | Blog, Client Relationships, Common Questions, Education, Estate Planning, Kerlin Walsh Law, Living Trusts, News, Power of Attorney, Wills & Trusts
For many clients, becoming a parent brings tremendous joy—along with new responsibilities and a deeper sense of planning for the future. It’s also often the first time they begin thinking seriously about what would happen if they were no longer here to care for their...
by Eileen Kerlin Walsh | Nov 10, 2025 | Blog, Client Relationships, Common Questions, Education, End-of-Life wishes, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts
In 2025, what is the total amount of money and property that a person can gift during their lifetime and leave at their death (other than to their spouse) without owing any federal estate tax? $5 million $15 million $13.99 million as much as you want The correct...
by Eileen Kerlin Walsh | Nov 10, 2025 | Blog, Client Relationships, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
Today’s families take many different forms. Some are blended through divorce and remarriage while others are built through long-term partnerships, adoption, or fostering. Families may include same-sex or opposite-sex couples; married or unmarried partners; or children...
by Eileen Kerlin Walsh | Nov 10, 2025 | Blog, Client Relationships, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
Top 3 Reasons Your Clients May Not Have an Estate Plan—and How You Can Help During your discussions with other advisors or while reading industry publications, you have likely come across startling statistics about the number of Americans without an estate plan. The...
by Eileen Kerlin Walsh | Oct 12, 2023 | Blog, Client Relationships, Estate Planning, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts
Most people usually think about who will receive their retirement and bank accounts, life insurance proceeds, real estate, and other valuable possessions upon their death. However, a person’s personal property (their stuff) can also be a source of value that needs to...
by Eileen Kerlin Walsh | Oct 12, 2023 | Blog, Client Relationships, Estate Planning, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts
In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Nevertheless, according to a 2021...
