National Regifting Day: Invite Your Clients to Give the Gift of a Well-Planned Future

by | Dec 15, 2025 | Blog, Client Relationships, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

During the holidays, we usually receive at least one gift that, let’s face it, falls a bit flat. When we were young, it might have been an itchy sweater from Grandma or a toy from Mom and Dad that we had outgrown. As adults, maybe someone got your clothing size wrong...

Helping Clients Protect What Matters Most: Key Guardian Planning Questions Every Advisor Should Understand

by | Nov 10, 2025 | Blog, Client Relationships, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

When working with families—particularly those with minor children—discussions about future planning can be sensitive but essential. One of the most overlooked elements of a comprehensive estate plan is guardian nomination: determining who will care for a client’s...

5 Things Advisors Should Know When Guiding New Parents About Wills

by | 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...

The Advisor’s Estate Planning Challenge: Test Your Knowledge!

by | 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...

Assisting Your Clients with Estate Planning: Beyond the Basics for Modern Families

by | 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...