Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Clients Estates

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

Key Insights for Professionals Supporting Clients Through Estate Planning Many proactive clients understand the importance of having an estate plan, yet they often assume it applies only after death. From your vantage point, it can be useful to highlight that a...

Estate Planning Facts to Share with Clients This Holiday Season

by | Dec 15, 2025 | Blog, Client Relationships, Common Questions, Education, End-of-Life wishes, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts

Every year around Christmas, stores and malls across America are transformed into winter wonderlands, complete with elves, ornaments, artificial snow, and larger-than-life decorations. Many children stare in wide-eyed wonder as they wait to sit on Santa’s lap and...

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...