Is Your Client’s Well-Meaning Gift a Lucky Blessing (or a Curse)?

We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather forecast is sunny—just in case. When helping clients plan for the future, it is also important to consider what will happen just in...

Advisors: Presidential Estate Planning Lessons You Can Use to Advise Your Clients

  February marks a month in which we celebrate U.S. Presidents. Let’s examine a few of the important lessons your clients can learn from the estate planning of some of our country’s most famous political leaders.   George Washington Washington was arguably...

Estate Planning Lessons We Learned from U.S. Presidents

  February marks a month in which we celebrate U.S. presidents. Let’s examine a few of the important lessons we can learn from the estate planning of some of our country’s most famous political leaders.   George Washington Washington was arguably the most...

2021 Year in Review from Kerlin Walsh Law

  What a year 2021 was! It was challenging as we re-entered work, school, holidays and events. Through all the difficulties, we continued to keep calm and carry on at Kerlin Walsh Law, as we have done for 20+ years.   We launched several new initiatives in...

Advisors: When a Client Wants to Make You Beneficiary…

Imagine the following scenario: As a professional advisor, you have worked with a married couple for decades. They have been ideal clients, have taken a genuine interest in you and your family, and have told you on multiple occasions how much they appreciate your...