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...

Assisting Your Clients with Estate Planning: The Missing Piece in Their Financial Puzzle

by | 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...

Estate Planning Awareness Week: The Importance to You and Your Loved Ones of Having an Estate Plan

by | 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...