by Carrie Rauwolf | Feb 18, 2026 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
Question 1: Should I tell my estate planning attorney that I am expecting an inheritance? Yes. While some people may be hesitant to count their chickens before they hatch, looping your estate planning attorney into your full financial picture is the best way to...
by Carrie Rauwolf | Feb 18, 2026 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Personal Development, Wills & Trusts
The United States is in the midst of the largest generational wealth transfer in history. Over the coming decades, baby boomers are expected to pass down an estimated $84 trillion in money and property. Receiving an inheritance can be a meaningful and transformative...
by Carrie Rauwolf | Feb 18, 2026 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Personal Development, Wellness, Wills & Trusts
If you are expecting an inheritance, an estate planning tool known as a trust may prove useful, depending on your circumstances. Among the numerous types of trusts aimed at fulfilling different estate planning purposes, an inheritor’s trust is specially designed to...
by Eileen Kerlin Walsh | Dec 15, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Personal Development, Power of Attorney, Wills & Trusts
Educational Overview for Advisors: State Death Taxes The United States imposes a federal estate tax at death, which is based on the total value of the deceased person’s estate—everything a person owns at the time of death—and is paid from the estate itself. In...
by Eileen Kerlin Walsh | Dec 15, 2025 | Blog, Client Relationships, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
The term homestead may seem like a throwback to pioneer days, but homestead exemption laws are highly relevant to today’s estate planning and can play a valuable role in a modern plan. When clients rely on you for guidance, understanding how these laws function can...
by Eileen Kerlin Walsh | 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...
