Lessons from Warren Buffett’s Estate Plan: Generosity, Adaptability, and Transparency

by Eileen Kerlin Walsh | Mar 10, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

Warren Buffett, known as the Oracle of Omaha, is one of the most successful investors of all time. His disciplined approach to investing, combined with his understanding of markets and financial foresight, has made him a global icon and model of success in the...

Beware of Trust Scams–and How to Spot Them

by Eileen Kerlin Walsh | Mar 10, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

Trusts are widely used in estate planning to protect and transfer a person’s assets (money, accounts, property, etc.), sometimes in a tax-advantaged manner. Some trusts are highly complex, with multiple parties, intricate structures, specialized legal terms, and...

Money Isn’t Everything in Estate Planning

by Eileen Kerlin Walsh | Mar 10, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, Legacy Letter, News, Power of Attorney, Wills & Trusts

How to Pass Your Stories and Values to Future Generations Money and property may be the most discussed types of wealth that a person owns, but the riches of their experience and wisdom can mean even more to loved ones down the line. Reinforcement of family traditions...

Estate Planning That Expresses Who You Are

by Eileen Kerlin Walsh | Mar 10, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, Legacy Letter, News, Wills & Trusts

5 Things to Talk About with Your Family You intend to pass along your hard-earned money and property through your estate plan, but what about your wisdom? Ensuring that you successfully pass all of this along may call for a family meeting to discuss your finances,...

Who Needs an Estate Plan?

by Eileen Kerlin Walsh | Mar 10, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

If you are reading this, you need an estate plan. Why? The short answer is that everyone age 18 and older needs an estate plan. It does not matter whether you are old or young, have built up considerable wealth or are just entering adulthood—you need a written plan to...

Important Legacy Questions You Should Answer in Your Estate Plan

by Eileen Kerlin Walsh | Mar 10, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, Legacy Letter, News, Wills & Trusts

When beginning any type of planning, you usually start with some preliminary questions. Estate planning is no different. When you begin the process, your estate planning attorney will likely ask about your family members, the accounts and property you own, and whom...