by Eileen Kerlin Walsh | Feb 10, 2022 | Client Relationships, Common Questions, Education, Estate Planning, Wills & Trusts
For grandparents who want to leave a legacy to their grandchildren, the gift of a 529 college savings plan is an option. Opening a 529 plan account can help a grandchild with educational expenses, and can also help grandparents with their estate planning goals. In the...
by Eileen Kerlin Walsh | Feb 10, 2022 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Legacy Letter, Life Insurance, Living Trusts, Power of Attorney, Real Estate, Share My Legacy, Wills & Trusts, Women and Estate Planning
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...
by Eileen Kerlin Walsh | Feb 10, 2022 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Living Trusts, Real Estate, Wills & Trusts, Women and Estate Planning
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...
by Eileen Kerlin Walsh | Feb 1, 2022 | Blog, Common Questions, Estate Planning, Palos Park Property Sisters, Personal Development, Wills & Trusts, Women and Estate Planning
Part I of II As we’re ending February and well into the new year…how are you doing? Maybe you haven’t fully committed to your New Year’s Resolutions? Not to worry, you have 10 glorious months left! Our recommendations will breathe fresh air into your home, your...
by Eileen Kerlin Walsh | Dec 20, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Life Insurance, Living Trusts, Power of Attorney, Probate, Real Estate, Wills & Trusts, Women and Estate Planning
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...
by Eileen Kerlin Walsh | Dec 20, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Life Insurance, Living Trusts, Power of Attorney, Probate, Wills & Trusts, Women and Estate Planning
Imagine the following scenario: For years, you have worked with a valued professional advisor who has become a close friend, maybe even closer than some of your family members. You know his or her family, attend church together, and know him or her to be a...
