Advisors – Preparing Clients for Possible Post-Election Tax Law Changes

by Eileen Kerlin Walsh | Oct 5, 2020 | Blog, Common Questions, Estate Planning, Living Trusts, News, Wills & Trusts

  Wealth Transfer Strategies to Consider in an Election Year The 2020 election is almost upon us. The recent past has taught us that trying to predict the results of an election can be futile at best. Still, our clients need timely counsel regarding their wealth...

Important Considerations Before Heading Off For The Winter

by Eileen Kerlin Walsh | Aug 28, 2020 | Blog, Common Questions, Estate Planning, News, Wills & Trusts

As winter approaches, many people travel south to escape the cold. Before you lock your front door and embark on your annual retreat, below are some points to consider. What is happening in your destination state? Because we are still in the midst of a pandemic, it...

A Checklist: What To Do Before Heading South For The Winter

by Eileen Kerlin Walsh | Aug 28, 2020 | Blog, Common Questions, Estate Planning, News, Wills & Trusts

As you prepare for your upcoming travel, make sure to ready yourself and your home, take important security measures, and your estate plan before you depart. Personal Preparation Pack clothing and other personal belongings appropriate for the weather in your...

Advisors – Assisting Clients With Their Winter Travel

by Eileen Kerlin Walsh | Aug 28, 2020 | Blog, Common Questions, Estate Planning, News, Wills & Trusts

As winter approaches, many clients migrate south to escape the cold. If you are meeting with a client before the client departs or after the client has arrived in the destination state, below are some important considerations for discussion. Which state does the...

Snowbirds: What You Need To Know About Renting Out Your Property

by Eileen Kerlin Walsh | Aug 28, 2020 | Blog, Common Questions, Estate Planning, News, Wills & Trusts

Retreating to a warmer climate for the winter sounds like an ideal way to spend a few months. To help make this dream a reality, some individuals choose to rent out their second homes when they are not in use. But before you consider listing your second home for rent,...

Retirement Account Basics for 2020

by Eileen Kerlin Walsh | Jul 31, 2020 | Blog, Common Questions, Estate Planning, Living Trusts, News, Wellness, Wills & Trusts

The COVID-19 pandemic has led to volatile markets, and your retirement account may have a much smaller balance than only a few short months ago. In response to the economic fallout stemming from the pandemic, Congress passed the Coronavirus Aid, Relief, and Economic...