Want to Disinherit Someone? This Is What You Need to Know

by Eileen Kerlin Walsh | Jun 20, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

Disinheritance—the intentional exclusion of a family member, usually a child or spouse, from receiving part of your estate after your death—is more common than you might think. It is also easier than you might think to disinherit a loved one, with a couple of notable...

Do You Go By Different Names? Ensure That Your Estate Planning Attorney Knows

by Eileen Kerlin Walsh | Jun 20, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

What is in a name? If you are a beneficiary or a creditor of an estate, or if you are setting up an estate plan, your name means a great deal. It is not unusual for a person to go by different names, such as the name we are given at birth and the names we choose for...

How an Inheritance Can Enhance Your Loved One’s Educational Experience

by Eileen Kerlin Walsh | Jun 20, 2025 | Blog, Common Questions, Education, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

A primary goal of estate planning is to financially provide for your loved ones. One way to ensure that they are set up for lifelong success is with an inheritance that pays for their education. Higher levels of education are positively correlated with better life...

Assisting Your Client: Which Trust Is Right For Your Client?

by Eileen Kerlin Walsh | May 21, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

Evidence suggests that many people are establishing trusts as part of an estate plan. Some motivations for creating a trust include avoiding probate, preserving privacy, planning for incapacity, protecting a beneficiary’s inheritance from creditors, minimizing estate...

Assisting Your Client: Show your clients a richer planning approach

by Eileen Kerlin Walsh | May 21, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, Living Trusts, News, Probate, Wills & Trusts

Discussions about money are never just about the exact dollar amounts listed on paper. They are inherently emotional because a person’s wealth is tied to everything they have worked for and hope to pass on as their legacy. Clients can incorporate their values, life...

Assisting Your Client: Helping Clients Pass on Their Wealth

by Eileen Kerlin Walsh | May 21, 2025 | Blog, Common Questions, Education, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

Is Outright Distribution the Right Choice for Your Clients? An inheritance can be life-changing. Many younger Americans, stuck in a cycle of debt and rising costs, are anticipating their cut of the $84 trillion “Great Wealth Transfer”—a term financial experts use to...