Estate Planning Facts to Share with Clients This Holiday Season

by | Dec 15, 2025 | Blog, Client Relationships, Common Questions, Education, End-of-Life wishes, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts

Every year around Christmas, stores and malls across America are transformed into winter wonderlands, complete with elves, ornaments, artificial snow, and larger-than-life decorations. Many children stare in wide-eyed wonder as they wait to sit on Santa’s lap and...

The Advisor’s Estate Planning Challenge: Test Your Knowledge!

by | Nov 10, 2025 | Blog, Client Relationships, Common Questions, Education, End-of-Life wishes, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts

In 2025, what is the total amount of money and property that a person can gift during their lifetime and leave at their death (other than to their spouse) without owing any federal estate tax? $5 million $15 million $13.99 million as much as you want The correct...

Property Sisters: If You Own Your Property This Way, You May Accidentally Disinherit Your Own Children

by | Nov 9, 2025 | Blog, Common Questions, Education, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, News, Palos Park Property Sisters, Real Estate, Wills & Trusts

Do you own your home, other property, or a financial account with someone else, such as a spouse or an adult child? If so, you might be surprised to learn that a common way of owning property could cause problems for your loved ones in the future. While there are...

Property Sisters: What to Do When You Do Not Own What You Think You Own

by | Oct 1, 2025 | Blog, Common Questions, Education, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, News, Palos Park Property Sisters, Real Estate, Wills & Trusts

Imagine the following scenario: You have been living in a house for years. As your mother’s sole heir, you inherited it from her when she passed away. You pay the taxes and insurance. You make the repairs and mow the lawn. You call it home, and everyone in the family...

Assisting Your Clients: 3 Powers to Consider Giving to a Trust Protector

by | Aug 29, 2025 | Blog, Common Questions, Education, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts

Many estate plans today include trusts that become irrevocable upon the trustmaker’s death and continue for the benefit of a surviving spouse, children, or other loved ones. Some trusts are designed to span multiple generations. For example, a trust may leave an...

Assisting Your Clients: Three Celebrity Deaths Highlight Important Estate Planning Considerations

by | Aug 29, 2025 | Blog, Common Questions, Education, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

The Estate of a Heavyweight: George Foreman’s Final Chapter Born into an impoverished Houston household in 1949, George Foreman lived a rags-to-riches tale of pure Americana: Olympic gold medalist, heavyweight boxing champion, ordained minister, global pitchman, and...