by Eileen Kerlin Walsh | Oct 22, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Healthcare Decisions, Life Insurance, Living Trusts, Power of Attorney, Probate, Real Estate, Wills & Trusts, Women and Estate Planning
There are common estate planning myths that, left unaddressed, can create serious trouble for your loved ones, often leading to family conflict, permanently damaged relationships, and lengthy and expensive court battles. These are all avoidable! Myth #1:...
by Eileen Kerlin Walsh | Sep 24, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Life Insurance, Living Trusts, Wills & Trusts
Studies estimate that 70% of family wealth is lost by the end of the second generation and over 90% by the end of the third generation.[1] To help clients avoid becoming part of this statistic, advisors must be adept at bridging the disconnect among generations...
by Eileen Kerlin Walsh | Sep 24, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Living Trusts
Studies estimate that 70% of family wealth is lost by the end of the second generation and 90% by the end of the third generation.[1] Do not let your loved ones become part of this statistic. You must understand and work to overcome the disconnect among the...
by Eileen Kerlin Walsh | Aug 16, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, Life Insurance, Living Trusts, Probate, Senior Services or Care, Wills & Trusts, Women and Estate Planning
Estate planning is important for everyone, regardless of age. After living through the unprecedented pandemic, many people have a new perspective on life. However, although the pandemic generated more interest in estate planning, a 2021 study conducted by...
by Eileen Kerlin Walsh | Aug 16, 2021 | Blog, Common Questions, End-of-Life wishes, Estate Planning, Healthcare Decisions, Living Trusts, Probate, Wills & Trusts, Women and Estate Planning
Estate planning is important for everyone, regardless of age. After living through the unprecedented pandemic, many people have a new perspective on life. However, although the pandemic generated more interest in estate planning, a 2021 study conducted by...
by Eileen Kerlin Walsh | Jul 16, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Living Trusts, Probate, Real Estate, Wills & Trusts, Women and Estate Planning
When we think of estate planning, we often think about preparing our accounts and property to go to our loved ones in a tax-efficient way, protected from probate, disgruntled heirs, beneficiaries’ creditors, divorcing spouses, bankruptcy, and the poor spending...
