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...
by Eileen Kerlin Walsh | Jul 16, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Living Trusts, Probate, Senior Services or Care, Wills & Trusts, Women and Estate Planning
When we think of estate planning, we often think about preparing our clients’ accounts and property to go to their loved ones in a tax-efficient way, protected from probate, disgruntled heirs, beneficiaries’ creditors, divorcing spouses, bankruptcy, and the...
