Advisors: Helping Clients with Anticipated Inheritance

  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...

Simultaneous Deaths: What If My Spouse and I Die at the Same Time?

  The chances of a married couple dying in a common accident or within a very short time of one another are probably quite slim. However, it does happen. And it happens frequently enough that most states have laws to address the issue and the problems that can...

Living, Testamentary, and Constructive Trusts: Are They All the Same?

  In the world of estate planning, terms that refer to legal documents such as wills, trusts, powers of attorney, and healthcare directives can be confusing and even overwhelming at times. What is a will, and how does it differ from a trust? What distinguishes a...

Types of Life Insurance and How They Can Be Used in Estate Planning

https://kerlinwalshlaw.com/wp-content/uploads/2021/06/Life-Insurance-and-Estate-Planning-video.mp4   Many of us do not start thinking about life insurance until we get our first full-time job and the company’s human resources representative asks us if we want to...

For Our Clients: Landed a New Job? Crucial Financial & Estate Planning Components for Success

  Whether starting a career or transitioning to a new one, financial and estate planning can be crucial components in creating a successful future.   It’s important to create, review or update financial documents and estate plans, with any of the following...

Advisors: Client Landed a New Job? Crucial Financial & Estate Planning Components for Success

  Whether starting a career or transitioning to a new one, financial and estate planning can be crucial components in creating a successful future.   It’s important to create, review or update financial documents and estate plans, with any of the following...