by Eileen Kerlin Walsh | May 20, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
Myth 1: My spouse and I had our estate plan prepared 20 years ago. It is done and off our to-do list until one of us passes away. Fact: Estate planning is not a one-and-done event. By not updating your estate plan to account for changes in your circumstances or those...
by Eileen Kerlin Walsh | May 20, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
Do you know which of your accounts have beneficiary designations, sometimes called transfer-on-death (TOD) or payable-on-death (POD) designations? Have you updated them recently? Are you aware of what can go wrong if there are issues with your beneficiary designation...
by Eileen Kerlin Walsh | May 20, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
The term estate may bring to mind mansions, vast fortunes, and a level of wealth that many people do not possess. This misconception may lead to the false impression that estate planning is only for the rich and famous, discouraging those with more modest means from...
by Eileen Kerlin Walsh | May 20, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
In many families, everyone gets along, happily gathering for the holidays, sharing laughs, telling stories, and enjoying each other’s company. Then, the matriarch or patriarch dies. Suddenly, years of pent-up resentment and hurt feelings surface, and the once-happy...
by Eileen Kerlin Walsh | May 20, 2025 | Blog, Common Questions, Education, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts
Is Outright Distribution the Perfect Fit for Your Loved Ones? Although Americans are living longer and spending more time—and money—in retirement, many parents intend to leave an inheritance to their children. The exact amount can vary greatly depending on individual...
by Eileen Kerlin Walsh | Apr 25, 2025 | Blog, Common Questions, Education, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, Legacy Letter, News, Power of Attorney, Wills & Trusts
As a trusted advisor, you provide expert guidance to your clients regarding many financial planning matters. It makes sense that you will come across clients who ask about estate planning. Even if they do not ask, you can start the conversation by inquiring if they...
