by Eileen Kerlin Walsh | Sep 1, 2026 | Blog, Client Relationships, Common Questions, Education, Estate Planning, Inheritance Planning, Kerlin Walsh Law, Life Insurance, News, Wills & Trusts
KEY TAKEAWAYS Life insurance should evolve with your life. The lowest-cost option is not necessarily the right long-term choice. Different policies involve different levels of flexibility, risk, and responsibility. Life insurance can help protect assets you want to...
by Eileen Kerlin Walsh | Aug 25, 2026 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, Mental Health, News, Power of Attorney, Wills & Trusts
KEY TAKEAWAYS Life insurance provides cash when your family may need it most. Life insurance can help create a more balanced inheritance. Life insurance can support a variety of estate planning goals. Your beneficiary designation can override your will. Who you name...
by Eileen Kerlin Walsh | Aug 25, 2026 | Blog, Common Questions, Education, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts
KEY TAKEAWAYS Choose decision-makers based on both trust and location. Financial and medical powers of attorney have different needs. An out-of-state executor may need local support. Make important documents accessible from anywhere. Plan for distance before it...
by Eileen Kerlin Walsh | Aug 25, 2026 | Blog, Client Relationships, Estate Planning, Kerlin Walsh Law, Power of Attorney, Real Estate, Referrals, Wills & Trusts
A financial plan can be flawless and still fail the moment a client dies, because a beneficiary designation nobody updated in ten years overrides every instruction written into their Trust. Clients are already asking advisors to close that gap. National research found...
by Eileen Kerlin Walsh | Aug 19, 2026 | Blog, Common Questions, Education, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, Mental Health, News, Power of Attorney, Wellness, Wills & Trusts
KEY TAKEAWAYS A dementia diagnosis does not automatically mean loss of legal capacity. Medical diagnosis and legal capacity operate on different timelines. Waiting can significantly reduce a family’s options. Several legal and financial matters should be reviewed...
by Eileen Kerlin Walsh | Aug 19, 2026 | Blog, Common Questions, Education, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, Mental Health, News, Power of Attorney, Wellness, Wills & Trusts
KEY TAKEAWAYS Good intentions don’t equal legal authority. Unclear family roles can create costly delays. Informal family agreements may fall apart under pressure. The person who naturally takes charge still needs proper authority. Formal estate planning replaces...
