by Eileen Kerlin Walsh | Jun 1, 2017 | Blog, Estate Planning, Living Trusts, Wills & Trusts
A dynasty trust is a lucrative Estate Planning tool that only applies to a small percentage of clients but when it’s used it saves hundreds of thousands dollars and can really create the legacy we care about so much! Below, we provide you with some information...
by Eileen Kerlin Walsh | May 23, 2017 | Blog, Estate Planning, Wills & Trusts
OK, great! You’ve finally decided it’s time to meet with an estate planning attorney and get your affairs in order. It’s time to make sure your family is protected. Now that you’ve scheduled the first appointment, what’s the next step? You can do one of two...
by Eileen Kerlin Walsh | May 2, 2017 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, Wills & Trusts
No one wants unnecessary court involvement in their life. But without careful and proactive estate planning, chances are that some aspect of your estate will end up being decided there. Here are two of the most common ways court proceedings can make...
by Eileen Kerlin Walsh | May 2, 2017 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, Wills & Trusts
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts,...
by Eileen Kerlin Walsh | Apr 25, 2017 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, Wills & Trusts
Estate planning offers many ways to leave your wealth to your children, but it’s just as important to know what not to do. Here are some things that are all-too-common, but textbook examples of what not to do or try…. Oral Wills If you feel you have a...
by Eileen Kerlin Walsh | Apr 25, 2017 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, Wills & Trusts
When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to...
