by Eileen Kerlin Walsh | Apr 11, 2017 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, Wills & Trusts
5 Essential Legal Documents You Need for Incapacity Planning Comprehensive estate planning is more than your legacy after death, avoiding probate and saving on taxes — this area we are referring to is called Incapacity Planning. Good estate planning...
by Eileen Kerlin Walsh | Apr 11, 2017 | Blog, Estate Planning, Living Trusts, Wills & Trusts
Do It Now: Name a Guardian for Your Minor Child(ren) We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger will determine who...
by Eileen Kerlin Walsh | Mar 21, 2017 | Blog, Common Questions, Estate Planning, Living Trusts, Wills & Trusts
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs – collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep...
by Eileen Kerlin Walsh | Feb 20, 2017 | Blog, Estate Planning, Wills & Trusts
A pet trust is an excellent way to make sure your beloved pet will receive proper care after you pass on or become incapacitated. It’s critical to set up a pet trust correctly to ensure there are no loopholes or unforeseen situations that could make your plans...
by Eileen Kerlin Walsh | Dec 6, 2016 | Blog, Estate Planning, Wills & Trusts
If you want to leave a robust financial legacy for your family, a financial plan alone is only part of the big picture for your overall monetary health. A well-informed financial plan is worth your time for several reasons, but let’s look at how financial and...
by Eileen Kerlin Walsh | Nov 14, 2016 | Blog, Estate Planning, Wills & Trusts
Many of us labor a lifetime to build up our assets and fight for causes that matter to us. Few things are more fulfilling than the thought of sharing wealth and legacy with our family. Of course, it’s impossible to plan for every eventuality, but careful...