To Spring or Not to Spring?

To Spring or Not to Spring?

by | Mar 15, 2022 | Blog, Client Relationships, End-of-Life wishes, Estate Planning, Facebook LIVE, Healthcare Decisions, Kerlin Walsh Law, Life Insurance, Power of Attorney, Real Estate, Wills & Trusts, Women and Estate Planning

Springing Financial Powers of Attorney Estate planning is about more than preparing for the inevitable. A good estate plan should also consider the unexpected. Your plan may have detailed instructions for what happens when you are no longer around, but what if...

How to ensure your well-meaning gift is a lucky blessing (instead of a curse)

by | Mar 1, 2022 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, Living Trusts, Mental Health, Power of Attorney, Probate, Wills & Trusts, Women and Estate Planning

Using a Standby Supplemental Needs Trust to Protect Your Loved Ones We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather forecast is sunny—just in case. When planning for the future, it is...

Is Your Client’s Well-Meaning Gift a Lucky Blessing (or a Curse)?

by | Mar 1, 2022 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, Life Insurance, Living Trusts, Mental Health, Power of Attorney, Wills & Trusts, Women and Estate Planning

We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather forecast is sunny—just in case. When helping clients plan for the future, it is also important to consider what will happen just in...

Advisors: Presidential Estate Planning Lessons You Can Use to Advise Your Clients

by | Feb 10, 2022 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Legacy Letter, Life Insurance, Living Trusts, Power of Attorney, Real Estate, Share My Legacy, Wills & Trusts, Women and Estate Planning

  February marks a month in which we celebrate U.S. Presidents. Let’s examine a few of the important lessons your clients can learn from the estate planning of some of our country’s most famous political leaders.   George Washington Washington was arguably...

Estate Planning Lessons We Learned from U.S. Presidents

by | Feb 10, 2022 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Living Trusts, Real Estate, Wills & Trusts, Women and Estate Planning

  February marks a month in which we celebrate U.S. presidents. Let’s examine a few of the important lessons we can learn from the estate planning of some of our country’s most famous political leaders.   George Washington Washington was arguably the most...