Assisting Your Client: Top 3 Questions to Ask Your Clients About Their Estate Plan

by | 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...

Property Sisters: Should I Buy a Home with Someone Other than a Spouse?

by | Apr 25, 2025 | Blog, Common Questions, Education, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, News, Palos Park Property Sisters, Real Estate, Wills & Trusts

Rising housing costs, the desire for companionship, and the need to share resources are increasingly leading buyers to consider co-owning a home with someone other than a spouse, such as a friend, relative, or significant other. Although this arrangement can be...

Property Sisters: How to Give Real Property to a Loved One at Your Death Without Probate Court Involvement

by | Mar 10, 2025 | Blog, Common Questions, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, News, Palos Park Property Sisters, Probate, Real Estate, Wills & Trusts

A home is often one of the most important assets that people own. Therefore, most people want to stay in their home until they die and then have a loved one receive it. One common way to pass a home to loved ones is through a will. However, transferring property with...

Assisting Your Client: Does A Revocable Living Trust Reduce A Federal Estate Tax Bill?

by | Feb 12, 2025 | Blog, Common Questions, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, Living Trusts, News, Probate, Wills & Trusts

Many believe that once one sets up and funds a revocable living trust, property held in the trust will completely avoid federal estate taxes after they die. In reality, a living trust does not provide any unique estate tax avoidance strategies. This article does...