by Eileen Kerlin Walsh | Feb 9, 2018 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, Wills & Trusts
The new tax legislation raises the federal estate tax exemption to $11.2 million for individuals and $22.4 million for couples. The increase means that an exceedingly small number of estates (only about 1,800, nationally) will have to worry about federal estate taxes...
by Eileen Kerlin Walsh | Nov 7, 2017 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, Wills & Trusts
There’s no one-size-fits-all estate plan, but an effective one will protect your privacy, free you from court interference, help you protect and manage your assets, save you money on taxes, and enable you to name the people you trust the most to act on your behalf....
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...
