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...

What to Do If You Are in a Fender Bender and How It Might Affect Your Estate Planning

by | Nov 23, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Healthcare Decisions, Life Insurance, News, Power of Attorney, Wills & Trusts, Women and Estate Planning

  In the chilling words of George R. R. Martin’s fictional Game of Thrones characters, “Winter is coming.”    Along with this change of seasons comes a change in driving conditions in much of North America—slippery roads, rain, snow, less sunlight during the...

Advisors: Don’t Let Your Clients Fall Victim to These Common Myths

by | Oct 22, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Healthcare Decisions, Life Insurance, Living Trusts, Power of Attorney, Probate, Real Estate, Wills & Trusts, Women and Estate Planning

  There are common estate planning myths that, left unaddressed, can create serious trouble for families and individuals, often leading to family conflict, permanently damaged relationships, and lengthy and expensive court battles. These are all avoidable!  ...

Don’t Let These Common Myths Scare You

by | Oct 22, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Healthcare Decisions, Life Insurance, Living Trusts, Power of Attorney, Probate, Real Estate, Wills & Trusts, Women and Estate Planning

  There are common estate planning myths that, left unaddressed, can create serious trouble for your loved ones, often leading to family conflict, permanently damaged relationships, and lengthy and expensive court battles. These are all avoidable!   Myth #1:...

Facebook Live Lemonade on the Porch: What do DoorDash and POA Have in Common?

by | Aug 27, 2021 | Blog, Client Relationships, Common Questions, Facebook LIVE, Healthcare Decisions, Living Trusts, Power of Attorney, Wills & Trusts

  Facebook Live Lemonade on the Porch: What do DoorDash and POA Have in Common? https://kerlinwalshlaw.com/wp-content/uploads/2021/09/FB-Live-2021-08-27-What-do-Door-Dash-and-POA-have-in-common.mp4     Hello, my lovelies. Welcome to Lemonade on the...