Estate Planning for Your Clients’ Golden Years

  Estate planning is important for everyone, regardless of age. After living through the unprecedented pandemic, many people have a new perspective on life. However, although the pandemic generated more interest in estate planning, a 2021 study conducted by...

Simultaneous Deaths: What If My Spouse and I Die at the Same Time?

  The chances of a married couple dying in a common accident or within a very short time of one another are probably quite slim. However, it does happen. And it happens frequently enough that most states have laws to address the issue and the problems that can...

Types of Life Insurance and How They Can Be Used in Estate Planning

https://kerlinwalshlaw.com/wp-content/uploads/2021/06/Life-Insurance-and-Estate-Planning-video.mp4   Many of us do not start thinking about life insurance until we get our first full-time job and the company’s human resources representative asks us if we want to...

For Our Clients: Landed a New Job? Crucial Financial & Estate Planning Components for Success

  Whether starting a career or transitioning to a new one, financial and estate planning can be crucial components in creating a successful future.   It’s important to create, review or update financial documents and estate plans, with any of the following...

Advisors: Client Landed a New Job? Crucial Financial & Estate Planning Components for Success

  Whether starting a career or transitioning to a new one, financial and estate planning can be crucial components in creating a successful future.   It’s important to create, review or update financial documents and estate plans, with any of the following...