Assisting Your Clients: Three Types of Trusts to Plan for Minor Children and Grandchildren

by | Jul 30, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, Legacy Letter, News, Wills & Trusts

There are certain reasons that establishing an estate plan can be of the utmost importance. Having minor children or grandchildren is one of those reasons. Most parents do not have time to keep up with their own tasks, let alone consider what would happen if they died...

The Wrong Successor Trustee Can Derail Your Final Wishes

by | May 20, 2025 | Blog, Common Questions, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, Legacy Letter, News, Power of Attorney, Wills & Trusts

Many estate plans contain revocable living trusts that will become irrevocable (cannot be easily changed or terminated) when the trustmaker dies. Such trusts may benefit the surviving spouse during their lifetime and may continue for the benefit of several additional...

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...