by Eileen Kerlin Walsh | 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...
by Eileen Kerlin Walsh | Apr 25, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, Legacy Letter, News, Wills & Trusts
A common misconception is that only wealthy individuals and people in high-risk professions, such as doctors or lawyers, need an asset protection plan. However, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a...
by Eileen Kerlin Walsh | Apr 25, 2025 | Blog, Common Questions, Education, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, Legacy Letter, News, Wills & Trusts
Now that we are in late spring, we are well past the point at which most of us have abandoned our New Year’s resolutions. As in previous years, improving physical health ranked among the top goals that Americans set for themselves in 2025.[1] But while goals like...
by Eileen Kerlin Walsh | Mar 10, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, Legacy Letter, News, Power of Attorney, Wills & Trusts
How to Pass Personal Stories and Values to Future Generations Don’t stop reading. . . we know that money is inherently very important, but it is also true that while money and property may be the most discussed types of wealth that a person owns, the riches of their...
by Eileen Kerlin Walsh | Mar 10, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, Legacy Letter, News, Wills & Trusts
When beginning any type of planning, the person planning should usually start with some preliminary questions. With that said, the following are questions that your client should consider when they are thinking of creating an estate plan. Share the following with your...
by Eileen Kerlin Walsh | Mar 10, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, Legacy Letter, News, Power of Attorney, Wills & Trusts
How to Pass Your Stories and Values to Future Generations Money and property may be the most discussed types of wealth that a person owns, but the riches of their experience and wisdom can mean even more to loved ones down the line. Reinforcement of family traditions...
