Wealth Transfer Strategies to Consider in an Election Year

by Eileen Kerlin Walsh | Oct 5, 2020 | Blog, Common Questions, Estate Planning, Living Trusts, News, Wills & Trusts

How might the coming election affect you? I think we can all agree, we have never experienced a year like 2020 with the difficulties presented by COVID-19 and the resulting volatility in the financial and employment markets. As the 2020 presidential and congressional...

Equal Justice Under The Law Connection Between The Following:

by Eileen Kerlin Walsh | Oct 5, 2020 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, News, Wellness, Wills & Trusts

Ruth Bader Ginsburg, the United States Supreme Court, and the Lasting Impact on the Practice of Estate Planning Justice Ruth Bader Ginsburg, known by her initials RBG, passed away recently leaving a long legal legacy in her wake. She was the first woman to lie in...

Advisors – Preparing Clients for Possible Post-Election Tax Law Changes

by Eileen Kerlin Walsh | Oct 5, 2020 | Blog, Common Questions, Estate Planning, Living Trusts, News, Wills & Trusts

  Wealth Transfer Strategies to Consider in an Election Year The 2020 election is almost upon us. The recent past has taught us that trying to predict the results of an election can be futile at best. Still, our clients need timely counsel regarding their wealth...

Retirement Account Basics for 2020

by Eileen Kerlin Walsh | Jul 31, 2020 | Blog, Common Questions, Estate Planning, Living Trusts, News, Wellness, Wills & Trusts

The COVID-19 pandemic has led to volatile markets, and your retirement account may have a much smaller balance than only a few short months ago. In response to the economic fallout stemming from the pandemic, Congress passed the Coronavirus Aid, Relief, and Economic...

Advisors – It’s Time to Review Retirement Accounts

by Eileen Kerlin Walsh | Jul 31, 2020 | Blog, Common Questions, Estate Planning, Living Trusts, News, Wellness, Wills & Trusts

The COVID-19 pandemic has led to volatile markets, resulting in retirement accounts with much smaller balances than only a few short months ago. In response to the economic fallout stemming from the pandemic, Congress passed the Coronavirus Aid, Relief, and Economic...

SIGN WILL & TRUST IN SAFETY OF YOUR OWN HOME

by Eileen Kerlin Walsh | Mar 31, 2020 | Blog, Common Questions, Estate Planning, Living Trusts

IMPORTANT ANNOUNCEMENT AS OF MARCH 26, 2020 We know that these uncertain times have caused some unsettling concerns; therefore, we are happy to report that the Governor’s recent Emergency Order empowers us to Witness and Notarize your documents remotely! That means...