by Eileen Kerlin Walsh | Mar 27, 2018 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, Wills & Trusts
Baby boomers – the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes those born between 1946 and 1964, have entered and continue to enter into retirement. As they make this financial...
by Eileen Kerlin Walsh | Feb 9, 2018 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, Wills & Trusts
The new tax legislation raises the federal estate tax exemption to $11.2 million for individuals and $22.4 million for couples. The increase means that an exceedingly small number of estates (only about 1,800, nationally) will have to worry about federal estate taxes...
by Eileen Kerlin Walsh | Nov 7, 2017 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, Wills & Trusts
There’s no one-size-fits-all estate plan, but an effective one will protect your privacy, free you from court interference, help you protect and manage your assets, save you money on taxes, and enable you to name the people you trust the most to act on your behalf....
by Eileen Kerlin Walsh | Aug 4, 2017 | Blog, Estate Planning, Living Trusts, Wills & Trusts
5 Things to Talk about with Your Family Before You Become Incapacitated or Die You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for a family meeting to have a conversation about...
by Eileen Kerlin Walsh | Aug 4, 2017 | Blog, Estate Planning, Living Trusts, Wills & Trusts
Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than a will as the centerpiece of your estate plan. While there are other estate planning tools (such as joint tenancy, transfer on death, beneficiary...
by Eileen Kerlin Walsh | Jun 1, 2017 | Blog, Estate Planning, Living Trusts, Wills & Trusts
A dynasty trust is a lucrative Estate Planning tool that only applies to a small percentage of clients but when it’s used it saves hundreds of thousands dollars and can really create the legacy we care about so much! Below, we provide you with some information...
