by Eileen Kerlin Walsh | Jun 21, 2018 | Blog, Common Questions, Estate Planning, Healthcare Decisions, Living Trusts
No one wants to discuss death and dying. And yet, it’s a critical time in everyone’s life and one for which we know we need to prepare. While many people have the desire to share their wishes, something is preventing people from openly communicating with their...
by Eileen Kerlin Walsh | May 15, 2018 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, Wills & Trusts
The divorce process can be long and expensive. However, the work does not end once the divorce decree is signed. In order to ensure that your assets and estate planning wishes are carried out in light of this major life change, there are three things you must do as...
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...
