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...
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...
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...
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...
by Eileen Kerlin Walsh | Mar 27, 2020 | Blog, Common Questions, Estate Planning, Living Trusts, Wills & Trusts
Estate Planning is often one item that gets pushed back on nearly everyone’s to-do list. The reasons you might be delaying vary: lack of time, not thinking you have enough assets, not knowing how to start, or fear of contemplating death. Whatever the reason for not...
by Eileen Kerlin Walsh | Mar 27, 2020 | Blog, Common Questions, Estate Planning, Living Trusts, Wills & Trusts
If you are thinking about putting together an Estate Plan, it is important to consult with an attorney who is knowledgeable and experienced in this area of law. Your initial meeting with an Estate Planning Attorney is a good opportunity to discuss your family’s...
