by Eileen Kerlin Walsh | Apr 25, 2017 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, Wills & Trusts
Estate planning offers many ways to leave your wealth to your children, but it’s just as important to know what not to do. Here are some things that are all-too-common, but textbook examples of what not to do or try…. Oral Wills If you feel you have a...
by Eileen Kerlin Walsh | Apr 25, 2017 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, Wills & Trusts
When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to...
by Eileen Kerlin Walsh | Apr 11, 2017 | Blog, Estate Planning, Healthcare Decisions, Living Trusts, Wills & Trusts
5 Essential Legal Documents You Need for Incapacity Planning Comprehensive estate planning is more than your legacy after death, avoiding probate and saving on taxes — this area we are referring to is called Incapacity Planning. Good estate planning...
by Eileen Kerlin Walsh | Apr 11, 2017 | Blog, Estate Planning, Living Trusts, Wills & Trusts
Do It Now: Name a Guardian for Your Minor Child(ren) We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger will determine who...
by Eileen Kerlin Walsh | Mar 21, 2017 | Blog, Common Questions, Estate Planning, Living Trusts, Wills & Trusts
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs – collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep...
by Eileen Kerlin Walsh | Sep 13, 2016 | Blog, Common Questions, Estate Planning, Living Trusts, Wills & Trusts
So you’ve established an Estate Plan. Good for you! However, you still have to ensure that the strategy you’ve selected will maximize your peace of mind and protect your legacy. Estate plans are living, breathing creations. Your life can and will change due to...