How to ensure your well-meaning gift is a lucky blessing (instead of a curse)

by | Mar 1, 2022 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, Living Trusts, Mental Health, Power of Attorney, Probate, Wills & Trusts, Women and Estate Planning

Using a Standby Supplemental Needs Trust to Protect Your Loved Ones We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather forecast is sunny—just in case. When planning for the future, it is...

Is Your Client’s Well-Meaning Gift a Lucky Blessing (or a Curse)?

by | Mar 1, 2022 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, Life Insurance, Living Trusts, Mental Health, Power of Attorney, Wills & Trusts, Women and Estate Planning

We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather forecast is sunny—just in case. When helping clients plan for the future, it is also important to consider what will happen just in...

Advisors: Presidential Estate Planning Lessons You Can Use to Advise Your Clients

by | Feb 10, 2022 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Legacy Letter, Life Insurance, Living Trusts, Power of Attorney, Real Estate, Share My Legacy, Wills & Trusts, Women and Estate Planning

  February marks a month in which we celebrate U.S. Presidents. Let’s examine a few of the important lessons your clients can learn from the estate planning of some of our country’s most famous political leaders.   George Washington Washington was arguably...

Estate Planning Lessons We Learned from U.S. Presidents

by | Feb 10, 2022 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Living Trusts, Real Estate, Wills & Trusts, Women and Estate Planning

  February marks a month in which we celebrate U.S. presidents. Let’s examine a few of the important lessons we can learn from the estate planning of some of our country’s most famous political leaders.   George Washington Washington was arguably the most...

Advisors: When a Client Wants to Make You Beneficiary…

by | Dec 20, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Life Insurance, Living Trusts, Power of Attorney, Probate, Real Estate, Wills & Trusts, Women and Estate Planning

Imagine the following scenario: As a professional advisor, you have worked with a married couple for decades. They have been ideal clients, have taken a genuine interest in you and your family, and have told you on multiple occasions how much they appreciate your...

We know you love your Advisors, but…

by | Dec 20, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Life Insurance, Living Trusts, Power of Attorney, Probate, Wills & Trusts, Women and Estate Planning

  Imagine the following scenario: For years, you have worked with a valued professional advisor who has become a close friend, maybe even closer than some of your family members. You know his or her family, attend church together, and know him or her to be a...