by Eileen Kerlin Walsh | 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...
by Eileen Kerlin Walsh | 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...
by Eileen Kerlin Walsh | Oct 22, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Healthcare Decisions, Life Insurance, Living Trusts, Power of Attorney, Probate, Real Estate, Wills & Trusts, Women and Estate Planning
There are common estate planning myths that, left unaddressed, can create serious trouble for families and individuals, often leading to family conflict, permanently damaged relationships, and lengthy and expensive court battles. These are all avoidable! ...
by Eileen Kerlin Walsh | Oct 22, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Healthcare Decisions, Life Insurance, Living Trusts, Power of Attorney, Probate, Real Estate, Wills & Trusts, Women and Estate Planning
There are common estate planning myths that, left unaddressed, can create serious trouble for your loved ones, often leading to family conflict, permanently damaged relationships, and lengthy and expensive court battles. These are all avoidable! Myth #1:...
by Eileen Kerlin Walsh | Sep 24, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Life Insurance, Living Trusts, Wills & Trusts
Studies estimate that 70% of family wealth is lost by the end of the second generation and over 90% by the end of the third generation.[1] To help clients avoid becoming part of this statistic, advisors must be adept at bridging the disconnect among generations...
by Eileen Kerlin Walsh | Sep 24, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Living Trusts
Studies estimate that 70% of family wealth is lost by the end of the second generation and 90% by the end of the third generation.[1] Do not let your loved ones become part of this statistic. You must understand and work to overcome the disconnect among the...
