For Our Clients: Landed a New Job? Crucial Financial & Estate Planning Components for Success

by | Jun 15, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Healthcare Decisions, Living Trusts, News, Probate, Wills & Trusts, Women and Estate Planning

  Whether starting a career or transitioning to a new one, financial and estate planning can be crucial components in creating a successful future.   It’s important to create, review or update financial documents and estate plans, with any of the following...

Advisors: Client Landed a New Job? Crucial Financial & Estate Planning Components for Success

by | Jun 15, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Healthcare Decisions, Living Trusts, News, Probate, Wills & Trusts, Women and Estate Planning

  Whether starting a career or transitioning to a new one, financial and estate planning can be crucial components in creating a successful future.   It’s important to create, review or update financial documents and estate plans, with any of the following...

Link to Kerlin Walsh Law YouTube Channel & Facebook LIVE playlist

by | Jun 1, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Entrepreneurs, Estate Planning, Facebook LIVE, Follow your passion, Healthcare Decisions, Legacy Letter, Living Trusts, Mental Health, News, Palos Park Property Sisters, Personal Development, Pet Trusts, Presentation, Probate, Real Estate, Referrals, Share My Legacy, Testimonials, Travel, Wellness, Wills & Trusts, Women and Estate Planning

  Click here for a look inside Kerlin Walsh Law: Special Video Introduction!               Click here to view the videos in the Facebook LIVE playlist on our Kerlin Walsh Law YouTube channel.          ...

How to Protect Your Retirement Accounts

by | May 20, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Healthcare Decisions, Living Trusts, Probate, Wills & Trusts, Women and Estate Planning

  Clients frequently come to Kerlin Walsh Law to make a plan for beneficiaries of their retirement accounts. But did you know that most people are shocked to learn that their retirement accounts can be seized once the accounts are passed to their loved ones? ...

Advisors – How to Protect Your Clients’ Retirement Accounts

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

  Clients frequently come to Kerlin Walsh Law to make a plan for beneficiaries of their retirement accounts. But did you know that most people are shocked to learn that their retirement accounts can be seized once the accounts are passed to their loved ones? ...