Things You Can Do to Help Prove You Are Mentally Competent When Executing Your Estate Plan

by | Dec 15, 2022 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, Living Trusts, Mental Health, Wills & Trusts

Although we would all like to believe that our family and loved ones will honor our wishes as expressed in our estate plan, contests are more common than you might think. Sometimes, a family member does not receive what they thought they would after a loved one passes...

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...

Simultaneous Deaths: What If My Spouse and I Die at the Same Time?

by | Jun 28, 2021 | Blog, Common Questions, End-of-Life wishes, Entrepreneurs, Estate Planning, Healthcare Decisions, Living Trusts, Mental Health, Probate, Wills & Trusts

  The chances of a married couple dying in a common accident or within a very short time of one another are probably quite slim. However, it does happen. And it happens frequently enough that most states have laws to address the issue and the problems that can...