The Advisor’s Estate Planning Challenge: Test Your Knowledge!

by | Nov 10, 2025 | Blog, Client Relationships, Common Questions, Education, End-of-Life wishes, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts

In 2025, what is the total amount of money and property that a person can gift during their lifetime and leave at their death (other than to their spouse) without owing any federal estate tax? $5 million $15 million $13.99 million as much as you want The correct...

Assisting Your Clients with Estate Planning: Beyond the Basics for Modern Families

by | Nov 10, 2025 | Blog, Client Relationships, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

Today’s families take many different forms. Some are blended through divorce and remarriage while others are built through long-term partnerships, adoption, or fostering. Families may include same-sex or opposite-sex couples; married or unmarried partners; or children...

Assisting Your Clients with Estate Planning: The Missing Piece in Their Financial Puzzle

by | Nov 10, 2025 | Blog, Client Relationships, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

Top 3 Reasons Your Clients May Not Have an Estate Plan—and How You Can Help During your discussions with other advisors or while reading industry publications, you have likely come across startling statistics about the number of Americans without an estate plan. The...

Property Sisters: If You Own Your Property This Way, You May Accidentally Disinherit Your Own Children

by | Nov 9, 2025 | Blog, Common Questions, Education, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, News, Palos Park Property Sisters, Real Estate, Wills & Trusts

Do you own your home, other property, or a financial account with someone else, such as a spouse or an adult child? If so, you might be surprised to learn that a common way of owning property could cause problems for your loved ones in the future. While there are...

Property Sisters: If I Leave Someone My Home, What Do They Really Get?

by | Nov 9, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Palos Park Property Sisters, Real Estate, Wills & Trusts

Your home is likely one of the most valuable assets you own, if not the mostvaluable. Calling it an asset can sound cold. A home is far more than an assortment of materials and possessions. It is also a place to live, gather, create life stories, and share memories....