by Eileen Kerlin Walsh | May 20, 2025 | Blog, Common Questions, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, Legacy Letter, News, Power of Attorney, Wills & Trusts
Many estate plans contain revocable living trusts that will become irrevocable (cannot be easily changed or terminated) when the trustmaker dies. Such trusts may benefit the surviving spouse during their lifetime and may continue for the benefit of several additional...
by Eileen Kerlin Walsh | Apr 25, 2025 | Blog, Common Questions, Education, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, Legacy Letter, News, Power of Attorney, Wills & Trusts
As a trusted advisor, you provide expert guidance to your clients regarding many financial planning matters. It makes sense that you will come across clients who ask about estate planning. Even if they do not ask, you can start the conversation by inquiring if they...
by Eileen Kerlin Walsh | Mar 10, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, Legacy Letter, News, Power of Attorney, Wills & Trusts
How to Pass Personal Stories and Values to Future Generations Don’t stop reading. . . we know that money is inherently very important, but it is also true that while money and property may be the most discussed types of wealth that a person owns, the riches of their...
by Eileen Kerlin Walsh | Mar 10, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, Legacy Letter, News, Power of Attorney, Wills & Trusts
How to Pass Your Stories and Values to Future Generations Money and property may be the most discussed types of wealth that a person owns, but the riches of their experience and wisdom can mean even more to loved ones down the line. Reinforcement of family traditions...
by Eileen Kerlin Walsh | Feb 11, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts
Getting married is a special time in your life; you may have a beautiful wedding, a fun reception (with a delicious cake and special gifts), and a romantic honeymoon. It is also the right time for you and your new spouse to plan for your future—for richer or for...
by Eileen Kerlin Walsh | Dec 24, 2024 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts
Studies consistently find that only about 25–35 percent of Americans have an estate plan, a shockingly low rate when you consider that, in the absence of a plan, the state—not your client’s family—decides what happens to their assets, including their business...
