by Eileen Kerlin Walsh | Nov 7, 2024 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts
Here are 10 steps you should take when preparing to write or update your estate plan. Following these steps will ensure that your wishes are clearly documented and legally sound: Inventory Assets:Make a list of property, investments, and personal items. Determine...
by Eileen Kerlin Walsh | Nov 7, 2024 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts
If you have a beloved late grandmother, many images and memories may come to mind when you reminisce about her. You might picture her at her home or at the family vacation house during the holidays. Your memory could be a special meal that only she prepared for you or...
by Eileen Kerlin Walsh | Nov 7, 2024 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts
While the term fiduciary is a legal term with a rich history, it generally means someone who is legally obligated to act in another person’s best interest. Trustees, executors, and agents are examples of fiduciaries. When your client selects people to fill these roles...
by Eileen Kerlin Walsh | Oct 1, 2024 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, Living Trusts, News, Power of Attorney, Wills & Trusts
Moving away from home is a major milestone in adulthood. For the first time, you might have to secure housing, buy insurance, sign up for utilities, and manage your finances. All of this can feel overwhelming as you simultaneously adapt to a new living environment and...
by Eileen Kerlin Walsh | Oct 1, 2024 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Pet Trusts, Power of Attorney, Wills & Trusts
Few US adults have an estate plan. Even fewer have included a pet in their plan. Perhaps you have an estate plan that addresses who will take your pet when you die. But does it address the possibility of your incapacity and the need for a temporary pet caretaker?...
by Eileen Kerlin Walsh | Oct 1, 2024 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts
Estate planning is not just for the wealthy. Every adult should have an estate plan, yet surprisingly, most Americans do not. The perceived cost of creating one is among the most cited reasons for a lack of estate planning. The consequences of not having an estate...
