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...
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 you or your family—decides what happens to your assets, including your business interests....
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...
