Assisting Your Client: Money Isn’t Everything in Estate Planning

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...

Money Isn’t Everything in Estate Planning

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...

Estate Planning Basics for Newlyweds: How to Prepare for the Unexpected

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...

Assisting Your Client: How Are Business Documents Relevant to An Estate Plan?

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...

How Are My Business Documents Relevant to My Estate Plan?

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....

10 Steps To Take When Preparing To Write Or Update Your Estate Plan?

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...