Assisting Your Clients with Estate Planning: When Is an Estate Subject to State Death Taxes?

by | Dec 15, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Personal Development, Power of Attorney, Wills & Trusts

Educational Overview for Advisors: State Death Taxes The United States imposes a federal estate tax at death, which is based on the total value of the deceased person’s estate—everything a person owns at the time of death—and is paid from the estate itself. In...

Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Clients Estates

by | Dec 15, 2025 | Blog, Client Relationships, Common Questions, Education, Estate Planning, Kerlin Walsh Law, Living Trusts, News, Power of Attorney, Wills & Trusts

Key Insights for Professionals Supporting Clients Through Estate Planning Many proactive clients understand the importance of having an estate plan, yet they often assume it applies only after death. From your vantage point, it can be useful to highlight that a...

Estate Planning Facts to Share with Clients This Holiday Season

by | Dec 15, 2025 | Blog, Client Relationships, Common Questions, Education, End-of-Life wishes, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts

Every year around Christmas, stores and malls across America are transformed into winter wonderlands, complete with elves, ornaments, artificial snow, and larger-than-life decorations. Many children stare in wide-eyed wonder as they wait to sit on Santa’s lap and...

Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners

by | Dec 15, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Personal Development, Power of Attorney, Probate, Wills & Trusts

More couples than ever are building deep, lasting relationships without ever walking down the aisle. Whether by choice, circumstance, or principle, many Americans are opting out of marriage—but not out of commitment. Data indicate that cultural norms regarding...

5 Things Advisors Should Know When Guiding New Parents About Wills

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

For many clients, becoming a parent brings tremendous joy—along with new responsibilities and a deeper sense of planning for the future. It’s also often the first time they begin thinking seriously about what would happen if they were no longer here to care for their...