Estate Planning Awareness – The Lesson Plan for Your Estate

by | Jul 30, 2025 | Blog, Common Questions, Education, End-of-Life wishes, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts

In honor of Estate Planning Awareness Week, we are taking this opportunity to make sure you have the foundational estate planning documents to ensure your own successful future. Below are some basic questions and answers about estate planning and how estate planning,...

Minimalism May Be Great For Your Stuff and Finances, But Not Your Estate Plan

by | Jul 30, 2025 | Blog, Common Questions, Education, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, News, Power of Attorney, Wills & Trusts

In a modern world marked by information overload, overflowing inboxes, nonstop notifications, and the constant pressure to accumulate more stuff, minimalism offers a compelling counternarrative. Born from the mid-twentieth century artistic rebellion and revived in the...

The Wrong Successor Trustee Can Derail Your Final Wishes

by | 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...

Assisting Your Client: Top 3 Questions to Ask Your Clients About Their Estate Plan

by | 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...