2021 Year in Review from Kerlin Walsh Law

  What a year 2021 was! It was challenging as we re-entered work, school, holidays and events. Through all the difficulties, we continued to keep calm and carry on at Kerlin Walsh Law, as we have done for 20+ years.   We launched several new initiatives in...

Advisors: When a Client Wants to Make You Beneficiary…

Imagine the following scenario: As a professional advisor, you have worked with a married couple for decades. They have been ideal clients, have taken a genuine interest in you and your family, and have told you on multiple occasions how much they appreciate your...

Advisors: Don’t Let Your Clients Fall Victim to These Common Myths

  There are common estate planning myths that, left unaddressed, can create serious trouble for families and individuals, often leading to family conflict, permanently damaged relationships, and lengthy and expensive court battles. These are all avoidable!  ...

Don’t Let These Common Myths Scare You

  There are common estate planning myths that, left unaddressed, can create serious trouble for your loved ones, often leading to family conflict, permanently damaged relationships, and lengthy and expensive court battles. These are all avoidable!   Myth #1:...