Advisors: Presidential Estate Planning Lessons You Can Use to Advise Your Clients

by | Feb 10, 2022 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Legacy Letter, Life Insurance, Living Trusts, Power of Attorney, Real Estate, Share My Legacy, Wills & Trusts, Women and Estate Planning

  February marks a month in which we celebrate U.S. Presidents. Let’s examine a few of the important lessons your clients can learn from the estate planning of some of our country’s most famous political leaders.   George Washington Washington was arguably...

Estate Planning Lessons We Learned from U.S. Presidents

by | Feb 10, 2022 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Living Trusts, Real Estate, Wills & Trusts, Women and Estate Planning

  February marks a month in which we celebrate U.S. presidents. Let’s examine a few of the important lessons we can learn from the estate planning of some of our country’s most famous political leaders.   George Washington Washington was arguably the most...

2021 Year in Review from Kerlin Walsh Law

by | Jan 13, 2022 | Blog, Client Relationships, Estate Planning, Facebook LIVE, Follow your passion, Legacy Letter, Palos Park Property Sisters, Real Estate, Share My Legacy, Where the Road Rises, Wills & Trusts

  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…

by | Dec 20, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Life Insurance, Living Trusts, Power of Attorney, Probate, Real Estate, Wills & Trusts, Women and Estate Planning

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...