How to ensure your well-meaning gift is a lucky blessing (instead of a curse)

by | Mar 1, 2022 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, Living Trusts, Mental Health, Power of Attorney, Probate, Wills & Trusts, Women and Estate Planning

Using a Standby Supplemental Needs Trust to Protect Your Loved Ones We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather forecast is sunny—just in case. When planning for the future, it is...

Is Your Client’s Well-Meaning Gift a Lucky Blessing (or a Curse)?

by | Mar 1, 2022 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, Life Insurance, Living Trusts, Mental Health, Power of Attorney, Wills & Trusts, Women and Estate Planning

We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather forecast is sunny—just in case. When helping clients plan for the future, it is also important to consider what will happen just in...

Estate Planning for Your Clients’ Golden Years

by | Aug 16, 2021 | Blog, Client Relationships, Common Questions, End-of-Life wishes, Estate Planning, Healthcare Decisions, Kerlin Walsh Law, Life Insurance, Living Trusts, Probate, Senior Services or Care, Wills & Trusts, Women and Estate Planning

  Estate planning is important for everyone, regardless of age. After living through the unprecedented pandemic, many people have a new perspective on life. However, although the pandemic generated more interest in estate planning, a 2021 study conducted by...