Assisting Your Client: Which Trust Is Right For Your Client?

by Eileen Kerlin Walsh | May 21, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

Evidence suggests that many people are establishing trusts as part of an estate plan. Some motivations for creating a trust include avoiding probate, preserving privacy, planning for incapacity, protecting a beneficiary’s inheritance from creditors, minimizing estate...

Assisting Your Client: Show your clients a richer planning approach

by Eileen Kerlin Walsh | May 21, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, Living Trusts, News, Probate, Wills & Trusts

Discussions about money are never just about the exact dollar amounts listed on paper. They are inherently emotional because a person’s wealth is tied to everything they have worked for and hope to pass on as their legacy. Clients can incorporate their values, life...

Assisting Your Clients: Things to Consider When Using Beneficiary or Transfer-on-Death Designations

by Eileen Kerlin Walsh | May 21, 2025 | Blog, Common Questions, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

Advisors often focus on big-picture and long-term planning. However, the devil is in the details, and even seemingly straightforward aspects of a plan—such as beneficiary designations—can have profound implications for our clients’ financial objectives and legacy...

Assisting Your Clients: Planning for Conflict Prone Families

by Eileen Kerlin Walsh | May 21, 2025 | Blog, Common Questions, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

Unfortunately, the battle over family wealth is as timeless as family itself. Regardless of how prepared your clients might be, there is no predicting how otherwise rational people will behave after the loss of a family member. A will or trust contest can cause...

Assisting Your Client: Helping Clients Pass on Their Wealth

by Eileen Kerlin Walsh | May 21, 2025 | Blog, Common Questions, Education, End-of-Life wishes, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

Is Outright Distribution the Right Choice for Your Clients? An inheritance can be life-changing. Many younger Americans, stuck in a cycle of debt and rising costs, are anticipating their cut of the $84 trillion “Great Wealth Transfer”—a term financial experts use to...

Assisting Your Client: A Financial Advisor’s Guide to Navigating Different Types of Wills

by Eileen Kerlin Walsh | May 21, 2025 | Blog, Common Questions, Education, Estate Planning, Kerlin Walsh Law, News, Wills & Trusts

It is true that most Americans do not have even the most basic estate plan in place. This is where, as an Advisor, you can add value to your client relationships by paying attention to the validity of wills for those people who do have a will or are engaged in the...