by Jim Miskell | Apr 7, 2022 | Blog, Estate Planning
It’s April, which means the weather is getting warmer, the days are getting longer, and all the joy this could cause is tainted by the fact that taxes are soon due. Yes, April is a month of split character. You love it and you hate it. With proper tax planning, this...
by Jim Miskell | Mar 17, 2022 | Advance Health Care Directives, Blog, Estate Planning, Probate and Estate Administration, Trusts
Daylight savings is now behind us and spring is officially in the air. As winter thaws, trees start to regain their foliage, and the first tulips begin peeking out, the world feels flush with energy. New life is everywhere and with it, newfound motivation. Spring is...
by Jim Miskell | Mar 3, 2022 | Advance Health Care Directives, Blog, Estate Planning, Probate and Estate Administration, Trusts
I met with my longtime client Stan to review his planning. Stan is a widower and his daughter, Anna, is his only child and sole beneficiary. His assets are well below the estate tax threshold. He has retirement savings, personal property, and a house. During our...
by Jim Miskell | Feb 28, 2022 | Advance Health Care Directives, Blog, Estate Planning, Probate and Estate Administration
It is easy to assume that the rich and famous are immune to financial calamity and yet where planning for the future is concerned, this is hardly true. Countless examples of the super-wealthy losing hundreds of millions to poor (or non-existent) estate plans exist...
by Jim Miskell | Feb 10, 2022 | Blog, Estate Planning
For a holiday that celebrates love, Valentine’s Day has surprisingly dark origins. In the 3rd Century A.D., Emperor Claudius II executed two men both named Valentine on February 14th of different years. The Catholic Church honored their martyrdom with the celebration...
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