by Jim Miskell | Oct 21, 2020 | Blog, Estate Planning, Probate
If you’ve ever found yourself asking the above, we’ve found the root problem. After all, estate planning is not just a task for the elderly or the dying. Despite common misconceptions, an estate plan is not an end of life plan or something you prepare in old age....
by Jim Miskell | Oct 9, 2020 | Blog, Estate Planning
Ask ten people on the street what the first step to building an estate plan is and I’ll bet my pinky finger that the majority will tell you to talk to a lawyer (or to ask Google) and the rest will hastily shuffle away, thinking you’re trying to sell them something....
by Jim Miskell | Sep 30, 2020 | Blog, Estate Planning
Estate planning is a game of timing. Regulations change constantly meaning best practices are in continual flux. Ensuring you and your loved ones are well taken care of means treating your plan as an evolving document. With the passing of recent legislation and the...
by Jim Miskell | Sep 10, 2020 | Blog, Estate Planning
With the Covid-19 pandemic continuing to ravage the nation, folks of all ages and walks of life are awakening to the importance of having an estate plan. It’s becoming clear that even the young and healthy are at risk. In this present moment, tomorrow is less certain...
by Jim Miskell | Aug 18, 2020 | Blog, Estate Planning
Last year had you told that for much of 2020 I wouldn’t be able to invite clients into my office, I’d have begun pinching pennies and budgeting for a big financial hit. After all, nothing matters more in the estate planning process than interpersonal connection. I...
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