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How to Transfer Your Retirement Accounts in Your Estate Plan

How to Transfer Your Retirement Accounts in Your Estate Plan

by Jim Miskell | Jan 21, 2019 | Estate Planning

Your estate plan should address all of your personal and business needs. There are many assets to consider when creating a secure financial future for you and your family. If you want to transfer your retirement accounts to loved ones, then you’ll need to know the...
Qualities of a Great Estate Planning Attorney & Law Firm

Qualities of a Great Estate Planning Attorney & Law Firm

by Jim Miskell | Jan 17, 2019 | Blog, Elder Law, Estate Planning

It’s the beginning of the New Year and, if you’re like most other people, you’ve probably made some resolutions. Eat healthier, exercise more, quit smoking, save money, or maybe even finally get around to planning your estate. Great! Making a resolution to get your...
Transfer Your Business into a Living Trust to Strengthen Your Estate Plan

Transfer Your Business into a Living Trust to Strengthen Your Estate Plan

by Jim Miskell | Jan 7, 2019 | Estate Planning

Creating an estate plan protects you and your family’s financial future. Using living trusts lets business owners transfer ownership of the business easily and without disruptions to your business. An estate planning attorney can help you transfer your business or its...
Financial Assurance: Make 2019 the Year You Gain Full Confidence in Your Estate Plan

Financial Assurance: Make 2019 the Year You Gain Full Confidence in Your Estate Plan

by Jim Miskell | Dec 28, 2018 | Blog, Estate Planning

The New Year is just around the corner and we can hear it already: this is the year I’m going to get my financial life in order. But, like similar resolutions promising healthier diets and more consistent workout schedules, the resolution to get finally organized is...
How Estate Planning Can Reduce Your Estate Taxes

How Estate Planning Can Reduce Your Estate Taxes

by Jim Miskell | Dec 27, 2018 | Estate Planning

Estate planning helps you maximize the value of your estate so that you can pass it on to your loved ones. It’s also the best way to reduce any expenses related to tax obligations and other financial risks. Estate planning helps you minimize your estate taxes so that...
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