by Jim Miskell | Aug 15, 2026 | Blog, Estate Planning, Trusts
Creating a living trust can give you more control over your estate, simplify the transfer of property, and provide clear instructions for the people you care about. This living trust checklist offers a practical guide to the decisions, documents, and financial...
by Jim Miskell | Sep 15, 2025 | Blog, Trusts
Living Trust Checklist: A Step-by-Step Guide to Creating and Funding Your Trust A living trust can be one of the most powerful estate planning tools available. It allows you to keep control of your assets during your lifetime, simplify the transfer of property upon...
by Jim Miskell | Apr 10, 2025 | Blog, Estate Planning, Guide
Embarking on estate planning is a vital step toward securing your future and that of your loved ones. This 12-point guide offers a comprehensive roadmap to establishing a robust estate plan tailored to your unique circumstances and goals. 1. Defining Your Goals in...
by Jim Miskell | Nov 20, 2024 | Blog, Estate Planning
Inheriting a retirement plan can be an unexpected windfall with the potential to significantly improve your financial health. But, beneficiary beware: retirement plans often come with a set of complex rules and regulations that, if not navigated properly, can put an...
by Jim Miskell | Nov 6, 2024 | Blog, Estate Planning
When it comes to estate planning, there is no shortage of tools to help you achieve your goals, protect your family’s future, and secure your legacy. Most people are familiar with the essential, foundational estate planning tools—wills, trusts, powers of attorney,...
by Jim Miskell | Oct 30, 2024 | Blog, Estate Planning
When Ron and Missy’s two oldest granddaughters got married, they could not have been more pleased. The two wedding days were to be among the happiest days in their life, and they wanted to do all they could to be a part of it. Ron and Missy very generously paid for...
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