by estateplanga | Sep 27, 2022 | Blog, Estate Planning, Financial, Trusts
Confidently choosing the right trustee for any trust is a difficult and extremely important decision. The decision becomes even more important in the case of choosing the right trustee for the trust you have created to protect your loved one with special...
by estateplanga | Sep 19, 2022 | Blog, Estate Planning, Financial
Summer is finally winding down and for many of us, this means a return to the hectic schedule of real life. The kids are returning to school, professional responsibilities are ramping up, and all of a sudden that cherished family time you’ve been enjoying so much is...
by Jim Miskell | Aug 24, 2022 | Blog, Estate Planning, Financial
One of your jobs as a parent is to teach your children healthy habits. This includes eating well and staying active as well as healthy emotional management and, of course, financial responsibility. When kids are young, the latter is often facilitated by a small...
by Jim Miskell | Aug 18, 2022 | Advance Health Care Directives, Blog, Estate Planning
We’ve written on this subject before but there’s no overstating the need to impress upon adult children the importance of planning for the future. Estate planning begins as soon as a person reaches the age of majority and it doesn’t end until you meet your maker. As...
by Jim Miskell | Jul 21, 2022 | Blog, Estate Planning, Financial, Trusts
Anyone with children knows the worry of what will happen to them when you’re gone. After all, even sturdy, successful kids can be knocked off their feet which is why many parents try to leave a cushion in the form of an inheritance. Doing so means building a financial...
by Jim Miskell | Jul 7, 2022 | Blog, Estate Planning, Financial
There’s nothing like the summer heat to get you dreaming about that beach house and yet without setting goals, dreaming is as close as you will ever get. Unless you are among the very lucky few who inherit substantial wealth, checking off bucket list aspirations...
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