by Jim Miskell | May 17, 2023 | Blog, Estate Planning
It’s May, the school year is coming to an end, and millions of Seniors are turning their attention toward getting ready for college. A lot goes into shipping out to a new city or town to explore fresh educational horizons. You’ve got to pack up your life, say goodbye...
by Jim Miskell | Apr 27, 2023 | Blog, Estate Planning
So, you’ve been hearing about revocable living trusts. The idea sounds good, you think you might need one, yourself, and a little bit of Googling has given you the idea that whipping one up falls in the same category as fixing the kitchen sink (i.e. you can do it on...
by Jim Miskell | Apr 5, 2023 | Blog, Estate Planning
Trusts and Wills are often talked about as if they were two sides of the same coin. In reality, these tools can be used to achieve very different estate planning goals. Yes, they both direct the distribution of your assets to your beneficiaries when you die…but this...
by Jim Miskell | Feb 16, 2023 | Blog, Estate Planning
It’s that time of year again – love is in the air! As Valentine’s Day approaches, we make dinner reservations and shop for the perfect gift to express our love. This Valentine’s Day, consider giving a heartfelt gift—an estate plan to provide support and guidance for...
by Jim Miskell | Jan 19, 2023 | Blog, Eldercare, Estate Planning
The cost of long-term care can come as a debilitating shock to individuals that have otherwise managed their finances responsibly throughout their life. A person turning 65 today has a 70% chance of requiring some form of long-term care and with costs starting from...
by Jim Miskell | Dec 22, 2022 | Blog, Estate Planning
December means many things: dropping temperatures, shorter days, snow angels, family gatherings, and lists, lots and lots of lists. Folks are making holiday lists, invite lists, lists of New Year’s resolutions and, the smart ones are also listing important year-end...
Recent Comments