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But What Will Really Happen if I Don’t Have an Estate Plan?

But What Will Really Happen if I Don’t Have an Estate Plan?

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....
Avoiding Misconceptions: How to Create an Estate Plan that Upholds Your Financial and Family Goals.

Avoiding Misconceptions: How to Create an Estate Plan that Upholds Your Financial and Family Goals.

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....
The Impact of the SECURE Act on Your Estate Plan

The Impact of the SECURE Act on Your Estate Plan

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...
Establishing a Comprehensive Estate Plan as the Guardian of an Adult with a Disability

Establishing a Comprehensive Estate Plan as the Guardian of an Adult with a Disability

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...
Nothing is Natural, It’s All Experiential

Nothing is Natural, It’s All Experiential

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...
As Wedding Dates Shift, Newlyweds Should Ensure These Documents Are Up-To-Date

As Wedding Dates Shift, Newlyweds Should Ensure These Documents Are Up-To-Date

by Jim Miskell | Aug 10, 2020 | Blog, Estate Planning

Covid-19 is disrupting lives in myriad ways. Countless lives have been lost, businesses shuttered, and educational futures are thrown into turmoil. One disruption that hasn’t generated much media coverage, however, involves the dreams of young couples in love. We...
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Recent Posts

  • Living Trust Checklist: How to Create and Set Up Your Estate Plan
  • How a Probate Lawyer Helps With Estate Administration
  • When Estate Administration Becomes Overwhelming for Families
  • Understanding How Probate Differs With or Without a Will
  • How Personal Representatives Handle Probate Court Proceedings

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