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Spring Cleaning Is More Than Just Cleaning Windows: 4 Steps to Cleaning Up Your Estate Plan

Spring Cleaning Is More Than Just Cleaning Windows: 4 Steps to Cleaning Up Your Estate Plan

by Jim Miskell | Mar 17, 2022 | Advance Health Care Directives, Blog, Estate Planning, Probate and Estate Administration, Trusts

Daylight savings is now behind us and spring is officially in the air. As winter thaws, trees start to regain their foliage, and the first tulips begin peeking out, the world feels flush with energy. New life is everywhere and with it, newfound motivation. Spring is...
Revocable Trusts & Irrevocable Trusts: How to Know What is Right for Your Planning Needs 

Revocable Trusts & Irrevocable Trusts: How to Know What is Right for Your Planning Needs 

by Jim Miskell | Mar 3, 2022 | Advance Health Care Directives, Blog, Estate Planning, Probate and Estate Administration, Trusts

I met with my longtime client Stan to review his planning. Stan is a widower and his daughter, Anna, is his only child and sole beneficiary. His assets are well below the estate tax threshold. He has retirement savings, personal property, and a house. During our...

Protect Your Children’s Inheritance with a Trust

by Debra Robinson | Oct 28, 2016 | Debra Robinson Law Group, Estate Planning, Trusts

Whether you have been married 5 years or 50, you may have a common estate planning concern:  what if one of you dies and the survivor remarries?  A new relationship after the death of a spouse does not necessarily diminish the love the survivor had for the deceased...
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Recent Posts

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  • Understanding Beneficiary Designations in Your Estate Plan

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