Common Misconceptions About Probate Probate is often shrouded in mystery and misunderstanding. Many people have preconceived notions about the process that can lead to unnecessary anxiety or poor planning. In this blog, we’ll explore some of the most common misconceptions about probate, aiming to clarify what...
One question that comes up as clients think about retirement or make decisions such as selling a business and moving to a new state, is do they have to start over with estate planning documents if they move? Or if they have moved to Oklahoma...
When setting up a trust, selecting the right trustee is a crucial decision. A trustee is responsible for managing the trust assets and ensuring they are distributed according to your wishes. One common consideration is whether to appoint one trustee or multiple co-trustees. When clients...
Managing finances collaboratively can be essential for many reasons—whether it's caring for an elderly parent, sharing responsibilities with a business partner, or assisting a friend during a health crisis. While the first solution that comes to mind might be a joint bank account, there’s a...
Planning for the future is a crucial aspect of responsible financial management. While many individuals focus on budgeting, saving, and investing, one aspect that often gets overlooked is estate planning. An estate plan is not just for the wealthy; it is a vital tool for...
So many have shifted their focus these past few weeks amid business closures and/or the need to continue serving customers and clients from afar. There are quite a few things you can cross off the legal 'to do' list remotely. Let's work together if you're...
A belated Happy New Year! It was a busy 2018 for J. Miller Law Firm and we’re off to a great start for 2019. I wanted to take a moment and highlight some updates and changes that occurred throughout the year and my 2019 goals...
Any time is a great time to address your estate planning needs, but the week of October 14th is also National Estate Planning Week! Clients often ask me which is “better” a Will, or a Trust, and my answer is “it depends.” When I work with...
Mediation When it comes to caring for an aging family member, it is not uncommon for disagreements to occur. This is especially true if the family member has no written plans that specify their wishes for their care, end-of-life decisions or property. Read my latest publication...
10 Tips for Avoiding Family Disputes in Estate Planning A belated Happy New Year! I recently did a presentation on avoiding family disputes in estate planning and thought I would share an overview with some of the tips I discussed. Tip #1: Start with the Planning Process. ...
