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...
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...
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. ...
During the last few weeks of the year I like to spend some time reflecting on the year, giving thanks for people and opportunities, and making decisions on how to best serve my clients in the coming year. You'll find my business planning checklist below. As...
