Business

James Miskell, Attorney at Law

It’s that time of year again. Yes, it is New Year’s resolution time. Was estate planning one of your unfulfilled resolutions for 2014?  Is it on your “to-do” list for 2015?  Take the opportunity to get it done this year.

We all know that an estate plan is a matter of personal responsibility. Only you understand your family’s priorities well enough to make the proper decisions.  Legal and financial professionals are essential to understanding the best strategies, but the final decisions about what is right for your family can only be made by you. 

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In the mad rush that is December, our “to-do” lists are miles long. On top of trying to wrap up loose ends at work before the new year, we’re busy preparing holiday get-togethers and searching for the perfect gifts to express our love and appreciation to our friends, family and colleagues.

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December brings us the joy of Christmas, but also the beginning of preparation for tax season.  Make sure you have done the things you can do to maximize your retirement assets, gain any available tax benefit, and/or avoid any tax penalty that may be linked to those investments.

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If you've started salivating for turkey with stuffing, tart cranberry sauce and home-made pumpkin pie, you're not alone. Thanksgiving is a time of year that manages to tug on our heartstrings, and for good reason. Memories of years passed are stirred, and many of us look forward to taking a pause from our busy professional lives to spend time with our friends, family and loved ones.

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