Estate Planning

Every meaningful accomplishment in life begins with planning. We plan for college. We plan the purchase of our first home. We plan our weddings, our weekends away, our holiday gatherings, and our family vacations down to the smallest detail. Whether we’re saving for a child’s education or preparing for a milestone birthday, planning is the

After years in the estate planning profession, I’ve come to a conclusion that may make some people uncomfortable: our industry needs to be shaken up. Not slightly adjusted. Not fine-tuned. Shaken. Because what I’ve observed—over and over again—is that many well-meaning professionals are not fully serving their clients. In some cases, they are unintentionally doing

From my perspective as an estate planning professional, the financial advising marketplace has a noticeable imbalance. Much of the industry is built around accumulation—growing assets, maximizing returns, and helping clients reach financial milestones. While that work is essential, it only tells part of the story. True financial planning—especially at more sophisticated levels—requires a deeper discipline:

Preparation Changes the Outcome After more than two and a half decades in the senior services and estate planning world, I have learned a truth that no textbook, license, or designation can fully teach: life rarely goes according to plan, and death never arrives at a convenient time. My work has placed me alongside families

By Skip Skolnik, Founder, Skolnik Retirement Solutions Every January, we tell ourselves that this year will be different. We promise to get healthier, get organized, and get serious. The New Year gives us a clean slate. It allows us to tackle the things we’ve put off, sometimes for years. But there’s one item that never