Simasko Law

09/03/2026

🎉 Happy Birthday, Jim Simasko! 🎂

Please join us in wishing Jim a very happy birthday! We hope your day is filled with plenty of celebration, laughter, and all the things you enjoy most.

Happy Birthday from everyone at Simasko Law! 🥳

09/02/2026

Caring for aging parents while still supporting your own family can create enormous financial pressure.

Patrick Simasko joined Scripps News to discuss the challenges facing the “sandwich generation” and how families can better prepare.

09/01/2026

Kelsey Simasko was recently featured in MoneyWise discussing a unique estate planning question:

Can you require your grandchildren to pass a financial literacy test before receiving their inheritance?

Kelsey explains how a trust can be structured with conditions, while also pointing out how those conditions could potentially lead to disputes and costly litigation.

It’s a great example of why estate planning is about more than deciding who gets what. It’s also about thinking through how your plan will actually work.

Read the article:
https://moneywise.com/managing-money/retirement-planning/inheritance-grandkids-financial-literacy-test-trust



Kelsey Simasko

08/31/2026

Who would you trust with your trust?

Choosing a trustee is a major decision. The person you select could be responsible for managing your assets and carrying out your wishes for years.

Read more: https://www.usatoday.com/story/money/personal-finance/2026/08/16/choosing-a-trustee-impacts-assets/91301257007/

A bad trustee can drain your assets and wreck family ties. Experts share how to pick the right person for the job.

08/29/2026

Your weekend plans probably don’t include estate planning. 😉

But here’s something worth thinking about: If something unexpected happened tomorrow, would your family know what you wanted?

A little planning today can save the people you love a lot of uncertainty later.

Enjoy your weekend, and maybe add “get my estate plan in order” to next week’s to-do list. ✔️

08/27/2026

What happens to your vehicle when you die? 🚗

It’s an asset that can easily be overlooked when putting together an estate plan. Kelsey Simasko explains what happens to your vehicle after death and why planning ahead can make the process easier for your family.

Watch to learn more.

08/25/2026

Pat Simasko is featured in Kiplinger’s “Wills Gone Wild,” sharing real-life examples of estate planning gone wrong.

Read more: https://www.kiplinger.com/retirement/estate-planning/wills-gone-wild-how-to-avoid-estate-planning-disasters

These wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs (or cats).

08/23/2026

A well-designed estate plan can still leave your children with conflict.

Planning your legacy isn’t only about the documents. Communication matters, too.

Read more: https://finance.yahoo.com/small-business/articles/flawless-estate-plan-might-setting-120000354.html

While legal and tax strategies are essential for transferring wealth, the more critical step is ensuring your family knows what's coming, how and why.

08/21/2026

August is Make-A-Will Month. 📄

A will is more than a legal document. It’s a way to make your wishes clear, protect the people you love, and help make things easier for your family when they need it most.

If creating or updating your will has been on your to-do list, this month is a great time to get it done.