JM Law PLLC

05/27/2026

Most people have a financial advisor and an estate attorney. What they don't always have is a conversation between them.

At JM Law, we think that collaboration is an important part of the job. We work alongside your financial advisor and CPA regularly because a plan that only lives on one side of the table isn't a complete plan.

Your financial future and your family's protection should be telling the same story.

If you'd like to talk about how that works in practice, we're here. Link in bio to schedule a consultation.

05/13/2026

A beneficiary designation form is a legal document, which means it overrides your will, it overrides your trust, and it rarely gets updated when life changes.

Marriage. Divorce. A new child. A death in the family. Any of these can make an old designation a serious problem.

At JM Law, reviewing beneficiary designations against your estate plan is part of how we make sure your plan actually does what you intend. Members of our JM LAW CARES Program have this built into their annual review.

Not sure if yours is current? Link in bio.

05/06/2026

Two separate plans, drafted in two separate offices, reviewed on two separate timelines. It's how most families operate and it's exactly where gaps form.

Coordination doesn't have to be complicated… it just has to happen.

So if you're not sure whether your estate plan and financial picture are aligned, now is a perfect time to look into it. Reach out to our office directly or visit our website to start the conversation.

04/16/2026

Before most people call us, they're wondering the same thing: is this going to feel like talking to a lawyer?

I've been doing this work for over 20 years, and that question still drives everything about how I practice. I started JM Law because I believed estate planning could feel like a real conversation. Not a transaction and more than a checklist.

My focus has always been to understand what you've built, understand who you're building it for, and make sure the plan we create actually protects both.

You don't need to walk in with all the answers. That's what the conversation is for.

💌 Jessica

04/09/2026

60% of families with an estate plan stop there.

A will or trust is a strong foundation. But it only answers one question: where do your assets go? It doesn't answer whether they'll still be intact when they get there.

Distribution and protection are two different jobs. Most plans are built for one. A complete plan addresses both.

If you're not sure which category yours falls into, that's worth a conversation. Connect with our team today and ensure you've planed for, protected, and preserved your legacy for generations.

🔗Link in bio.

04/02/2026

Most people with an estate plan assume the hard part is done. And in many ways, it is.

But there's a layer most plans don't address and not all attorneys bring it up.
Your estate plan maps where everything goes. Asset protection determines whether it's still intact when it gets there.

For families who have spent years building something real, that distinction matters.

If any of these made you pause, that's worth paying attention to.

These are the types of conversations we're having with our clients. Link in bio if you'd like to be part of it.

03/27/2026

You did the work. You have a plan. But estate planning and asset protection aren't the same thing... and most plans only address one of them.

A trust controls where your assets go.

Asset protection determines whether they're still intact when they get there.

If you've never had that second conversation, it might be worth having.

These are the questions we're hearing most right now and if any of them sound familiar, we'd love to connect.

Link in bio to schedule a conversation with our team.

08/06/2025

How to protect those who matter most: estate planning for your children, https://buff.ly/egc2w5H

07/07/2025

NEW: Tax law changes will affect your estate plan. See the JM LAW blog for what you need to know: https://buff.ly/2ZY2vfD

06/25/2025

Have you protected your young adult children? Here are the 5 legal documents they need: https://buff.ly/mhsG5Q7

06/18/2025

Important information for our Cassaday & Company, Inc. clients!

Today we recognize World Elder Abuse Awareness Day, which highlights the importance of protecting older adults and ensuring they have the support they need. As we age, having a trusted person in our corner becomes increasingly valuable.

Since financial exploitation represents the majority of elder abuse cases, one thoughtful way to add an extra layer of support to your financial accounts is designating a "trusted contact" or client advocate.

Think of it as an emergency contact for your investments. If your financial advisor can't reach you or notices changes that might indicate cognitive decline, they can check in with someone you trust to confirm you're okay or verify your information.

You can choose a family member, close friend, attorney, or neighbor who knows you well. Many people designate multiple contacts for added peace of mind. It's never too early to plan ahead and identify the people you trust most.

Questions about adding a trusted contact to your account? Click the link below to read our full article detailing who should have one, what a trusted contact can and can't do, and how to set it up: https://cassaday.com/designate-a-trusted-contact-or-client-advocate/