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Marsha Tesar
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Laws and life circumstances change, and therefore you should review and amend your estate plan accordingly. Continue reading
Posted 13 hours ago at Wisconsin Estate Planning
Discussions about memory loss with your physician can help with proper diagnosis and treatment. Continue reading
Posted 3 days ago at Wisconsin Estate Planning
Communication with your loved ones about your estate planning now can help avoid misunderstanding among your loved ones after your death. Continue reading
Posted 5 days ago at Wisconsin Estate Planning
When considering your estate plan, don't forget that you should be your first beneficiary. Continue reading
Posted 7 days ago at Wisconsin Estate Planning
Whether you receive a windfall from an inheritance or winning the lottery, it is smart to have a well thought out plan on how you will spend the money. Continue reading
Posted May 20, 2016 at Wisconsin Estate Planning
Communication is key to avoid the issue of a lost will. Continue reading
Posted May 18, 2016 at Wisconsin Estate Planning
Proper estate planning not only ensures where your assets will transfer at your death, but will also take into consideration the tax consequences that may be transferred to your loved ones as well. Continue reading
Posted May 16, 2016 at Wisconsin Estate Planning
The arrival of a new member of the family should prompt a review of your estate planning documents. Continue reading
Posted May 13, 2016 at Wisconsin Estate Planning
Life insurance is a tool you should consider if you have a spouse or dependent children who rely on your income as support. Continue reading
Posted May 11, 2016 at Wisconsin Estate Planning
Proper estate planning can help protect your heirs and your land. Continue reading
Posted May 9, 2016 at Wisconsin Estate Planning
Financial elder abuse is on the rise, therefore states are trying to find ways to protect seniors from this abuse. Continue reading
Posted May 4, 2016 at Wisconsin Estate Planning
Some financial choices we make in the earlier part of our lives that are surprisingly important—but we don't always see how important they are until it is too late. Continue reading
Posted May 2, 2016 at Wisconsin Estate Planning
When the author of "To Kill a Mockingbird" was found to have written another novel, "Go Set a Watchman," there was much mystery about the second book, which generated a fortune. Continue reading
Posted Apr 29, 2016 at Wisconsin Estate Planning
Now that the Supreme Court has made its decision on same-sex couples' right to marry, married same-sex couples should make sure that their estate planning reflects their current status. Continue reading
Posted Apr 27, 2016 at Wisconsin Estate Planning
There are resources to help when you suspect elder abuse is in place – something most of us don't know about. Continue reading
Posted Apr 25, 2016 at Wisconsin Estate Planning
Wise planning for life after divorce includes living expenses, taxes and retirement planning. Continue reading
Posted Apr 22, 2016 at Wisconsin Estate Planning
Think about your accounts and how you'd want them to be passed on to your family, instead of leaving inheritance up to chance. Continue reading
Posted Apr 20, 2016 at Wisconsin Estate Planning
The importance of basic financial decisions is easy to overlook, but these steps can make a big difference in your financial picture over time. Continue reading
Posted Apr 18, 2016 at Wisconsin Estate Planning
A longer life, with a better quality of life, means that you have plenty of time left to invest, protect, and enjoy your money. Continue reading
Posted Apr 15, 2016 at Wisconsin Estate Planning
There are many different ways that small businesses continue after the owner has passed control of the company, but all require advance planning. Continue reading
Posted Apr 13, 2016 at Wisconsin Estate Planning
Regardless of your position on inheritances, having an on-going conversation with heirs about your plan will be more instructive than making family members wait until the will is read to find out what you wanted, and why. Continue reading
Posted Apr 11, 2016 at Wisconsin Estate Planning
Many folks head into retirement with a sense of excitement and a bit of anxiety—but they haven't given much thought to their actual goals. Don’t be one of those people, instead create a plan. Continue reading
Posted Apr 8, 2016 at Wisconsin Estate Planning
The odds of the IRS auditing your tax returns are pretty low, but some of the red flags they are looking for will help minimize your chance of being among the "lucky" ones. Continue reading
Posted Apr 6, 2016 at Wisconsin Estate Planning
You may want to pay attention to your benefits to see how the Social Security changes this year affected you. Continue reading
Posted Apr 4, 2016 at Wisconsin Estate Planning