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Marsha Tesar
Recent Activity
Financial elder abuse is on the rise, therefore states are trying to find ways to protect seniors from this abuse. Continue reading
Posted 2 days ago 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 4 days ago 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 7 days ago 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
When couples have children out of wedlock, planning becomes even more important for their child's well-being. Continue reading
Posted Apr 1, 2016 at Wisconsin Estate Planning
Save yourself by being smart enough to know what you don't know so you can focus on making money and building up your retirement nest egg. Continue reading
Posted Mar 30, 2016 at Wisconsin Estate Planning
Today's young adults face unique financial challenges and may require different levels of support than they themselves received. Continue reading
Posted Mar 28, 2016 at Wisconsin Estate Planning
Planning and communicating are perhaps the best ways to be prepared when a family member becomes or is starting to become incapacitated. Continue reading
Posted Mar 25, 2016 at Wisconsin Estate Planning
Shredding old or unneeded documents is a great way to start getting your finances in order. Continue reading
Posted Mar 23, 2016 at Wisconsin Estate Planning
Making a commitment to making time for self-care is the healthiest way to maintain the stamina and well-being necessary to be a caretaker. Continue reading
Posted Mar 21, 2016 at Wisconsin Estate Planning
Taking time to have proper estate planning documents prepared now will be greatly appreciated by your loved ones later. Continue reading
Posted Mar 18, 2016 at Wisconsin Estate Planning
Regardless of the size of your estate, estate planning is something that every responsible adult needs to do for their loved ones. Continue reading
Posted Mar 16, 2016 at Wisconsin Estate Planning
The more you save, the more confident you will become in your ability to live the life you want. Continue reading
Posted Mar 14, 2016 at Wisconsin Estate Planning
Selecting the right trustee to execute your plans is just about the most critical decisions you can make—maybe even as important as the terms of the trust itself. Continue reading
Posted Mar 11, 2016 at Wisconsin Estate Planning
Waiting until a person with dementia is not legally capable of making decisions will lead to more complicated problems. Continue reading
Posted Mar 9, 2016 at Wisconsin Estate Planning