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Marsha Tesar
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Maximizing your assets and plans between estate planning and retirement planning is a balancing act, that when done right can benefit you and your loved ones. Continue reading
Posted yesterday at Wisconsin Estate Planning
Deciding between a family member and a professional and finding the right trustee requires careful consideration. Continue reading
Posted 3 days ago at Wisconsin Estate Planning
Special needs trusts offer an opportunity to leave funds for the benefit of a disabled loved one without actually leaving it in the hands of the disabled beneficiary which they may not be able to handle properly themselves, and which could affect governmental benefits. Continue reading
Posted 5 days ago at Wisconsin Estate Planning
Dementia afflicts many adults, therefore it is important to properly plan and do so sooner rather than later. Continue reading
Posted Aug 22, 2014 at Wisconsin Estate Planning
No matter what your family situation, but especially for single individuals with no children, you need to properly plan to ensure your assets transfer to those you wish otherwise the state will make the decision for you. Continue reading
Posted Aug 20, 2014 at Wisconsin Estate Planning
There is a great deal to think about and consider when it comes to end of life planning. Be sure to make sure your desires are in writing and that you have communicated them with your loved ones. Continue reading
Posted Aug 18, 2014 at Wisconsin Estate Planning
There are many differences between men and women, and you need to respect those differences and account for them in your estate planning. Continue reading
Posted Aug 15, 2014 at Wisconsin Estate Planning
It is important to understand how the estate tax may impact or not impact your estate and how to properly plan if necessary. Continue reading
Posted Aug 13, 2014 at Wisconsin Estate Planning
Nothing is too small of an item to properly plan for if it has significant meaning to you. But to ensure it is disposed of according to your wishes, the plan does need to properly be in place. Continue reading
Posted Aug 11, 2014 at Wisconsin Estate Planning
Through proper planning you can ensure that your spouse has the knowledge and keys to the process of dealing with your death and offering them security when you are gone. Continue reading
Posted Aug 8, 2014 at Wisconsin Estate Planning
If it is important enough for you to plan, then you need to take the steps and costs to make sure you plan well and meet all legal requirements. Continue reading
Posted Aug 6, 2014 at Wisconsin Estate Planning
Marking a milestone with a financial gift can encourage positive possibilities if done with proper planning and consideration. Continue reading
Posted Aug 4, 2014 at Wisconsin Estate Planning
Estate planning for married couples requires the couple to discuss goals in order to establish a plan that fulfills their common objectives. Continue reading
Posted Aug 1, 2014 at Wisconsin Estate Planning
Are your heirs ready to inherit assets and be responsible for such wealth? If you are not sure of the answer you may want to consider other options and seek assistance from legal counsel to come up with the best plan for your circumstances. Continue reading
Posted Jul 30, 2014 at Wisconsin Estate Planning
The range of needs an elderly loved one may require can vary and change over time, therefore careful consideration must be taken when selecting the right kind of care in each situation. Continue reading
Posted Jul 28, 2014 at Wisconsin Estate Planning
Estate planning can be daunting to think about, but it can be even more so when collections and collectibles are involved as they often create sentimental and emotional issues among family members. Continue reading
Posted Jul 25, 2014 at Wisconsin Estate Planning
Gifting with a purpose and a plan can help strategically move family wealth from one generation to another. Continue reading
Posted Jul 23, 2014 at Wisconsin Estate Planning
Passing a successful family inheritance from generation to generation takes planning and communication. Continue reading
Posted Jul 21, 2014 at Wisconsin Estate Planning
Whether to make a gift during life or at death requires careful consideration and competent legal and financial advice. Continue reading
Posted Jul 18, 2014 at Wisconsin Estate Planning
While love can happen at any age, careful consideration and evaluation of many factors should occur when determining whether to marry or not, especially later in life. Continue reading
Posted Jul 16, 2014 at Wisconsin Estate Planning
Estate Planning is an ongoing process that should be regularly evaluated and updated as circumstances change. Continue reading
Posted Jul 14, 2014 at Wisconsin Estate Planning
Proper research can help alleviate concern about where and how your charitable gift may be used by a particular organization. Continue reading
Posted Jul 11, 2014 at Wisconsin Estate Planning
IRAs are unique assets that should be evaluated carefully at the time of inheritance in order to make an educated decision on the best election to make regarding distributions. Continue reading
Posted Jul 9, 2014 at Wisconsin Estate Planning
Whether you feel leaving an inheritance is a blessing or a curse, proper planning can help accomplish your wishes and lessen the burden on your loved ones. Continue reading
Posted Jul 7, 2014 at Wisconsin Estate Planning
While everyone’s estate and goals are different, there are some basic types of documents that everyone should be aware of and consider when creating their plan. Continue reading
Posted Jul 4, 2014 at Wisconsin Estate Planning