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Marsha Tesar
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Most Alzheimer's patients will hide their symptoms as long as they can because they fear losing control of their lives if family or friends are under the impression they can’t take care of things on their own. Continue reading
Posted 3 days ago at Wisconsin Estate Planning
Good news is hard to find when it comes to dealing with large government bureaucracies, however, there are some services that Social Security offers that could make life easier for many. Continue reading
Posted 5 days ago at Wisconsin Estate Planning
If you are the beneficiary of someone’s life insurance policy, you should know that there are different options for that money that may be more productive in the long term. Continue reading
Posted 7 days ago at Wisconsin Estate Planning
It is just as important that you understand the rules of your retirement plan and your spouse’s retirement plan. Continue reading
Posted Jan 13, 2017 at Wisconsin Estate Planning
Proactive planning means that the family will have far more choices than if they wait until a health crisis occurs. Continue reading
Posted Jan 11, 2017 at Wisconsin Estate Planning
Protect your loved ones and create a legacy of caring, not carelessness, by meeting with an estate planning attorney. Continue reading
Posted Jan 9, 2017 at Wisconsin Estate Planning
Having open and honest conversations about finances is necessary to plan for retirement Continue reading
Posted Jan 6, 2017 at Wisconsin Estate Planning
Power of Attorney documents should be done with care and consideration of the powers you are giving to another. Continue reading
Posted Jan 4, 2017 at Wisconsin Estate Planning
A person who is not a relative needs to be respectful of an elderly person, especially if the person’s judgment has been affected by dementia. Continue reading
Posted Jan 2, 2017 at Wisconsin Estate Planning
Wage earners are not permitted to put money into a traditional IRA in the year they turn 70 ½ Continue reading
Posted Dec 30, 2016 at Wisconsin Estate Planning
Hundreds of counties around the nation are creating community-based protection partnerships between social service agencies, financial institutions that serve seniors and law enforcement. Continue reading
Posted Dec 28, 2016 at Wisconsin Estate Planning
Once the process of legally ending your marriage begins, making sure that your own interests are protected includes updating your estate plan to reflect this big life change. Continue reading
Posted Dec 26, 2016 at Wisconsin Estate Planning
People don’t realize how much can be accomplished in a very short time with an experienced estate planning attorney. Continue reading
Posted Dec 23, 2016 at Wisconsin Estate Planning
The modern pentathlon, a five event sport, bears a remarkable resemblance to retirement planning today. Continue reading
Posted Dec 21, 2016 at Wisconsin Estate Planning
Investing assets is a very individual matter, and recent changes to the tax law must be taken into consideration—as well as current market conditions and available investment products. Continue reading
Posted Dec 19, 2016 at Wisconsin Estate Planning
Buddying up to buy a retirement home is a great idea for single seniors who have more purchasing power together than they could on their own. Continue reading
Posted Dec 16, 2016 at Wisconsin Estate Planning
Balancing assets for children from a first marriage and ensuring that your new spouse will have the assets they need requires coming to terms with realistic expectations for all. Continue reading
Posted Dec 14, 2016 at Wisconsin Estate Planning
The best defense against the huge bite long-term care can take out of retirement savings is advance planning with professional help. Continue reading
Posted Dec 12, 2016 at Wisconsin Estate Planning
If you own a home and want to leave it to your loved ones, there are steps you need to take to ensure that your wishes are achieved. Continue reading
Posted Dec 5, 2016 at Wisconsin Estate Planning
It is estimated that more than $2.6 billion dollars are lost to elder financial abuse and exploitation. Continue reading
Posted Dec 2, 2016 at Wisconsin Estate Planning
Many state privacy laws don’t let parents make healthcare or financial decisions for their adult children without proper documents. Continue reading
Posted Nov 30, 2016 at Wisconsin Estate Planning
By taking the time now to work with a qualified estate planning attorney, you’ll be able to avoid the unpleasant results of incomplete planning. Continue reading
Posted Nov 28, 2016 at Wisconsin Estate Planning
Knowing the specifics of the gift tax can make giving with warm hands a rewarding experience for the giver and the recipient. Continue reading
Posted Nov 25, 2016 at Wisconsin Estate Planning
Having realistic and respectful discussions about who can do what for mom and dad is not always easy, but it is critical for the family to move forward. Continue reading
Posted Nov 23, 2016 at Wisconsin Estate Planning
Special needs families must plan for parent’s retirement as well as ensure that a plan is in place for the time when the parents are no longer able to care for their special needs child. Continue reading
Posted Nov 21, 2016 at Wisconsin Estate Planning