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Marsha Tesar
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Getting an estate plan in order is important in all families to avoid the stress and costs if there isn't one. Continue reading
Posted Feb 28, 2018 at Wisconsin Estate Planning
Sale of jointly owned stocks is handled differently in each state, including Wisconsin, which is a community-property state.   Continue reading
Posted Feb 26, 2018 at Wisconsin Estate Planning
Seniors turning age 65 need to get up to speed fast on the many requirements of Medicare. Mistakes can be extremely costly and difficult to fix. Continue reading
Posted Feb 23, 2018 at Wisconsin Estate Planning
IRA's are a great way to save money for retirement and at the same time, they provide tax advantages. Make sure beneficiary designations are updated regularly. Continue reading
Posted Feb 21, 2018 at Wisconsin Estate Planning
There are several options for senior caregiving. Learning about each option is important since their funding is from different sources.  Continue reading
Posted Feb 19, 2018 at Wisconsin Estate Planning
Planning your own funeral will keep your family from being at the mercy of funeral homes and their price structures. Continue reading
Posted Feb 16, 2018 at Wisconsin Estate Planning
The topic of death is an important discussion to have with your parents. Once you have their estate plan in place, you should start your own. Continue reading
Posted Feb 14, 2018 at Wisconsin Estate Planning
Creating a trust can be more complicated and expensive, but many people are willing to pay the price to protect their child's wealth. Continue reading
Posted Feb 12, 2018 at Wisconsin Estate Planning
The widespread nature of financial exploitation shows that it can happen to almost anybody.   Continue reading
Posted Feb 9, 2018 at Wisconsin Estate Planning
Updating beneficiaries is important on accounts, annuities, deeds, and policies, as they supersede any instructions in a will. Continue reading
Posted Feb 7, 2018 at Wisconsin Estate Planning
It is important to clarify your overall intentions for your heirs and assets to create an estate plan that will suit your goals.   Continue reading
Posted Feb 5, 2018 at Wisconsin Estate Planning
Regardless of age or estate value, you need a will. Continue reading
Posted Feb 2, 2018 at Wisconsin Estate Planning
Certain estate planning techniques may be used in situations of parents with children suffering from mental illnesses or addictions. Continue reading
Posted Jan 31, 2018 at Wisconsin Estate Planning
You need to protect your assets and minor children by preparing your estate plan regardless of age. The earlier in life, the better.  Continue reading
Posted Jan 29, 2018 at Wisconsin Estate Planning
A Personal Care Agreement can give an adult child caregiver the peace of mind and security. Continue reading
Posted Sep 13, 2017 at Wisconsin Estate Planning
There are many options and considerations when determining how to transfer your homestead to your heirs. Continue reading
Posted Sep 11, 2017 at Wisconsin Estate Planning
There are a number of benefits to consider when deciding whether or not you should work past the traditional retirement age. Continue reading
Posted Sep 8, 2017 at Wisconsin Estate Planning
If you or your intended has children from a prior marriage, there are added complications that need to be addressed in your estate plan. Continue reading
Posted Sep 6, 2017 at Wisconsin Estate Planning
Changing your mindset about retirement can alter the dynamic of how you plan Continue reading
Posted Sep 4, 2017 at Wisconsin Estate Planning
Things can get complicated when a senior asks for your help with finances. Continue reading
Posted Sep 1, 2017 at Wisconsin Estate Planning
Making some decisions will help you clarify retirement questions and help move your planning forward. Continue reading
Posted Aug 30, 2017 at Wisconsin Estate Planning
Avoiding an expensive, time-consuming and extremely stressful mess that can come by not having an estate plan doesn’t have to be difficult. Continue reading
Posted Aug 28, 2017 at Wisconsin Estate Planning
It’s important to be careful to follow the rules when using an IRA or Roth IRA. Continue reading
Posted Aug 25, 2017 at Wisconsin Estate Planning
In 2016, more than five million Americans were living with the debilitating disease, for which there is no cure and only limited treatment. Continue reading
Posted Aug 23, 2017 at Wisconsin Estate Planning
The rules about when to start taking Social Security benefits are confusing to many and a surprise may come when their initial benefit checks are smaller than they had anticipated. Continue reading
Posted Aug 21, 2017 at Wisconsin Estate Planning