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Marsha Tesar
Recent Activity
Downsizing can be emotionally and logistically difficult and can is not easy transition, however as times are changing it may be the best move. Continue reading
Posted yesterday at Wisconsin Estate Planning
With advance planning, we can help our loved ones so that they are not left to pick up the pieces after us.  Continue reading
Posted 3 days ago at Wisconsin Estate Planning
Hiring a professional estate sales company will help take the sting out of having to sell your property. Continue reading
Posted 5 days ago at Wisconsin Estate Planning
Today it is wise to plan for your digital assets just as you plan for distribution of property and assets in an estate plan.  Continue reading
Posted Feb 5, 2016 at Wisconsin Estate Planning
If an experienced financial professional can make mistakes when dealing with an inheritance, imagine the bad decisions someone not used to handling large sums of assets can make. Continue reading
Posted Feb 3, 2016 at Wisconsin Estate Planning
Guardianship is a fairly straightforward and basic function, however there are a growing number of cases where professional guardians are taking advantage of their elderly wards, decimating estates and causing unnecessary hardship. Continue reading
Posted Feb 1, 2016 at Wisconsin Estate Planning
There is a lot of media coverage and discussion about the federal estate tax, but despite that, the number of estates that actually pay this federal tax are proportionately small. Continue reading
Posted Jan 29, 2016 at Wisconsin Estate Planning
It is important to not only know what common estate planning mistakes are, but also to know how to avoid them. Continue reading
Posted Jan 27, 2016 at Wisconsin Estate Planning
It is important to not only know what common estate planning mistakes are, but also to know how to avoid them. Continue reading
Posted Jan 25, 2016 at Wisconsin Estate Planning
A proper estate plan and continued contact with your broker will help avoid a state claiming your property through escheatment. Continue reading
Posted Jan 22, 2016 at Wisconsin Estate Planning
"Joint tenancy" is perhaps the most common way for two people to title their assets, but when it comes to estate planning, there are sometimes better ways that property can be titled. Continue reading
Posted Jan 20, 2016 at Wisconsin Estate Planning
You may want consider talking with an attorney and accountant about taking advantage of the increases to tax exemptions for estate and lifetime gift tax exemptions in 2016. Continue reading
Posted Jan 18, 2016 at Wisconsin Estate Planning
You want to make sure your estate plan is always ideal given the current estate laws, not older out of date laws that may not be relevant to your unique circumstances. Continue reading
Posted Jan 15, 2016 at Wisconsin Estate Planning
There are ways to properly prepare for paying for death tax and preventing the need to sell a family heirloom. Continue reading
Posted Jan 13, 2016 at Wisconsin Estate Planning
Gifting assets to heirs during your lifetime must be done with care to avoid any negative tax consequences. Continue reading
Posted Jan 11, 2016 at Wisconsin Estate Planning
Unless you wish to give your assets over to the state, you'll want an estate plan that will carry out your wishes. Continue reading
Posted Jan 8, 2016 at Wisconsin Estate Planning
It is possible for millennials to retire like millionaires if they adopt smart habits and use the power of time to their advantage. Continue reading
Posted Jan 6, 2016 at Wisconsin Estate Planning
Knowing what types of life insurance policies are available, what you need and making sure that the right insurance is in place can be a valuable part of your overall estate plan. Continue reading
Posted Jan 4, 2016 at Wisconsin Estate Planning
If you procrastinate and do not make your own plan for what do you want to happen when you are no longer alive, the courts or someone else will do it for you. Continue reading
Posted Jan 1, 2016 at Wisconsin Estate Planning
After a loved one's death, with so many things to do, it's easy to forget about the pets. Continue reading
Posted Dec 30, 2015 at Wisconsin Estate Planning
Some people may not be as adamant about holding onto certain items once they receive the inheritance tax bill. Continue reading
Posted Dec 28, 2015 at Wisconsin Estate Planning
It is very important when creating an estate plan that you be as specific as possible about requests and that you pick estate administrators and trustees who will view things as you would have. Continue reading
Posted Dec 26, 2015 at Wisconsin Estate Planning
Depending on the value of illiquid assets in an estate, heirs may end up with an unexpected tax bill that could take a big bite out of their inheritance. Continue reading
Posted Dec 23, 2015 at Wisconsin Estate Planning
Pet Trusts can be helpful tools to provide for the care of your pet at your passing. Continue reading
Posted Dec 21, 2015 at Wisconsin Estate Planning
A will can be used to create an emotional legacy and let people know what is important to you. Continue reading
Posted Dec 18, 2015 at Wisconsin Estate Planning