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Marsha Tesar
Recent Activity
Having frequent discussions among your children about your plans, well in advance, will be best so that any disagreements can be settled while you are still around to address them. Continue reading
Posted yesterday at Wisconsin Estate Planning
Applying for Medicaid benefits is a complex task that requires the help of an experienced elder law attorney, especially when making hard decisions on how to allocate money you've saved all your life. Continue reading
Posted 4 days ago at Wisconsin Estate Planning
People tend to think that trusts were just for wealthy families, but when families are complicated, distributing assets often requires more than just a simple will. Continue reading
Posted 6 days ago at Wisconsin Estate Planning
When the year or actual date of retirement comes around the corner, many Americans realize their retirement finances aren't what they had thought they would be. Continue reading
Posted Jul 18, 2016 at Wisconsin Estate Planning
Often times the very wealthy start the process of working with an estate planning attorney but stop short of actually executing a plan. Continue reading
Posted Jul 15, 2016 at Wisconsin Estate Planning
Your life has changed over the years, your insurance needs probably have too. Continue reading
Posted Jul 13, 2016 at Wisconsin Estate Planning
The rules that involve inheriting an IRA are very complex and mistakes can be costly. Continue reading
Posted Jul 11, 2016 at Wisconsin Estate Planning
Estate planning for the owner of a family business is more complex and includes protecting the business and family members. Continue reading
Posted Jul 8, 2016 at Wisconsin Estate Planning
Beneficiary designations allow certain assets owned by an individual to transfer efficiently at her or his passing. Continue reading
Posted Jun 17, 2016 at Wisconsin Estate Planning
You might be surprised to learn that your elderly or aging parents are more open to discussing their final wishes and estate planning than you. Continue reading
Posted Jun 15, 2016 at Wisconsin Estate Planning
If you don't make a plan for the disposal of your assets, the courts in the state where you live will.   Continue reading
Posted Jun 13, 2016 at Wisconsin Estate Planning
A loving spouse is almost always the first person to see the signs of Alzheimer's.   Continue reading
Posted Jun 10, 2016 at Wisconsin Estate Planning
Over the course of time, things can change which require you to review and update your estate plan accordingly. Continue reading
Posted Jun 8, 2016 at Wisconsin Estate Planning
A checklist can assist with the tough discussions about estate planning and end of life decisions which everyone should be having. Continue reading
Posted Jun 6, 2016 at Wisconsin Estate Planning
Retirement planning, estate planning, and vacation planning are all things that can assist with a happy and fulfilled future. Continue reading
Posted Jun 3, 2016 at Wisconsin Estate Planning
Finances, living arrangements, medical coverage and estate planning are four topics to discuss with your elderly loved ones while they can express their wishes competently. Continue reading
Posted Jun 1, 2016 at Wisconsin Estate Planning
Laws and life circumstances change, and therefore you should review and amend your estate plan accordingly. Continue reading
Posted May 30, 2016 at Wisconsin Estate Planning
Discussions about memory loss with your physician can help with proper diagnosis and treatment. Continue reading
Posted May 27, 2016 at Wisconsin Estate Planning
Communication with your loved ones about your estate planning now can help avoid misunderstanding among your loved ones after your death. Continue reading
Posted May 25, 2016 at Wisconsin Estate Planning
When considering your estate plan, don't forget that you should be your first beneficiary. Continue reading
Posted May 23, 2016 at Wisconsin Estate Planning
Whether you receive a windfall from an inheritance or winning the lottery, it is smart to have a well thought out plan on how you will spend the money. Continue reading
Posted May 20, 2016 at Wisconsin Estate Planning
Communication is key to avoid the issue of a lost will. Continue reading
Posted May 18, 2016 at Wisconsin Estate Planning
Proper estate planning not only ensures where your assets will transfer at your death, but will also take into consideration the tax consequences that may be transferred to your loved ones as well. Continue reading
Posted May 16, 2016 at Wisconsin Estate Planning
The arrival of a new member of the family should prompt a review of your estate planning documents. Continue reading
Posted May 13, 2016 at Wisconsin Estate Planning
Life insurance is a tool you should consider if you have a spouse or dependent children who rely on your income as support. Continue reading
Posted May 11, 2016 at Wisconsin Estate Planning