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Marsha Tesar
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It is easy to avoid doing things that are confusing or hard for us to think about, but that does not make it the right thing to do. With proper advice estate planning does not need to be something you avoid. Continue reading
Posted 3 hours ago at Wisconsin Estate Planning
Be sure to have all of your estate planning and power of attorney documents completed before a decline in your cognitive functions prevents you from doing them altogether. Continue reading
Posted 3 days ago at Wisconsin Estate Planning
The loss of a spouse is emotionally difficult at the time and therefore it is important to plan for this event and make sure that the survivor knows how to proceed. Continue reading
Posted 5 days ago at Wisconsin Estate Planning
Be sure to update your estate planning documents and beneficiary forms after a divorce to be sure that your ex-spouse or in laws do not receive your estate against your wishes. Continue reading
Posted 7 days ago at Wisconsin Estate Planning
A well drafted estate plan can help avoid confusion and disagreements among your heirs. Continue reading
Posted May 15, 2015 at Wisconsin Estate Planning
Getting your estate planning documents in place is a good start but it is just as important to update them as circumstances change in your life. Continue reading
Posted May 13, 2015 at Wisconsin Estate Planning
Start the estate planning conversations now with your parents in order to reduce the stress and anxiety that could come later if it becomes too late. Continue reading
Posted May 11, 2015 at Wisconsin Estate Planning
Elder abuse is a crime that often goes unreported, which is why it may be more of a problem than originally believed to be. Continue reading
Posted May 8, 2015 at Wisconsin Estate Planning
Long term care can be very costly. It is important to have a plan as to how you will pay for these costs should they become necessary in the future. Continue reading
Posted May 6, 2015 at Wisconsin Estate Planning
Successfully transferring your wealth at your death requires proper planning and coordination with your documents and wishes and the state laws. Continue reading
Posted May 4, 2015 at Wisconsin Estate Planning
Even the most well thought out plan can result in family squabbles. Such squabbles can be reduced however with discussions and explanations about why you are making the decisions you are in your will ahead of time. Continue reading
Posted May 1, 2015 at Wisconsin Estate Planning
Establishing financial goals and following through with them does not need to be a daunting task. Continue reading
Posted Apr 29, 2015 at Wisconsin Estate Planning
The best way to improve one’s financial future is to start saving today. Continue reading
Posted Apr 27, 2015 at Wisconsin Estate Planning
Financial scammers find elderly people who suffer from cognitive deficiencies easy prey. Continue reading
Posted Apr 24, 2015 at Wisconsin Estate Planning
IRAs and Roth IRAs can be a useful wealth transfer tool if used properly. Continue reading
Posted Apr 22, 2015 at Wisconsin Estate Planning
Prior to retirement, you should seek financial and legal advice to ensure you are prepared for what’s to come. Continue reading
Posted Apr 20, 2015 at Wisconsin Estate Planning
Long term care insurance can be a helpful tool to ensure proper care as you age.   Continue reading
Posted Apr 17, 2015 at Wisconsin Estate Planning
DIY estate planning may offer you cheap forms to complete, however, what they lack is the knowledge and services of an experienced attorney to make sure the plan is done correctly. Continue reading
Posted Apr 15, 2015 at Wisconsin Estate Planning
Planning and paying for a college education for a child or grandchild can be very complicated, but it could be one of the best investments you make. Continue reading
Posted Apr 13, 2015 at Wisconsin Estate Planning
There are several estate tax rules you should be aware of for 2015. Continue reading
Posted Apr 10, 2015 at Wisconsin Estate Planning
Being a caregiver can be a very emotional and financially challenging situation, however with proper pre-planning some of that can be alleviated. Continue reading
Posted Apr 8, 2015 at Wisconsin Estate Planning
Ask your parents some important questions before it’s too late. Continue reading
Posted Apr 6, 2015 at Wisconsin Estate Planning
Be sure to know where to look so you don’t leave money on the table that could help provide long term care and other support. Continue reading
Posted Apr 3, 2015 at Wisconsin Estate Planning
Long term care can be expensive, and it is important to plan ahead especially if you plan to seek Medicaid benefits. Continue reading
Posted Apr 1, 2015 at Wisconsin Estate Planning
There are many types of trusts, and depending upon your circumstances, a trust may be a very useful estate planning tool for you to consider. Continue reading
Posted Mar 30, 2015 at Wisconsin Estate Planning