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Marsha Tesar
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An effective estate plan often requires more than just a will. It is important to seek competent legal advice to obtain a complete plan. Continue reading
Posted yesterday at Wisconsin Estate Planning
Planning for your retirement can be overwhelming. Beginning the process sooner than later, and seeking proper advice can help alleviate the stress of such planning. Continue reading
Posted 3 days ago at Wisconsin Estate Planning
It is important not to forget to include a plan on how your digital assets should be handled at your death. Continue reading
Posted 6 days ago at Wisconsin Estate Planning
It is never too early to get your estate planning done to plan for the “what ifs” in life as these unknowns can affect us at any age. Continue reading
Posted Jan 21, 2015 at Wisconsin Estate Planning
Proper estate planning and long term care planning requires careful consideration. It is fraught with pitfalls therefore you are best served obtaining competent legal advice from attorney who practices in Elder Law and Estate Planning. Continue reading
Posted Jan 19, 2015 at Wisconsin Estate Planning
Your estate planning is important to protect your money and loved ones. Don’t leave it to chance or take shortcuts that could cost you and your loved ones in the future. Continue reading
Posted Jan 16, 2015 at Wisconsin Estate Planning
The beginning of a new year is a great time to get your estate plan together and updated. Continue reading
Posted Jan 14, 2015 at Wisconsin Estate Planning
There are many challenges when it comes to estate planning especially when you are in a non-traditional relationship. Continue reading
Posted Jan 12, 2015 at Wisconsin Estate Planning
Protecting and planning for the vacation home is an important aspect of a person’s overall estate plan that should not be forgotten. Continue reading
Posted Jan 9, 2015 at Wisconsin Estate Planning
Revocable Living trusts can provide you with a privacy advantage and probate avoidance that a basic will cannot provide. Continue reading
Posted Jan 7, 2015 at Wisconsin Estate Planning
It is never too early to think about your estate plan. The sooner you plan, the less stressful it is for you later in life when it may really matter. Continue reading
Posted Jan 5, 2015 at Wisconsin Estate Planning
Retirement can be a big change for people, and it is important to strategize and coordinate your estate plan and finances for the years to come. Continue reading
Posted Jan 2, 2015 at Wisconsin Estate Planning
If you are single, it is important to take the time and complete an estate plan that will follow your wishes during your life and upon your death, so that the state’s probate laws don’t dictate the plan for you. Continue reading
Posted Dec 31, 2014 at Wisconsin Estate Planning
Roth IRAs are planning tools that one can take advantage of as part of an overall estate plan. Continue reading
Posted Dec 29, 2014 at Wisconsin Estate Planning
Don’t forget to take advantage of the gift tax laws which could allow you to give money to the next generation to accomplish their goals, while lowering the potential estate tax of your own estate. Continue reading
Posted Dec 26, 2014 at Wisconsin Estate Planning
Transferring non titled personal property can be challenging, and without communication and a proper plan can cause disharmony among family members. Continue reading
Posted Dec 24, 2014 at Wisconsin Estate Planning
As the life expectancy of an individual has increased over time, the time before a beneficiary will receive a potential inheritance has increased as well. It is important to think about what that means for your estate plan and beneficiaries. Continue reading
Posted Dec 22, 2014 at Wisconsin Estate Planning
Being a caregiver of an elderly loved one can be hard work, and it is important to have thoughtful and detailed discussions among all the family members to ensure participation and harmony when providing such care. Continue reading
Posted Dec 19, 2014 at Wisconsin Estate Planning
Set a goal before New Years to organize your life, finances, and estate planning before the holidays are over. Continue reading
Posted Dec 17, 2014 at Wisconsin Estate Planning
Online estate planning forms may be cheap, however, be wary. You often get what you pay for, and if not properly prepared, they can cost you and your estate more in the long run. Continue reading
Posted Dec 15, 2014 at Wisconsin Estate Planning
Who you name as a trustee or co-trustee requires careful consideration. Continue reading
Posted Dec 12, 2014 at Wisconsin Estate Planning
You never know what the future holds. It is important to plan for those late in life issues before it is too late and you are not able to do so. Continue reading
Posted Dec 10, 2014 at Wisconsin Estate Planning
Everyone should have an estate plan in place. It allows you to designate who shall be in charge of your estate as well as who will receive it upon your death, rather than letting the state dictate. Continue reading
Posted Dec 8, 2014 at Wisconsin Estate Planning
Losing a loved one can be a very difficult time. Having plans made for your survivors to follow will make the process easier. Continue reading
Posted Dec 5, 2014 at Wisconsin Estate Planning
Medicare and Medicaid are two very different programs. It is important to understand the differences and plan accordingly. Continue reading
Posted Dec 3, 2014 at Wisconsin Estate Planning