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Marsha Tesar
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The range of needs an elderly loved one may require can vary and change over time, therefore careful consideration must be taken when selecting the right kind of care in each situation. Continue reading
Posted yesterday at Wisconsin Estate Planning
Estate planning can be daunting to think about, but it can be even more so when collections and collectibles are involved as they often create sentimental and emotional issues among family members. Continue reading
Posted 4 days ago at Wisconsin Estate Planning
Gifting with a purpose and a plan can help strategically move family wealth from one generation to another. Continue reading
Posted 6 days ago at Wisconsin Estate Planning
Passing a successful family inheritance from generation to generation takes planning and communication. Continue reading
Posted Jul 21, 2014 at Wisconsin Estate Planning
Whether to make a gift during life or at death requires careful consideration and competent legal and financial advice. Continue reading
Posted Jul 18, 2014 at Wisconsin Estate Planning
While love can happen at any age, careful consideration and evaluation of many factors should occur when determining whether to marry or not, especially later in life. Continue reading
Posted Jul 16, 2014 at Wisconsin Estate Planning
Estate Planning is an ongoing process that should be regularly evaluated and updated as circumstances change. Continue reading
Posted Jul 14, 2014 at Wisconsin Estate Planning
Proper research can help alleviate concern about where and how your charitable gift may be used by a particular organization. Continue reading
Posted Jul 11, 2014 at Wisconsin Estate Planning
IRAs are unique assets that should be evaluated carefully at the time of inheritance in order to make an educated decision on the best election to make regarding distributions. Continue reading
Posted Jul 9, 2014 at Wisconsin Estate Planning
Whether you feel leaving an inheritance is a blessing or a curse, proper planning can help accomplish your wishes and lessen the burden on your loved ones. Continue reading
Posted Jul 7, 2014 at Wisconsin Estate Planning
While everyone’s estate and goals are different, there are some basic types of documents that everyone should be aware of and consider when creating their plan. Continue reading
Posted Jul 4, 2014 at Wisconsin Estate Planning
A surviving spouse should carefully consider whether to elect to rollover their deceased’s spouse IRA or to take it as an inherited IRA as the election can impact them and their loved ones. Continue reading
Posted Jul 2, 2014 at Wisconsin Estate Planning
Estate Planning can be complicated and it is just as important to know what to do as it is to know what not to do in order to accomplish your wishes. Continue reading
Posted Jun 30, 2014 at Wisconsin Estate Planning
The transfer or your homestead to a child should be carefully considered as there can be tax, liability, and control issues that could be adverse to your wishes. Continue reading
Posted Jun 27, 2014 at Wisconsin Estate Planning
Adult day care programs can offer families who are choosing to care for their elderly loved ones at home a much needed break. Continue reading
Posted Jun 25, 2014 at Wisconsin Estate Planning
Your personal representative or executor of your Will has a large responsibility to protect and maximize the estate and therefore this person should be selected carefully ahead of time. Continue reading
Posted Jun 23, 2014 at Wisconsin Estate Planning
A family heirloom can be the subject of many memories and stories, and if not properly planned for, can be the cause of much family discord. Continue reading
Posted Jun 20, 2014 at Wisconsin Estate Planning
No matter what your wealth or station in life, careful thought and consideration should be made as to how you will pass on your wealth without negatively impacting your loved ones. Continue reading
Posted Jun 18, 2014 at Wisconsin Estate Planning
Talking to your loved ones about your wishes and desires as you age is important as these discussions impact medical and financial decisions being made on your behalf. Continue reading
Posted Jun 16, 2014 at Wisconsin Estate Planning
You may want to consider donating your unneeded life insurance policy to charity. Continue reading
Posted Jun 13, 2014 at Wisconsin Estate Planning
As Alzheimer and Dementia can affect your mental capacity, it is important to plan ahead for your care during life and your property transfer upon death before it’s too late and could leave yours wishes open to a challenge. Continue reading
Posted Jun 11, 2014 at Wisconsin Estate Planning
Deciding on whether to provide home health care or move a loved one to a facility can be a difficult and emotional decision that should be evaluated thoroughly. Continue reading
Posted Jun 9, 2014 at Wisconsin Estate Planning
Without clear written instructions for your loved ones, emotions and other family issues could cause decisions to be made that you would not prefer. Continue reading
Posted Jun 6, 2014 at Wisconsin Estate Planning
There are many issues involved in owning, operating and transferring a business that one must learn and understand if you currently own or may own a business in the future. Continue reading
Posted Jun 4, 2014 at Wisconsin Estate Planning
As one ages and long term care becomes more likely, it is important to research your options regarding the various kinds of facilities and treatments available, as well as how to pay for that care when necessary. Continue reading
Posted Jun 2, 2014 at Wisconsin Estate Planning