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Marsha Tesar
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Consider all your options when planning for your retirement. Continue reading
Posted yesterday at Wisconsin Estate Planning
An estate planning attorney can help you identify further tax-savings opportunities. Continue reading
Posted 3 days ago at Wisconsin Estate Planning
With a longer life span in the U.S. today there are more opportunities to create potential challenges to a will with second marriages and more money accumulated over a lifetime. USA Today discussed measures that can be enacted that will help reduce the possibility of challenges to your estate in... Continue reading
Posted 6 days ago at Wisconsin Estate Planning
With careful planning retirement there are ways to cover the post-retirement medical costs. Continue reading
Posted Feb 15, 2017 at Wisconsin Estate Planning
Different types of estate planning are needed in different stages of life, as well as different stages of wealth building. Continue reading
Posted Feb 13, 2017 at Wisconsin Estate Planning
When contributing assets or transferring funds into your IRA, pay careful attention to the rules and let an experienced financial planner and estate planning attorney help you to avoid a costly mistake. Continue reading
Posted Feb 1, 2017 at Wisconsin Estate Planning
Understanding what key estate planning documents can do to protect you and those you love will make it easy to see how important they are. Continue reading
Posted Jan 30, 2017 at Wisconsin Estate Planning
For most Americans, preparing an estate is not that complicated. Continue reading
Posted Jan 27, 2017 at Wisconsin Estate Planning
With divorce rates from adults aged 50+ doubling from 1990 to 2010, the face of retirement is changing. Continue reading
Posted Jan 25, 2017 at Wisconsin Estate Planning
There are several reasons for an heir to disclaim or say “no” to an inheritance. Continue reading
Posted Jan 23, 2017 at Wisconsin Estate Planning
Most Alzheimer's patients will hide their symptoms as long as they can because they fear losing control of their lives if family or friends are under the impression they can’t take care of things on their own. Continue reading
Posted Jan 20, 2017 at Wisconsin Estate Planning
Good news is hard to find when it comes to dealing with large government bureaucracies, however, there are some services that Social Security offers that could make life easier for many. Continue reading
Posted Jan 18, 2017 at Wisconsin Estate Planning
If you are the beneficiary of someone’s life insurance policy, you should know that there are different options for that money that may be more productive in the long term. Continue reading
Posted Jan 16, 2017 at Wisconsin Estate Planning
It is just as important that you understand the rules of your retirement plan and your spouse’s retirement plan. Continue reading
Posted Jan 13, 2017 at Wisconsin Estate Planning
Proactive planning means that the family will have far more choices than if they wait until a health crisis occurs. Continue reading
Posted Jan 11, 2017 at Wisconsin Estate Planning
Protect your loved ones and create a legacy of caring, not carelessness, by meeting with an estate planning attorney. Continue reading
Posted Jan 9, 2017 at Wisconsin Estate Planning
Having open and honest conversations about finances is necessary to plan for retirement Continue reading
Posted Jan 6, 2017 at Wisconsin Estate Planning
Power of Attorney documents should be done with care and consideration of the powers you are giving to another. Continue reading
Posted Jan 4, 2017 at Wisconsin Estate Planning
A person who is not a relative needs to be respectful of an elderly person, especially if the person’s judgment has been affected by dementia. Continue reading
Posted Jan 2, 2017 at Wisconsin Estate Planning
Wage earners are not permitted to put money into a traditional IRA in the year they turn 70 ½ Continue reading
Posted Dec 30, 2016 at Wisconsin Estate Planning
Hundreds of counties around the nation are creating community-based protection partnerships between social service agencies, financial institutions that serve seniors and law enforcement. Continue reading
Posted Dec 28, 2016 at Wisconsin Estate Planning
Once the process of legally ending your marriage begins, making sure that your own interests are protected includes updating your estate plan to reflect this big life change. Continue reading
Posted Dec 26, 2016 at Wisconsin Estate Planning
People don’t realize how much can be accomplished in a very short time with an experienced estate planning attorney. Continue reading
Posted Dec 23, 2016 at Wisconsin Estate Planning
The modern pentathlon, a five event sport, bears a remarkable resemblance to retirement planning today. Continue reading
Posted Dec 21, 2016 at Wisconsin Estate Planning
Investing assets is a very individual matter, and recent changes to the tax law must be taken into consideration—as well as current market conditions and available investment products. Continue reading
Posted Dec 19, 2016 at Wisconsin Estate Planning