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Marsha Tesar
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Every family has its own dynamics, and some siblings that never resolve their differences, no matter how many years go by. Continue reading
Posted yesterday at Wisconsin Estate Planning
Without an effective estate plan that includes a succession plan, entrepreneurs put their work, staff and families in jeopardy. Continue reading
Posted 3 days ago at Wisconsin Estate Planning
We must be prepared to advocate for our aging relatives during a time when they are most vulnerable. Continue reading
Posted 5 days ago at Wisconsin Estate Planning
If you haven’t told your heirs what you have in mind for your estate plan, you may create a legacy of bitterness and family discord. Continue reading
Posted Apr 21, 2017 at Wisconsin Estate Planning
A finely-tuned savings plan that begins early in adult life with disciplined savers who do not deviate from the plan can save enough money to send kids to college and save for retirement at the same time. Continue reading
Posted Apr 19, 2017 at Wisconsin Estate Planning
An incentive trust is an estate-planning tool used to help motivate your heirs in the direction you want after you pass away. Continue reading
Posted Apr 7, 2017 at Wisconsin Estate Planning
When parents don’t realize the consequences of not having a Will, their family can face burdensome expenses and possibly loss of control of their estate. Continue reading
Posted Apr 5, 2017 at Wisconsin Estate Planning
Expect big departures from tradition when the estate plans of a new generation of billionaires begin to transfer their wealth. Continue reading
Posted Apr 3, 2017 at Wisconsin Estate Planning
Research shows that as we age, certain skills, including financial savvy, diminish. The problem is, the seniors still think they are able to manage their money, despite all evidence to the contrary. Continue reading
Posted Mar 31, 2017 at Wisconsin Estate Planning
Millennials may find that, like baby boomers, retirement comes up far faster than they can imagine. Continue reading
Posted Mar 29, 2017 at Wisconsin Estate Planning
Its best to have a plan to discuss the emotional topics of Wills, estate planning and money with your loved ones. Continue reading
Posted Mar 27, 2017 at Wisconsin Estate Planning
Having a will and naming a guardian is very important for anyone who has children. Continue reading
Posted Mar 24, 2017 at Wisconsin Estate Planning
Elder law attorneys focus their practices on benefits and issues that that impact elderly and disabled individuals. Continue reading
Posted Mar 22, 2017 at Wisconsin Estate Planning
While there are some who don’t begin considering retirement until they reach their 50s, it’s not too late to get started on your retirement planning. Continue reading
Posted Mar 20, 2017 at Wisconsin Estate Planning
Understanding how a living trust works will help you decide whether or not it is a tool that can work for you. Continue reading
Posted Mar 3, 2017 at Wisconsin Estate Planning
The only thing that is constant is change, and likewise, your estate plan may need to be modified in light of some changes. Continue reading
Posted Mar 1, 2017 at Wisconsin Estate Planning
When you and your family are faced with a move to a new state for work, there are some factors you might not think about for preparing for relocation. Continue reading
Posted Feb 27, 2017 at Wisconsin Estate Planning
Patients who are too sick to go home but not sick enough to be admitted run the risk of derailing their retirement plans. Continue reading
Posted Feb 24, 2017 at Wisconsin Estate Planning
Consider all your options when planning for your retirement. Continue reading
Posted Feb 22, 2017 at Wisconsin Estate Planning
An estate planning attorney can help you identify further tax-savings opportunities. Continue reading
Posted Feb 20, 2017 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 Feb 17, 2017 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