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Marsha Tesar
Recent Activity
Financial scammers find elderly people who suffer from cognitive deficiencies easy prey. Continue reading
Posted 9 hours ago at Wisconsin Estate Planning
IRAs and Roth IRAs can be a useful wealth transfer tool if used properly. Continue reading
Posted 2 days ago 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 4 days ago at Wisconsin Estate Planning
Long term care insurance can be a helpful tool to ensure proper care as you age.   Continue reading
Posted 7 days ago 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
Trusts can be a very helpful estate planning tool no matter what your financial status. Continue reading
Posted Mar 27, 2015 at Wisconsin Estate Planning
Consider whether a Roth IRA is right for you and seek advice from experienced financial advisors and estate planning attorneys. Continue reading
Posted Mar 25, 2015 at Wisconsin Estate Planning
There are many ways one can pass assets to their children, but you should seek advice and consider all options before finalizing a plan. Continue reading
Posted Mar 23, 2015 at Wisconsin Estate Planning
While not binding, a letter of instruction can be a helpful piece of a person’s estate plan. Continue reading
Posted Mar 20, 2015 at Wisconsin Estate Planning
You want to have a well-organized estate plan to make the transition after your death as easy as possible for your loved ones. Continue reading
Posted Mar 18, 2015 at Wisconsin Estate Planning
Studies show that auto accidents increase per mile driven in people over the age of 70. Continue reading
Posted Mar 16, 2015 at Wisconsin Estate Planning
Individuals with no children (whether married or single) should have a plan in place that will address where they want their assets to go upon their deaths, and who they want to make decisions for them during their lifetime, as the defaults in the law are not necessarily what a person may want to have happen. Continue reading
Posted Mar 13, 2015 at Wisconsin Estate Planning
Even in hard times, it is important to seek advice from experienced advisors for guidance on how to save and plan for the future of your estate. Continue reading
Posted Mar 11, 2015 at Wisconsin Estate Planning
Estate planning can be an overwhelming process, but with competent legal advice you can be assured all issues will be addressed. Continue reading
Posted Mar 9, 2015 at Wisconsin Estate Planning
Seek proper counsel to avoid making costly mistakes regarding your estate plan. Continue reading
Posted Mar 6, 2015 at Wisconsin Estate Planning
Organizing your estate prior to your death can ease the burden to your heirs of trying to locate all your assets and pertinent information after your death. Continue reading
Posted Mar 4, 2015 at Wisconsin Estate Planning
A basic estate plan is important for every adult to consider and implement. Continue reading
Posted Mar 2, 2015 at Wisconsin Estate Planning
Revocable living trusts can offer many advantages including the avoidance of the probate process. Continue reading
Posted Feb 27, 2015 at Wisconsin Estate Planning