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Marsha Tesar
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IRAs can be a very powerful estate planning tool that can pass to generations with deferred tax implications, however be sure to carefully evaluate all the options, advantages and disadvantages before simply naming a beneficiary. Continue reading
Posted yesterday at Wisconsin Estate Planning
If you have a pacemaker make sure you discuss this with your legal advisor and ensure proper authority is given to them to make decisions regarding the pacemaker on your behalf should you be unable to do so. Continue reading
Posted 3 days ago at Wisconsin Estate Planning
Simply setting goals in life without a plan to accomplish them may not be enough. Continue reading
Posted 5 days ago at Wisconsin Estate Planning
There are several essential legal documents that every adult should have in place so that a person will have the legal right to take care of you when the need may arise. Continue reading
Posted Apr 11, 2014 at Wisconsin Estate Planning
As our loved ones age, long term care and Medicaid become more of a possibility for the future. Obtaining competent legal advice in advance of this becoming a need is vital to proper planning. Continue reading
Posted Apr 9, 2014 at Wisconsin Estate Planning
Preparing a will is part of a comprehensive plan that not only affects you, but your loved ones and your assets. Continue reading
Posted Apr 7, 2014 at Wisconsin Estate Planning
What your house means to you and your loved ones will factor into the steps to take in order to properly plan for what you want to have happen to your home as you retire and age. Continue reading
Posted Apr 4, 2014 at Wisconsin Estate Planning
Statistics showed that many taxpayers took advantage of the increased lifetime gift tax exclusion in the past few years as part of their overall estate plan. Continue reading
Posted Apr 2, 2014 at Wisconsin Estate Planning
Understanding Medicare, hospital, and nursing home rules is important for anyone with an elderly loved one. Continue reading
Posted Mar 31, 2014 at Wisconsin Estate Planning
Don’t forget your digital assets when contemplating and completing your estate plan. Continue reading
Posted Mar 28, 2014 at Wisconsin Estate Planning
A pet trust can be used to name a caretaker and provide financial resources for your beloved pet. Continue reading
Posted Mar 26, 2014 at Wisconsin Estate Planning
There are many rules and regulations when it comes to portability and the use of a deceased spouses unused exemption amount. Continue reading
Posted Mar 24, 2014 at Wisconsin Estate Planning
IRAs can be very powerful wealth and income tax transfer tools if managed properly and beneficiary language is kept up to date. Continue reading
Posted Mar 21, 2014 at Wisconsin Estate Planning
There are many issues to consider when planning your estate especially when there is real estate involved. Continue reading
Posted Mar 19, 2014 at Wisconsin Estate Planning
Medicaid is a very complex program with many complicated rules and therefore competent legal counsel is encouraged if long term care is necessary for you or a loved one. Continue reading
Posted Mar 17, 2014 at Wisconsin Estate Planning
It takes research and consideration to make sure you are doing the most good with your charitable bequest. Continue reading
Posted Mar 14, 2014 at Wisconsin Estate Planning
Roth IRAs can be a very useful retirement and wealth transfer tool. Continue reading
Posted Mar 12, 2014 at Wisconsin Estate Planning
Trusts are powerful estate planning tools which require proper creation, and routine reviews and updates to ensure your wishes are still being followed. Continue reading
Posted Mar 10, 2014 at Wisconsin Estate Planning
Every adult is responsible for their own medical decisions, and if not able to make them, should make sure their loved ones know their wishes through proper advance legal planning. Continue reading
Posted Mar 7, 2014 at Wisconsin Estate Planning
There are many issues to consider when determining how and when to leave an inheritance to young loved ones. Continue reading
Posted Mar 5, 2014 at Wisconsin Estate Planning
Don’t procrastinate when it comes to the complex issues of estate planning. Continue reading
Posted Mar 3, 2014 at Wisconsin Estate Planning
Proper estate planning is not only about the division of the financial accounts, but also the family heirlooms and mementos. Continue reading
Posted Feb 28, 2014 at Wisconsin Estate Planning
Beneficiary designations can drastically affect your estate plan and therefore it is important to regularly review them and make sure they are consistent with your estate plan and not in conflict with your wishes. Continue reading
Posted Feb 26, 2014 at Wisconsin Estate Planning
Business succession planning takes careful consideration and communication with all involved to be done successfully. Continue reading
Posted Feb 24, 2014 at Wisconsin Estate Planning
Don’t forget about your digital estate when doing your overall estate planning. Continue reading
Posted Feb 21, 2014 at Wisconsin Estate Planning