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Marsha Tesar
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Don’t forget to take advantage of the gift tax laws which could allow you to give money to the next generation to accomplish their goals, while lowering the potential estate tax of your own estate. Continue reading
Posted 2 days ago at Wisconsin Estate Planning
Transferring non titled personal property can be challenging, and without communication and a proper plan can cause disharmony among family members. Continue reading
Posted 4 days ago at Wisconsin Estate Planning
As the life expectancy of an individual has increased over time, the time before a beneficiary will receive a potential inheritance has increased as well. It is important to think about what that means for your estate plan and beneficiaries. Continue reading
Posted 6 days ago at Wisconsin Estate Planning
Being a caregiver of an elderly loved one can be hard work, and it is important to have thoughtful and detailed discussions among all the family members to ensure participation and harmony when providing such care. Continue reading
Posted Dec 19, 2014 at Wisconsin Estate Planning
Set a goal before New Years to organize your life, finances, and estate planning before the holidays are over. Continue reading
Posted Dec 17, 2014 at Wisconsin Estate Planning
Online estate planning forms may be cheap, however, be wary. You often get what you pay for, and if not properly prepared, they can cost you and your estate more in the long run. Continue reading
Posted Dec 15, 2014 at Wisconsin Estate Planning
Who you name as a trustee or co-trustee requires careful consideration. Continue reading
Posted Dec 12, 2014 at Wisconsin Estate Planning
You never know what the future holds. It is important to plan for those late in life issues before it is too late and you are not able to do so. Continue reading
Posted Dec 10, 2014 at Wisconsin Estate Planning
Everyone should have an estate plan in place. It allows you to designate who shall be in charge of your estate as well as who will receive it upon your death, rather than letting the state dictate. Continue reading
Posted Dec 8, 2014 at Wisconsin Estate Planning
Losing a loved one can be a very difficult time. Having plans made for your survivors to follow will make the process easier. Continue reading
Posted Dec 5, 2014 at Wisconsin Estate Planning
Medicare and Medicaid are two very different programs. It is important to understand the differences and plan accordingly. Continue reading
Posted Dec 3, 2014 at Wisconsin Estate Planning
Having powers of attorneys are important for every adult person including those college bound students who often don’t think about these documents as being vital. Continue reading
Posted Dec 1, 2014 at Wisconsin Estate Planning
Making sure your estate plan is updated, reviewed and backed up is just as important as updating and backing up your computer system. Continue reading
Posted Nov 28, 2014 at Wisconsin Estate Planning
Estate planning when you are in a second marriage is very important to ensure your wishes are followed. Continue reading
Posted Nov 26, 2014 at Wisconsin Estate Planning
Estate planning and life insurance are more important when you have minor children to plan for. Continue reading
Posted Nov 26, 2014 at Wisconsin Estate Planning
Estate planning can be complicated and overwhelming, therefore it is important to take things a step at a time and seek proper advice in order to ensure your wishes will be followed. Continue reading
Posted Nov 24, 2014 at Wisconsin Estate Planning
Who will care for you children if you are deceased? A proper estate plan will allow you to designate a guardian of your children as well as of your estate. Continue reading
Posted Nov 21, 2014 at Wisconsin Estate Planning
It is important to talk to your elder loves ones while they are competent and able to participate in their estate planning and long term care planning needs. Continue reading
Posted Nov 19, 2014 at Wisconsin Estate Planning
Proper estate planning can help ensure your assets will benefit those you elect, rather than passing according to the law. Continue reading
Posted Nov 17, 2014 at Wisconsin Estate Planning
Beneficiary designations should be used properly so they are consistent with your overall estate plan. Continue reading
Posted Nov 14, 2014 at Wisconsin Estate Planning
Seeking the advice of an independent estate planning attorney will help lessen the likelihood of a successful dispute of your estate plan in the future. Continue reading
Posted Nov 12, 2014 at Wisconsin Estate Planning
As the year is coming to an end, it is important to review your estate planning to ensure it is accomplishing what you wish. Continue reading
Posted Nov 12, 2014 at Wisconsin Estate Planning
Wills are very important parts of an estate plan which have many legal requirements. Continue reading
Posted Nov 10, 2014 at Wisconsin Estate Planning
What to do when you are house rich and cash poor takes careful consideration of all of your options. Continue reading
Posted Nov 7, 2014 at Wisconsin Estate Planning
Setting up a proper estate plan takes careful consideration of all your options and proper advice to determine what may be best in your situation. Continue reading
Posted Nov 5, 2014 at Wisconsin Estate Planning