Marsha Tesar's Profile

Is the Inheritance You Plan to Leave Behind “Fair” to Your Heirs?

Proper planning and communication can ensure that your wishes will be followed and understood by your surviving loved ones. Continue reading

Posted yesterday at Wisconsin Estate Planning

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The Hoopla over HIPAA

The HIPAA law is there to protect your medical information however it can create some difficulty for your loved ones to get that information when they are trying to help you. Be sure to have properly drafted directives to assist with avoiding those privacy problems. Continue reading

Posted 3 days ago at Wisconsin Estate Planning

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Prenups: Another Wedding “To-Do” Before the Big Day?

A properly prepared prenuptial agreement may help you fully understand the consequences of marriage when it comes to your assets, your wishes and your loved ones. Continue reading

Posted 6 days ago at Wisconsin Estate Planning

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The Mighty Power of Attorney (POA)

In the right hands powers of attorneys can be very powerful estate planning tools. Continue reading

Posted May 15, 2013 at Wisconsin Estate Planning

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Is Portability Really Here to Stay?

Portability is a complex provision of the estate tax law that is likely here to stay. It is important to seek competent advice in order to properly achieve your estate planning goals through the use of this provision. Continue reading

Posted May 13, 2013 at Wisconsin Estate Planning

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Can Mediation be the Referee in Your Estate Battle?

One way to avoid litigation is through mediation, however the best way to avoid both, is to carefully create your estate plan from the outset. Continue reading

Posted May 10, 2013 at Wisconsin Estate Planning

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Alzheimer’s Association Reports Alzheimer’s and Dementia are on the Rise

Recent reports have shown that both Alzheimer’s and dementia are on the rise. It is important to plan now while you can before it is too late. Continue reading

Posted May 8, 2013 at Wisconsin Estate Planning

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Mind the Details with Inherited IRAs

When inheriting an IRA, be sure to receive competent advice and guidance when making transfer elections so as not to misstep the extensive and detailed IRS rules. Continue reading

Posted May 6, 2013 at Wisconsin Estate Planning

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A Power of Attorney Can Produce a Thief in Disguise

Financial Powers of Attorneys are valuable estate planning tools, however they can easily be abused if the wrong person is delegated to act on your behalf. Careful consideration must be taken when choosing your agent. Continue reading

Posted May 3, 2013 at Wisconsin Estate Planning

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Tips for Leaving Your Business

Having a proper exit plan for your business is both important and challenging. Continue reading

Posted May 1, 2013 at Wisconsin Estate Planning

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Tax Pointers for Business Transfers within the Family

Passing down the family business can be one of the most difficult processes that a person can experience. A carefully considered succession plan can make this process easier. Continue reading

Posted Apr 29, 2013 at Wisconsin Estate Planning

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Planning Challenges for a Later-In-Life Marriage

There are many factors to consider that can create challenges for couples who are considering marriage later on in life. Be sure to seek competent advice in order to navigate and properly plan for those challenges. Continue reading

Posted Apr 26, 2013 at Wisconsin Estate Planning

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Don’t Delay Discussing Your End-Of-Life Wishes

For your wishes to be followed, you must be sure that people know and understand what your wishes are. The best way to accomplish this is through written Health Care Powers of Attorneys or other health care directives that you have disbursed to your loved ones and doctors. Continue reading

Posted Apr 24, 2013 at Wisconsin Estate Planning

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Prenuptial Plans before the Honeymoon

As spring begins, so does the wedding season. It is the season for careful consideration and discussions about whether a prenuptial agreement will help the couple frame their financial resources and other interests as they begin their lives together. Continue reading

Posted Apr 22, 2013 at Wisconsin Estate Planning

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Family Wealth: A Blessing or Curse? You Decide

Communication and preparation are key when trying to protect and teach your loved ones about how a potential inheritance and wealth can affect them both positively and negatively. Continue reading

Posted Apr 19, 2013 at Wisconsin Estate Planning

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Estate Planning for Blended Families – What You Need to Know

Proper estate planning is important for everyone to accomplish, but it is even more important for those in blended family situations. Continue reading

Posted Apr 17, 2013 at Wisconsin Estate Planning

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Don’t Overlook Tax Returns for Your Gifts

Tax day is here. If you made any gifts in 2012, don’t forget to file your gift tax return by today if necessary. Continue reading

Posted Apr 15, 2013 at Wisconsin Estate Planning

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Inherited Stock and Cost Basis

The basis of appreciable property affects how the property will be taxed by you and your loved ones, therefore it is important to understand how and when it will or should transfer and the affects the transfer will have. Continue reading

Posted Apr 12, 2013 at Wisconsin Estate Planning

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Necessary Planning for Children Adopted by Same-Sex Couples

While estate planning is important for everyone, it is even more so for same sex couples with adopted children as the laws are not always clearly defined as to what will happen upon the death of the couple. Continue reading

Posted Apr 10, 2013 at Wisconsin Estate Planning

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Property Insurance Coverage and Estate Planning: It’s All in the Details

Proper estate planning requires attention to details, including updating any insurance policies you may need to in order to maintain proper coverage. Continue reading

Posted Apr 8, 2013 at Wisconsin Estate Planning

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An Estate Planning Tool Disguised in Retirement – The Roth IRA

Roth IRAs can offer a variety of estate planning opportunities that should be explored to evaluate whether it would benefit you and your loved ones. Continue reading

Posted Apr 5, 2013 at Wisconsin Estate Planning

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Is Your Elderly Love One Having Memory Problems? Be Financially Prepared

When a loved one shows signs of dementia, it is important to have plans in place to ensure financial matters can be taken care of. Continue reading

Posted Apr 3, 2013 at Wisconsin Estate Planning

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Estate Planning Review Advised After ATRA 2012

Estate planning is a process that requires regular reviews and updates if necessary. Continue reading

Posted Apr 1, 2013 at Wisconsin Estate Planning

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Procrastinating on Filing Your 2012 Tax Return? Don’t Sweat It

For many, the delay by Congress to enact the American Taxpayers Relief Act of 2012, offers a great excuse to procrastinate filing their 2012 returns as IRS needed additional time to prepare necessary forms. Continue reading

Posted Mar 29, 2013 at Wisconsin Estate Planning

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The Challenges of Being an Estate Executor

The role of a personal representative requires understanding of the legal process as well as the ability to deal with the emotions that come with the loss of a loved one. Continue reading

Posted Mar 27, 2013 at Wisconsin Estate Planning

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