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Marsha Tesar
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If no family member meets the right criteria to be the personal representative of your estate, you may need to look to your extended family or outside of the family. Continue reading
Posted yesterday at Wisconsin Estate Planning
The Schiavo case is a reminder of what can happen in the absence of proper estate planning. Continue reading
Posted 4 days ago at Wisconsin Estate Planning
When retirement is on the near horizon, dreams of moving and starting a new chapter in a new location begin for many Americans. Continue reading
Posted 6 days ago at Wisconsin Estate Planning
Everyone knows that IRAs are a great way to save for retirement, but the potential to protect against creditors is another valuable aspect of these accounts. Continue reading
Posted Jun 19, 2017 at Wisconsin Estate Planning
As many as 71% of elder financial abuse cases are thought to have been committed by the adult children of seniors. Continue reading
Posted May 31, 2017 at Wisconsin Estate Planning
Choices that you make about Social Security can make a big difference in your retirement income. Continue reading
Posted May 29, 2017 at Wisconsin Estate Planning
Without a POA for financial, medical, and other pertinent information, family members may be unable to act without court intervention. Continue reading
Posted May 26, 2017 at Wisconsin Estate Planning
The probate process has its own set of rules and requirements, and an estate planning attorney will help so that you and your family will understand what will take place after you pass. Continue reading
Posted May 24, 2017 at Wisconsin Estate Planning
Estate planning and elder law attorneys say that everyone needs three important documents. Continue reading
Posted May 22, 2017 at Wisconsin Estate Planning
However, there are certain things in life, estate plans among them that are best left to professionals. Continue reading
Posted May 19, 2017 at Wisconsin Estate Planning
Preparing for the day-to-day details of life that the surviving spouse will need to deal with will be better equip them for managing challenges. Continue reading
Posted May 17, 2017 at Wisconsin Estate Planning
If you are reluctant to sell off certain stock, there’s a way to keep your stock shares and hit your IRA’s annual Required Minimum Distribution at the same time. Continue reading
Posted May 15, 2017 at Wisconsin Estate Planning
Those whose retirement savings are less than ideal can still make contributions to a Roth IRA while working part-time during retirement. Continue reading
Posted May 12, 2017 at Wisconsin Estate Planning
The impact of caring for aging parents on women’s careers and economics is expected to grow. Continue reading
Posted May 10, 2017 at Wisconsin Estate Planning
Estate planning attorneys advise that you should make your estate plan to match your current situation, rather than “what-if’s” that may or may not occur many years in the future. Continue reading
Posted May 8, 2017 at Wisconsin Estate Planning
Hybrid life insurance could be an excellent addition to your estate plan. Continue reading
Posted May 5, 2017 at Wisconsin Estate Planning
Estate planning for blended families can become complicated, but neglecting to take care of it in advance can lead to unhappy outcomes for step-parents and step-siblings. Continue reading
Posted May 3, 2017 at Wisconsin Estate Planning
Making decisions for how you want to be cared for while you are still able to choose, is a gift to yourself and your loved ones. Continue reading
Posted May 1, 2017 at Wisconsin Estate Planning
Every family has its own dynamics, and some siblings that never resolve their differences, no matter how many years go by. Continue reading
Posted Apr 28, 2017 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 Apr 26, 2017 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 Apr 24, 2017 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