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Marsha Tesar
Recent Activity
Beneficiary designations allow certain assets owned by an individual to transfer efficiently at her or his passing. Continue reading
Posted 7 days ago at Wisconsin Estate Planning
You might be surprised to learn that your elderly or aging parents are more open to discussing their final wishes and estate planning than you. Continue reading
Posted Jun 15, 2016 at Wisconsin Estate Planning
If you don't make a plan for the disposal of your assets, the courts in the state where you live will.   Continue reading
Posted Jun 13, 2016 at Wisconsin Estate Planning
A loving spouse is almost always the first person to see the signs of Alzheimer's.   Continue reading
Posted Jun 10, 2016 at Wisconsin Estate Planning
Over the course of time, things can change which require you to review and update your estate plan accordingly. Continue reading
Posted Jun 8, 2016 at Wisconsin Estate Planning
A checklist can assist with the tough discussions about estate planning and end of life decisions which everyone should be having. Continue reading
Posted Jun 6, 2016 at Wisconsin Estate Planning
Retirement planning, estate planning, and vacation planning are all things that can assist with a happy and fulfilled future. Continue reading
Posted Jun 3, 2016 at Wisconsin Estate Planning
Finances, living arrangements, medical coverage and estate planning are four topics to discuss with your elderly loved ones while they can express their wishes competently. Continue reading
Posted Jun 1, 2016 at Wisconsin Estate Planning
Laws and life circumstances change, and therefore you should review and amend your estate plan accordingly. Continue reading
Posted May 30, 2016 at Wisconsin Estate Planning
Discussions about memory loss with your physician can help with proper diagnosis and treatment. Continue reading
Posted May 27, 2016 at Wisconsin Estate Planning
Communication with your loved ones about your estate planning now can help avoid misunderstanding among your loved ones after your death. Continue reading
Posted May 25, 2016 at Wisconsin Estate Planning
When considering your estate plan, don't forget that you should be your first beneficiary. Continue reading
Posted May 23, 2016 at Wisconsin Estate Planning
Whether you receive a windfall from an inheritance or winning the lottery, it is smart to have a well thought out plan on how you will spend the money. Continue reading
Posted May 20, 2016 at Wisconsin Estate Planning
Communication is key to avoid the issue of a lost will. Continue reading
Posted May 18, 2016 at Wisconsin Estate Planning
Proper estate planning not only ensures where your assets will transfer at your death, but will also take into consideration the tax consequences that may be transferred to your loved ones as well. Continue reading
Posted May 16, 2016 at Wisconsin Estate Planning
The arrival of a new member of the family should prompt a review of your estate planning documents. Continue reading
Posted May 13, 2016 at Wisconsin Estate Planning
Life insurance is a tool you should consider if you have a spouse or dependent children who rely on your income as support. Continue reading
Posted May 11, 2016 at Wisconsin Estate Planning
Proper estate planning can help protect your heirs and your land. Continue reading
Posted May 9, 2016 at Wisconsin Estate Planning
Financial elder abuse is on the rise, therefore states are trying to find ways to protect seniors from this abuse. Continue reading
Posted May 4, 2016 at Wisconsin Estate Planning
Some financial choices we make in the earlier part of our lives that are surprisingly important—but we don't always see how important they are until it is too late. Continue reading
Posted May 2, 2016 at Wisconsin Estate Planning
When the author of "To Kill a Mockingbird" was found to have written another novel, "Go Set a Watchman," there was much mystery about the second book, which generated a fortune. Continue reading
Posted Apr 29, 2016 at Wisconsin Estate Planning
Now that the Supreme Court has made its decision on same-sex couples' right to marry, married same-sex couples should make sure that their estate planning reflects their current status. Continue reading
Posted Apr 27, 2016 at Wisconsin Estate Planning
There are resources to help when you suspect elder abuse is in place – something most of us don't know about. Continue reading
Posted Apr 25, 2016 at Wisconsin Estate Planning
Wise planning for life after divorce includes living expenses, taxes and retirement planning. Continue reading
Posted Apr 22, 2016 at Wisconsin Estate Planning