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Marsha Tesar
Recent Activity
A Personal Care Agreement can give an adult child caregiver the peace of mind and security. Continue reading
Posted Sep 13, 2017 at Wisconsin Estate Planning
There are many options and considerations when determining how to transfer your homestead to your heirs. Continue reading
Posted Sep 11, 2017 at Wisconsin Estate Planning
There are a number of benefits to consider when deciding whether or not you should work past the traditional retirement age. Continue reading
Posted Sep 8, 2017 at Wisconsin Estate Planning
If you or your intended has children from a prior marriage, there are added complications that need to be addressed in your estate plan. Continue reading
Posted Sep 6, 2017 at Wisconsin Estate Planning
Changing your mindset about retirement can alter the dynamic of how you plan Continue reading
Posted Sep 4, 2017 at Wisconsin Estate Planning
Things can get complicated when a senior asks for your help with finances. Continue reading
Posted Sep 1, 2017 at Wisconsin Estate Planning
Making some decisions will help you clarify retirement questions and help move your planning forward. Continue reading
Posted Aug 30, 2017 at Wisconsin Estate Planning
Avoiding an expensive, time-consuming and extremely stressful mess that can come by not having an estate plan doesn’t have to be difficult. Continue reading
Posted Aug 28, 2017 at Wisconsin Estate Planning
It’s important to be careful to follow the rules when using an IRA or Roth IRA. Continue reading
Posted Aug 25, 2017 at Wisconsin Estate Planning
In 2016, more than five million Americans were living with the debilitating disease, for which there is no cure and only limited treatment. Continue reading
Posted Aug 23, 2017 at Wisconsin Estate Planning
The rules about when to start taking Social Security benefits are confusing to many and a surprise may come when their initial benefit checks are smaller than they had anticipated. Continue reading
Posted Aug 21, 2017 at Wisconsin Estate Planning
Many folks take advantage of donor-advised funds (DAFs) to simplify their giving and take an immediate tax deduction. Continue reading
Posted Aug 18, 2017 at Wisconsin Estate Planning
The scholarship is a way for the Montgomery’s to allow other accounting students in similar circumstances as Valarie to achieve their professional dreams. Continue reading
Posted Aug 16, 2017 at Wisconsin Estate Planning
Checking your Social Security benefits and using the available tools will help prevent any unpleasant surprises down the road. Continue reading
Posted Aug 14, 2017 at Wisconsin Estate Planning
It’s very important for seniors and their children to speak with an Elder Law attorney before taking a reverse mortgage to avoid unknown pitfalls. Continue reading
Posted Aug 11, 2017 at Wisconsin Estate Planning
An experienced estate planning attorney will be able to address the potential issues of the wealthy who are living much longer. Continue reading
Posted Aug 8, 2017 at Wisconsin Estate Planning
Veterans and their loved ones need to take a number of additional steps when it comes to estate planning. Continue reading
Posted Aug 7, 2017 at Wisconsin Estate Planning
People who do not plan for their eventual demise with a will and an estate plan make things harder for their heirs. Continue reading
Posted Jul 21, 2017 at Wisconsin Estate Planning
While an inheritance may change your life in a financially good way, it is not to make any big decisions when you are grieving the loss of a loved one. Continue reading
Posted Jul 19, 2017 at Wisconsin Estate Planning
Planning for life after the parents of a Special Needs child pass away, must include ensuring that the individual retains their eligibility for government assistance. Continue reading
Posted Jul 17, 2017 at Wisconsin Estate Planning
Medicare will now begin reimbursing doctors for screening and providing information about care planning for patients with Alzheimer’s and other cognitive impairment diseases. Continue reading
Posted Jul 14, 2017 at Wisconsin Estate Planning
Before an emergency strikes, certain legal documents should be prepared so that children or other trusted family members will be able to help loved ones. Continue reading
Posted Jul 12, 2017 at Wisconsin Estate Planning
Downsizing incorrectly can wreak havoc on your retirement and your estate plan. Continue reading
Posted Jul 10, 2017 at Wisconsin Estate Planning
Having critical information organized and in a secure location will benefit you now and your family in the future. Continue reading
Posted Jul 7, 2017 at Wisconsin Estate Planning
The cost of caregiving for parents, spouses or partners is shared by members of all generations, although the percentages vary. Continue reading
Posted Jul 5, 2017 at Wisconsin Estate Planning