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Marsha Tesar
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Proper planning is important, but just as important is selecting the right people to be involved in the plan, so that your wishes will be followed. Continue reading
Posted 11 hours ago at Wisconsin Estate Planning
Don’t forget to plan for your digital assets as part of your overall estate plan. Continue reading
Posted 2 days ago at Wisconsin Estate Planning
Unless you are a joint owner or a surviving spouse in a community property or marital property state, in most situations heirs will not inherit a deceased’s credit card debt, however such debt will need to be paid from the assets in the estate. Continue reading
Posted 5 days ago at Wisconsin Estate Planning
While Revocable Living Trusts can be a very useful estate planning tool, they are not necessary for everyone’s situation, and you should seek legal advice to determine your best options. Continue reading
Posted 7 days ago at Wisconsin Estate Planning
Proper estate planning and regular review of your plan is key in making sure your wishes are followed and your intent is clear. Continue reading
Posted Oct 13, 2014 at Wisconsin Estate Planning
Paying for college can be difficult, but with proper assistance and planning, grandparents could help create a plan that could assist with those costs. Continue reading
Posted Oct 10, 2014 at Wisconsin Estate Planning
If privacy is a concern for you or your heirs, consider a Revocable Living Trust to avoid the public probate process. Continue reading
Posted Oct 8, 2014 at Wisconsin Estate Planning
A complete estate plan should also address what happens to your digital assets and who will be in charge of them. Continue reading
Posted Oct 6, 2014 at Wisconsin Estate Planning
Estate planning is important for adults, no matter what your age or your wealth. Continue reading
Posted Oct 3, 2014 at Wisconsin Estate Planning
If you wish to make an unusual bequest or significantly change your estate plan, do so before its too late and make sure you wishes are clear and communicated in order to reduce the possibility of a challenge. Continue reading
Posted Oct 1, 2014 at Wisconsin Estate Planning
You should review and possibly update your estate plan any time your life changes significantly. Continue reading
Posted Sep 29, 2014 at Wisconsin Estate Planning
In this digital age, it is important to make sure you digital assets are part of your overall estate plan. Continue reading
Posted Sep 26, 2014 at Wisconsin Estate Planning
It is important to take a long term view of caregiving when families are planning for a special needs child. Continue reading
Posted Sep 24, 2014 at Wisconsin Estate Planning
One should take steps to avoid fighting among family members by properly planning in advance especially if they plan to do something unusual. Continue reading
Posted Sep 22, 2014 at Wisconsin Estate Planning
There are many simple things that each of us can do at any time to manage our money and plan for our financial future. Continue reading
Posted Sep 19, 2014 at Wisconsin Estate Planning
Whether you wish to leave you estate to a charity or your family, you should take steps to create a plan that accomplishes what you want. Continue reading
Posted Sep 17, 2014 at Wisconsin Estate Planning
Not only is it important to properly plan and have Power of Attorney documents in place, but it is just as important to make sure all the right parties know of their existence. Continue reading
Posted Sep 15, 2014 at Wisconsin Estate Planning
Life Insurance can be a useful tool to deal with estate tax liabilities or balancing ones estate among beneficiaries if properly utilized. Continue reading
Posted Sep 12, 2014 at Wisconsin Estate Planning
Business succession planning requires planning a person to think about and implement a plan for the present and the future. Continue reading
Posted Sep 10, 2014 at Wisconsin Estate Planning
A properly executed and thought out estate plan can help ensure family harmony when you are gone. Continue reading
Posted Sep 8, 2014 at Wisconsin Estate Planning
While letters of intent are not legally binding documents like a Will or Trust, they can offer direct guidance on your wishes, how to raise your children, or why you have made elections you have in your will. Continue reading
Posted Sep 5, 2014 at Wisconsin Estate Planning
Stocks and other appreciable property require additional planning as they have a tax impact to them depending upon how, when and to whom they are transferred. Continue reading
Posted Sep 3, 2014 at Wisconsin Estate Planning
Beneficiary designations are convenient legally binding documents that can destroy an entire estate plan if not kept updated and consistent with the overall plan. Continue reading
Posted Sep 1, 2014 at Wisconsin Estate Planning
Maximizing your assets and plans between estate planning and retirement planning is a balancing act, that when done right can benefit you and your loved ones. Continue reading
Posted Aug 29, 2014 at Wisconsin Estate Planning
Deciding between a family member and a professional and finding the right trustee requires careful consideration. Continue reading
Posted Aug 27, 2014 at Wisconsin Estate Planning