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Marsha Tesar
Recent Activity
Retirees must be proactive in claiming their benefits when the time arrives as these plans don't have much motivation to pay benefits when they're due. Continue reading
Posted 3 hours ago at Wisconsin Estate Planning
Regardless of the size of your estate, a properly prepared and executed will gives your family direction and guidance during a difficult time. Continue reading
Posted 2 days ago at Wisconsin Estate Planning
Whether for reasons of death or divorce, an estate sale can be an emotional rollercoaster. Continue reading
Posted 4 days ago at Wisconsin Estate Planning
Retirees are finding low taxes, nice weather and an active lifestyle in many different locations other than the default Arizona or Florida. Continue reading
Posted 7 days ago at Wisconsin Estate Planning
The double nickel year has potential for allowing you to tap your 401(k) without an early withdrawal penalty. Continue reading
Posted Sep 21, 2016 at Wisconsin Estate Planning
Claiming Social Security benefits is not simple and no longer only for the elderly and destitute. Continue reading
Posted Sep 19, 2016 at Wisconsin Estate Planning
The cost of education is a big concern for many Americans, but there's a downward trend in 529 awareness that persists year after year. Continue reading
Posted Sep 16, 2016 at Wisconsin Estate Planning
Taking steps to qualify for Medicaid as part of estate planning to pay for expensive medical care late in life is not always a simple solution. Continue reading
Posted Sep 5, 2016 at Wisconsin Estate Planning
The very public court processes that are now underway could have been completely avoided had Prince devoted the time to creating an estate plan. Continue reading
Posted Sep 2, 2016 at Wisconsin Estate Planning
A skilled insurance professional and your estate planning attorney should work together to use survivorship life insurance as part of your estate plan.   Continue reading
Posted Aug 31, 2016 at Wisconsin Estate Planning
Reviled for years for high costs, today the reverse mortgage can be used to make it possible for people to stay in their homes during retirement. Continue reading
Posted Aug 29, 2016 at Wisconsin Estate Planning
Due to the many challenges service members face, it is especially important for military families to have access to financial and estate planning advice. Continue reading
Posted Aug 26, 2016 at Wisconsin Estate Planning
The values that Millennials hold about receiving gifts should have a significant impact on how families should discuss and plan for inheritances. Continue reading
Posted Aug 24, 2016 at Wisconsin Estate Planning
Moving from paper to digital feels more organized, but it also requires management. Continue reading
Posted Aug 22, 2016 at Wisconsin Estate Planning
A number of planning tools should be discussed with any family faced with helping a loved one who has been diagnosed with Alzheimer's disease. Continue reading
Posted Aug 19, 2016 at Wisconsin Estate Planning
A master directory would spare your loved ones hours of wading through your unneeded paper files. Continue reading
Posted Aug 17, 2016 at Wisconsin Estate Planning
We are living longer and healthier lives, but making retirement money last a longer lifespan can be a very real problem for retirees. Continue reading
Posted Aug 15, 2016 at Wisconsin Estate Planning
In the absence of planning, your beloved family home may become the scary empty house on the block. Continue reading
Posted Aug 12, 2016 at Wisconsin Estate Planning
A single parent can protect themselves and their children from the heavier burden they hold with care and planning. Continue reading
Posted Aug 10, 2016 at Wisconsin Estate Planning
Learning that your family will include a special needs child dramatically changes the narrative for families and most don't know what to expect, from providing care to financial planning. Continue reading
Posted Aug 8, 2016 at Wisconsin Estate Planning
The last thing someone who is grieving a loved partner may want to do is get involved with their own will, but the process of preparing a new will has many benefits. Continue reading
Posted Aug 5, 2016 at Wisconsin Estate Planning
It's very important for seniors and their loved ones to discuss a care plan for the future before disease or dementia come into play, or a crisis causes eldercare services to become urgently needed. Continue reading
Posted Aug 3, 2016 at Wisconsin Estate Planning
When a parent passes away and there is a second spouse, children from the first marriage have certain concerns.  Continue reading
Posted Aug 1, 2016 at Wisconsin Estate Planning
The executor of an estate must prepare and file the necessary returns. In doing this, he or she has to collect, value and report all of the assets of the estate. Continue reading
Posted Jul 29, 2016 at Wisconsin Estate Planning
With the use of good estate planning, you can protect your business from government taxes, co-owners and even family members who will stake their claims.  Continue reading
Posted Jul 27, 2016 at Wisconsin Estate Planning