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Marsha Tesar
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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 yesterday 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 3 days ago 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 6 days ago 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
An estate plan is necessary for any adult, whether they are wealthy or can fit all of their belongings in a suitcase. Continue reading
Posted Jul 3, 2017 at Wisconsin Estate Planning
When a new baby has arrived, is exactly the time when you need to make sure that you have a comprehensive estate plan in place. Continue reading
Posted Jun 30, 2017 at Wisconsin Estate Planning
There are actions you can take to make the process of communicating end-of-life wishes easier for you and your family. Continue reading
Posted Jun 28, 2017 at Wisconsin Estate Planning
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 Jun 26, 2017 at Wisconsin Estate Planning
The Schiavo case is a reminder of what can happen in the absence of proper estate planning. Continue reading
Posted Jun 23, 2017 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 Jun 21, 2017 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