Marsha Tesar's Profile

Want to be in Charge of Your Own Funeral?

Another issue to consider while preparing your estate plan is whether to pre-plan for your burial and funeral as well. Continue reading

Posted Feb 27, 2019 at Wisconsin Estate Planning

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Millennials Need an Estate Plan Too

Estate planning is important no matter what your age or wealth. Continue reading

Posted Feb 25, 2019 at Wisconsin Estate Planning

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The Biggest Retirement Risks? The Ones You Don’t Know About

Make sure to consider all risks when preparing for retirement. Continue reading

Posted Feb 22, 2019 at Wisconsin Estate Planning

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The Sooner You Complete Your Estate Plan, The Better

Wise estate planning can help most families avoid probate and ensure the transition of wealth and property in a smooth manner. Continue reading

Posted Feb 20, 2019 at Wisconsin Estate Planning

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What If I Don’t Want My Inheritance?

Make sure you know the process and understand the consequences to waiving or disclaiming your interest in an estate. Continue reading

Posted Feb 18, 2019 at Wisconsin Estate Planning

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When Livestock is Part of Your Estate

Special provisions need to be made in an estate plan when there are special assets such as livestock. Continue reading

Posted Feb 15, 2019 at Wisconsin Estate Planning

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Retirement is Ten Years Away: What You Need to Do Right Now

Having a successful retirement requires proper planning in advance. Continue reading

Posted Feb 13, 2019 at Wisconsin Estate Planning

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Think Differently About Estate Planning

One of the best gifts you can give your loved ones is letting them know you have done your estate planning in advance. Continue reading

Posted Feb 11, 2019 at Wisconsin Estate Planning

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When the Diagnosis is Alzheimer’s, What Should You Do?

The challenge for family members and caregivers is to let dementia patients know that they belong and are surrounded with warmth and affection, at every stage of the disease. Continue reading

Posted Sep 17, 2018 at Wisconsin Estate Planning

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Don’t Make This Common Estate Planning Gaffe: Check Your Beneficiary Designations

When was the last time you checked and updated your beneficiary designations? Continue reading

Posted Sep 14, 2018 at Wisconsin Estate Planning

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Need Something Else to Worry About? Try Long-Term Care

Are you ready for the reality of long term care? Continue reading

Posted Sep 12, 2018 at Wisconsin Estate Planning

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Opioid Epidemic Now Impacting Estate Planning

An estate planning attorney will be able to help your family distribute assets through an estate plan that protects the family from the impact of addiction. Continue reading

Posted Sep 10, 2018 at Wisconsin Estate Planning

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Generational Divide Between Musicians Now and Then

There’s a huge disparity between the earnings of artists of the past and that of today’s artists. Continue reading

Posted Sep 7, 2018 at Wisconsin Estate Planning

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How to Help Parents Get Estate Planning Done

Getting an estate plan in order is important in all families to avoid the stress and costs if there isn't one. Continue reading

Posted Feb 28, 2018 at Wisconsin Estate Planning

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What Happens to Jointly Owned Stock After A Spouse Dies?

Sale of jointly owned stocks is handled differently in each state, including Wisconsin, which is a community-property state. Continue reading

Posted Feb 26, 2018 at Wisconsin Estate Planning

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Understanding the Basics about Medicare

Seniors turning age 65 need to get up to speed fast on the many requirements of Medicare. Mistakes can be extremely costly and difficult to fix. Continue reading

Posted Feb 23, 2018 at Wisconsin Estate Planning

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How Does an IRA Fit into Your Retirement Savings Plan?

IRA's are a great way to save money for retirement and at the same time, they provide tax advantages. Make sure beneficiary designations are updated regularly. Continue reading

Posted Feb 21, 2018 at Wisconsin Estate Planning

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Home Health Care Services: Funding Sources

There are several options for senior caregiving. Learning about each option is important since their funding is from different sources. Continue reading

Posted Feb 19, 2018 at Wisconsin Estate Planning

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Funeral Fundamentals: You Can Trim Expenses

Planning your own funeral will keep your family from being at the mercy of funeral homes and their price structures. Continue reading

Posted Feb 16, 2018 at Wisconsin Estate Planning

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Planning in Advance: How to Help Your Aging Parents

The topic of death is an important discussion to have with your parents. Once you have their estate plan in place, you should start your own. Continue reading

Posted Feb 14, 2018 at Wisconsin Estate Planning

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Worried About Your Children's Marital Choices? Protect Their Inheritance with Trusts.

Creating a trust can be more complicated and expensive, but many people are willing to pay the price to protect their child's wealth. Continue reading

Posted Feb 12, 2018 at Wisconsin Estate Planning

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How to Help a Victim of Elder Financial Exploitation

The widespread nature of financial exploitation shows that it can happen to almost anybody. Continue reading

Posted Feb 9, 2018 at Wisconsin Estate Planning

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When Details Really Matter: Estate Planning That Goes Wrong

Updating beneficiaries is important on accounts, annuities, deeds, and policies, as they supersede any instructions in a will. Continue reading

Posted Feb 7, 2018 at Wisconsin Estate Planning

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