Estate Planning

Wisconsin residents like you spend a lifetime of effort building your estate. It makes sense that your estate plan should reflect this level of care. What do you need to ensure that you have a good estate plan? You must have meticulous oversight throughout the...

Wisconsin business owners have a lot on your plate. No matter what phase your business is in, you work hard to keep it progressing. Amidst all this planning, you are likely focusing on the future. But you may find it surprising that you have to work business...

Once you create your will and estate plan, you are not finished with it. You will need to revisit it often to make updates and changes as your life goes through its different phases. It can sometimes be unclear exactly when you need to do an update. After all, every...

There are many philanthropic causes to support all across Wisconsin. Ideally, people donate for altruistic reasons or even a desire to downsize and simplify their life. Another sensible reason is as part of an estate plan. This might be for tax purposes or simply to...

When Wisconsin residents work on your estate plan, select an executor as soon as possible. This person will oversee your estate after you pass on. Because of that, it is also important for them to be well-informed about your desires. HuffPost gives you a good look at...

When you create your estate plan, you have a range of options for what to do with your assets. One option is a revocable living trust. The State Bar of Wisconsin explains this is a document that establishes the responsibility of another person to manage the assets...

Those who have recently begun the estate planning process are have been brought into it by a family member may be confused about the legal jargon surrounding it. To clear up the confusion you may be experiencing, here is a glossary of common estate planning terms you...