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13 Feb
Estate Planning

Estate Planning Is the Valentine That Lasts Forever

Valentine’s Day is filled with the usual suspects like candy, flowers, and cards. But what happens as March rolls around? These gestures are long forgotten by your loved ones. If you want something that lasts, think about your long-term plans. Estate planning is the Valentine that lasts forever. While these plans do not come wrapped… Read more

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27 Jan
Estate Planning

How Much Life Insurance Belongs in an Estate Plan?

When people think about estate planning, life insurance is often an afterthought. Many assume these plans only cover funeral costs or replace income for a short period of time.  In reality, life insurance can be one of the most practical tools in a Wisconsin estate plan. But how much life insurance belongs in an estate… Read more

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15 Jan
Estate Planning

Why Estate Planning Is the Ultimate New Year Resolution 

With the start of a new year, you may want to refocus your estate plan. This is a good time to review your finances, rethink your priorities, and address the things you want to tackle. This is one New Year’s resolution that is the most lasting for your family.  Remember that estate planning is about… Read more

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  • Serving in a profession that handles end-of-life care, I always realized the importance of estate planning. However, I personally always put my personal planning on the “back burner.” After acquiring a business, I found myself in a position with many unanswered questions. Working on the day-to-day operations, I was concerned about my inability to work……

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