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Creating an estate plan helps protect you and your family for the future. It is one of the most responsible things you can do for yourself and your loved ones.  While the first step is establishing a plan, there is a time where you may need to make changes after some important life events. Life… Read more

Losing a loved one is never easy. However, dealing with the financial and legal aspects that follow can make the grieving process even more stressful. During this process, certain questions, including how long does it take to distribute assets from a trust in Wisconsin?   Unfortunately, there is no set answer. The timeline will depend on… Read more

Are there options if you believe a loved one’s trust does not reflect their true intentions? Sometimes, that can happen after a person passes away. Something might seem off, and you have questions. Can a trust be contested in Wisconsin?  If you have standing, you may challenge the validity of a trust based on certain… Read more

When a loved one creates a trust, they want to protect their assets and provide for their family or other beneficiaries. But what does trust administration do in Wisconsin? Trust administration makes sure that their wishes are carried out. Along with that, it can help families proceed through an emotional and confusing time.  Whether you’re… Read more

Funding is an important part of establishing a trust. After all, these will be the assets that you pass down to your loved ones and other beneficiaries. How do I put my property in a trust in Wisconsin?  Once you understand the steps involved, the process is usually easy, and you can start keeping your… Read more

Trusts are there to manage and protect your assets. However, life is full of changes. Over time, divorce, the birth of a child, new investments, or shifting family dynamics may require your trust to be updated. How much does it cost to amend a trust in Wisconsin? Many times, this will depend on the complexity… Read more

Trusts play an important role in estate planning. They make sure your wishes are carried out after your passing. Trusts provide a structured way to manage and protect your assets, safeguard your beneficiaries, and avoid probate.  However, one question remains: Can a trustee override a trust?   Let’s examine the legal authority governing trusts to see… Read more

Medicaid provides healthcare coverage to individuals with limited income and resources, including long-term care services for the elderly and disabled. In Wisconsin, eligibility for the program is determined by strict income and asset limits.  What assets are exempt from Medicaid in Wisconsin? Knowing this can help you or a loved one get the care they… Read more

Medicaid provides healthcare coverage for those who might not have access to it. However, individuals need to meet certain financial and medical eligibility criteria.  Many people are unaware that after receiving Medicaid benefits, the program may attempt to recover costs through the Medicaid Estate Recovery Program (MERP). With that, your assets, including your home, are… Read more