How to Avoid Probate in Wisconsin
It’s always a difficult situation when a loved one passes away. And unfortunately, while the loss itself is difficult enough, there are financial concerns that the family often has to attend to. When it comes to transferring assets, the probate process often comes into play in Wisconsin. Probate consists of court proceedings in which the… Read more
Memorial Day Activities in Wauwatosa 2021
With COVID-19 cases subsiding thanks to vaccines and other efforts, Wauwatosa and the rest of the country are ready to get out and enjoy the upcoming summer. And the unofficial kickoff weekend of summer, Memorial Day weekend, is right in front of us. For 2021, some more traditional Wauwatosa Memorial Day activities are returning. While… Read more
Do You Need a Healthcare Power of Attorney and a Living Will?
Having a plan for your health is one of the best things you can do for yourself and your loved ones. If there comes the point in which you are unable to care for yourself, having your wishes laid out in specifics will take a burden off of your family and help ensure that you… Read more
How Do I Know if I Need a Will or a Trust?
When it comes to estate planning, you may be aware of the terms “will” and “trust.” But unless you are in the estate planning business, you may not understand the differences between the two. While they are similar, there are significant elements that make each unique. Before establishing a will or a trust, you will… Read more
Retirement Updates Amid COVID-19
The Coronavirus Aid, Relief and Economic Security (CARES) Act provides aid for individuals and businesses in need. The Internal Revenue Service (IRS) has published information on the specific retirement provisions in Section 2202 of the act. See the link here. The information from the IRS provides insight into which individuals may benefit from the additional… Read more
Estate Planning Awareness Week – Things to Review
Because estate planning is a comprehensive plan and not just a single document, it is important to regularly review all aspects of your plan, your finances, and your family’s needs. Things to Review Beneficiary Designations: The beneficiary designation form is crucial for assets such as life insurance and retirement accounts. Improper information on these documents… Read more
Why Would I Even Need an Estate Plan…Or An Estate Planning Attorney?
WHO IS GOING TO FEED FIDO? It’s important not to think about estate planning as something you do for yourself. Estate planning is something that you do to make sure your loved ones are cared for. And this applies to the humans and animals in your life. WHO GETS YOUR STAMP COLLECTION? Estate planning covers… Read more