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Wills

What Happens if I Die Without a Will in Wisconsin?

It’s easy to put off planning for the future. Thinking about a time when you are no longer around can be difficult to face. But, the sooner you put plans in place, the greater your peace of mind knowing that all you’ve worked for will end up in the right hands upon your death.  Having… Read more

probate-trigger-in-wisconsin
Estate Planning

What Triggers Probate in Wisconsin?

Probate essentially exists to protect anyone with a legal interest in the estate of a deceased person. Without the probate process, there could be a potential free-for-all on valuable property, ending in significant disputes. In addition, probate exists not only to distribute assets but also to ensure that any creditors are paid and taxes.  What… Read more

fourth-of-july-fireworks-wauwatosa
Local

Where to Watch Fireworks in Wauwatosa 2021

Following a year where many of our favorite activities were canceled due to the COVID-19 pandemic, the summer of 2021 looks to be back on track. In Wauwatosa and the Milwaukee area, the Fourth of July celebration and fireworks show are back on as scheduled. But, there will be some changes from previous years.  Wauwatosa… Read more

18-years-old-estate-plan
Estate Planning

Why an 18-Year-Old Needs an Estate Plan in Wisconsin

With the summer season here and newly graduated 18-year-olds heading out into the world, parents may be ready for the inevitable transition to an empty nest – or at least a less active home. While the next chapter in life brings many reasons for celebration and optimism, it’s essential to plan for the next step. … Read more

avoid-probate-wisconsin
Trusts

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

wauwatosa-memorial-day
Local

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

living-will
Wills

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

Will and Trust on paper
Trusts

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

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Uncategorized

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

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