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When most people think about their estate plans, they often believe a will is the only legal document they need. However, other aspects of the planning process can protect your legacy and assets. Establishing a trust provides many benefits, including ensuring that the person’s assets and property are managed according to their wishes during their… Read more

Protecting assets and property are a major concern for many individuals in Wisconsin. With a trust, you have an effective tool that will ensure these assets remain safeguarded throughout your lifetime and are distributed according to your wishes. While it may seem like a trust is the best option, you still need to weigh the… Read more

The harsh reality for families of special needs individuals is a constant fear of what their special needs loved one will do when their caretakers are no longer able to care for them. How can their caretakers ensure that their special needs loved one receives the support they need and has a good quality of… Read more

Serving as the executor of an estate, while a great honor, comes with significant responsibilities. In order to best fulfill the role to honor the testator’s legacy, you should take certain steps to prepare yourself for such a monumental undertaking. Considering these steps while the testator is living can make the estate administration process go… Read more

Many people set up trusts as part of their estate plan, in addition to wills and powers of attorney. However, when setting up a trust, you need to consider its administration as well as its purpose.  Choosing a Wisconsin trustee to oversee and administer your trust is a critical decision. After all, a trustee should… Read more

Are you a fiduciary of a trust or estate? With tax season approaching, you still have time to improve your tax position – until March 6, 2023, in fact.  But why March 6, 2023? That is the deadline under the 65-day rule for trusts. Keep reading to learn more about the 65-day rule for trusts… Read more

Thinking about your family if you die or become disabled is not always at the top of our to-do lists.  However, planning for this now can save your family lots of stress if they find themselves in this situation. One way to protect your family is to create a revocable trust as part of your… Read more

When you’re setting up your estate plan, you may be considering adding a trust.  In Wisconsin, you have a choice of five different trusts:  revocable, irrevocable, testamentary, marital, and bypass trusts. Each has its own purpose.  But understanding generally how trusts are taxed can also help you plan for your and your family’s future. Keep… Read more

Healthcare planning can often be a daunting task. However, as you age, healthcare planning can become more of a maze if you’re trying to plan for your future without help.  For elders, healthcare planning often involves care coordination, legal services, and advocacy services – all of which help you and your family prepare for your… Read more