Estate Planning

Trusts are powerful tools in estate planning. When you create a trust, you have a plan in place to protect and distribute assets after you have passed. However, when it comes to managing a trust in Wisconsin, you might have heard of two terms: trustee and trust administrator.  While closely related, these terms refer to… Read more

When it comes time to administer a trust, you will encounter a few expenses. Between legal fees, paying taxes, and appraising assets, the costs can rise. So, what are the expenses for trust administration in Wisconsin? We will look at the common expenses so you can make a plan for your trust.  Legal Fees When… Read more

One of the most important duties in a trust is serving as a trustee. With that, you are tasked with many vital fiduciary duties. You are responsible for managing the assets and keeping records of every transaction. Also, you need to clearly communicate every step with the beneficiaries. So, how to administer a trust in… Read more

Every October, we celebrate Estate Planning Awareness Month. During this month, we want individuals and families to think about their future financial security. People tend to avoid conversations about estate planning because it involves thinking about death, incapacitation, and the transfer of assets.  However, estate planning is more than considering what happens when you pass… Read more

When a loved one passes away, the estate will often proceed through the courts. While this process may seem complicated, there are situations when these assets can be handled through small estate administration.  This is more of a streamlined process that helps distribute the assets quicker to the beneficiaries. If you would like to learn… Read more

When making plans for your estate, you will want to have a few vital documents in place. These tools can outline your wishes, designate beneficiaries, and ensure that your loved ones do not have to worry after your passing.  What are some of the key documents in the Wisconsin estate plan? Let’s examine a few… Read more

When it comes to finding the person to fill the role of an executor or trustee, you want to make sure you have the right individual for the task. These positions are very important. You need someone dependable, trustworthy, and capable of upholding their duties. If you are ready to make a decision for your… Read more

Everyone knows that probate can be a long and often arduous process. Sometimes, it may feel like it will never come to a conclusion. Time limits are in place to help ensure an efficient probate process. How long do you have to settle an estate in Wisconsin? Let’s take a look at these timelines.  Probate… Read more

Estate planning allows you to take control of your finances, property, health care, and guardianship of minor children. Whether you’re a young adult or a retiree, setting up a plan is a great idea at any age. If you would like to know more about the most common Wisconsin estate planning FAQs, we have the… Read more