How Much Life Insurance Belongs in an Estate Plan?
When people think about estate planning, life insurance is often an afterthought. Many assume these plans only cover funeral costs or replace income for a short period of time. In reality, life insurance can be one of the most practical tools in a Wisconsin estate plan. But how much life insurance belongs in an estate… Read more
Why Estate Planning Is the Ultimate New Year Resolution
With the start of a new year, you may want to refocus your estate plan. This is a good time to review your finances, rethink your priorities, and address the things you want to tackle. This is one New Year’s resolution that is the most lasting for your family. Remember that estate planning is about… Read more
Can Medicaid Planning Be Part of Your Estate Plan?
When most people think about estate planning, they picture wills, trusts, and a discussion about who gets the family cabin. Medicaid planning might seem like something you only worry about after a health crisis hits. But can Medicaid planning be part of your estate plan? Absolutely. When done right, it can help protect assets, preserve… Read more
How to Include Digital Assets in Your Estate Plan
When most people think about estate planning, they imagine homes, cars, bank accounts, and investments. But today, most of our valuable stuff lives online. Social media accounts, cloud storage, cryptocurrency, and online businesses all count as digital assets. If you don’t plan for them, your loved ones might be locked out or unsure of what… Read more
How to Handle Out-of-State or Foreign Assets in Your Estate Plan
If your life stretches beyond one state or country, you are not alone. Many people own a family cabin across the border, a rental home in another state, or inherited property overseas. So, how do you handle out-of-state or foreign assets in your estate plan? Each state or country will have its own legal rules…. Read more
Estate Planning for Blended Families: Protecting Children from Prior Marriages
When two families come together, there’s a lot of love and some chaos. You have to learn new routines, new dynamics, and maybe fill out new paperwork. One of the most overlooked pieces of that puzzle is estate planning. If you or your spouse has kids from a prior marriage, making sure everyone is protected… Read more
Spring Cleaning Your Estate Plan: What to Review Each Year
When spring rolls around, we start cleaning out closets, adding a fresh layer of paint, and tidying up the corners of the garage. This is a time for renewal and refreshing. But there’s one area we often skip during spring cleaning: our estate plans. You may not be able to see it collecting dust, but… Read more
The Importance of Regularly Updating Your Estate Plan
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
What Does Trust Administration Do in Wisconsin?
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