Estate Planning

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

By now, you already know an estate plan is an essential part of your life. But creating a plan is more than just drawing up a will. You will want to make sure that your wishes are carried out so your loved ones are protected for years to come. A well-thought-out estate plan is vital… Read more

Most people already know that estate planning is essential for their family members. However, even with the best intentions, you could make a mistake that can have unintended consequences for your loved ones. Sometimes, that can lead to delays and disputes involving the distribution of your estates. Here are a few common mistakes to avoid… Read more