Sign up for an Estate Planning Workshop

Learn More
Filter by
wisconsin estate planning documents
Estate Planning

Key Documents in Wisconsin Estate Planning

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

how to choose the right executor or trustee
Estate Planning

How to Choose the Right Executor or Trustee

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

settle estate in wisconsin
Estate Planning

How Long Do You Have to Settle an Estate in Wisconsin?

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

wisconsin estate planning faq
Estate Planning

Wisconsin Estate Planning FAQ

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

estate planning checklist (1)
Estate Planning

Wisconsin Estate Planning Checklist

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

estate planning mistakes to avoid
Estate Planning

Common Mistakes To Avoid When Estate Planning

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

estate planning attorney
Estate Planning

How to Prepare for a Meeting with a Wisconsin Estate Planning Attorney?

If you want to take charge of your financial future for your family, you may want to think about estate planning. With these plans, you can ensure a smooth transfer of assets to the next generation. Meeting with a Wisconsin estate planning attorney is the first step in the process. After that, you can create… Read more

national estate planning week_s
Estate Planning

The Importance of Estate Planning During National Estate Planning Week 

Many people often postpone or overlook their estate plans. However, these tools are a great way to secure the future for your loved ones. With National Estate Planning Week around the corner, it is time to learn more about the importance of estate planning for you and your family. What You Need for Your Estate… Read more

shutterstock_2281442707
Estate Planning, Trusts

Simplify Estate Administration with Living Trusts in Wisconsin

The distribution of a deceased person’s property and settlement of debts is called probate, which can be a difficult and costly process in Wisconsin. However, creating a revocable living trust can help simplify estate administration and avoid heading to court. This estate planning tool can offer many benefits to individuals and families.  Here is how… Read more

Skip to content