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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

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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

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Estate Planning, Trusts

How to Modify or Terminate a Trust in Wisconsin

The rules and procedures for creating, modifying, and terminating trusts are outlined in the Wisconsin Trust Code. Some trusts cannot be changed. However, for revocable ones, you may be able to modify or even terminate them. When it comes time to make any changes or dissolve the trust, there are specific steps that you must… Read more

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Estate Planning, Wills

5 Ways to Prepare Yourself for Your Role as Executor

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

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Estate Planning, Trusts

How to Select a Trustee for Your Wisconsin Trust

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

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