Resources

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

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

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