Resources

When most people think about estate planning, they imagine trusts, big estates, or complicated legal documents. But even if your assets are not enormous, taxes can still take a big bite out of what you leave behind. In Wisconsin, estate planning is more than deciding who gets what. This is about minimizing tax exposure, protecting… Read more

Valentine’s Day is filled with the usual suspects like candy, flowers, and cards. But what happens as March rolls around? These gestures are long forgotten by your loved ones. If you want something that lasts, think about your long-term plans. Estate planning is the Valentine that lasts forever. While these plans do not come wrapped… Read more

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