Blog Articles
How to Administer a Trust in Wisconsin
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
October is Estate Planning Awareness Month – Why is that Important?
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
Medicaid Eligibility and Special Needs Planning in Wisconsin
Medicaid can help individuals with special needs get access to essential healthcare services and financial assistance. In Wisconsin, navigating Medicaid eligibility and special needs planning will help you ensure your loved one will receive the necessary support without jeopardizing their benefits. Let’s look at the key aspects of these plans. Medicaid Eligibility in Wisconsin In… Read more
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