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last will and testament_s
28 Sep
Trusts

Testamentary Trusts in Wisconsin

One type of trust that you may not know about is a testamentary trust. Many individuals put these in their estate plans, making them effective upon death. If you would like to learn more about whether a testamentary trust is the right option for you, here are a few points to consider.   What Is a… Read more

estate planning_s (1)
14 Sep
Trusts

What Not To Put in a Wisconsin Living Trust

With a living trust, you can manage and distribute your assets after your passing. While this valuable estate tool can help expedite the probate process and protect your privacy, it may not be the right option for everyone. Some assets are not suitable to be placed in a living trust. Here is what you need… Read more

living trust update_s
16 Aug
Trusts

Can You Update an Outdated Trust in Wisconsin?

Trusts are an essential part of estate planning and managing wealth. They provide a sense of financial security and peace of mind. However, your trust may become outdated with changes in family dynamics, legal requirements, and other factors.  If you want to ensure that the trust continues to align with your current needs, intentions, and… Read more

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