Resources

When you’re setting up your estate plan, you may be considering adding a trust.  In Wisconsin, you have a choice of five different trusts:  revocable, irrevocable, testamentary, marital, and bypass trusts. Each has its own purpose.  But understanding generally how trusts are taxed can also help you plan for your and your family’s future. Keep… Read more

Healthcare planning can often be a daunting task. However, as you age, healthcare planning can become more of a maze if you’re trying to plan for your future without help.  For elders, healthcare planning often involves care coordination, legal services, and advocacy services – all of which help you and your family prepare for your… Read more

When engaging in estate planning, you have many options for planning for your family’s security after you’re gone – from wills to living trusts to powers of attorney. But, the best way to determine what you need is to understand each of these estate planning tools and how they may benefit you and your family. … Read more