Category Archives: "Estate Planning"

Situations in Which Your Assets Might Be At Risk
Situations in Which Your Assets Might Be At Risk
Not all are conscious of the need to have an estate plan in place. The Estate Plan can include a Will or a trust but goes beyond in making sure your assets are managed if you are disabled. It can decrease the taxes, fees, or court costs your heirs may incur after your death. Failure to plan for the management and dispersement of your estate during disability and after death can be very expensive and cumbersome and this is...

Read More
Why It Is Necessary to Create an Estate Plan
Why Is It Necessary to Create an Estate Plan?
Estate Planning is the efficient way to allow for administration of your financial and personal assets you die or if you become mentally or physically incapacitated. In Wisconsin, there are several options to establish a written set of directions to your friends and family showing them how your property is to be distributed after your demise. If you fail to put together at least a simple legal document, the administration of your estate will likely cost thousands and may...

Read More
Why Do I Need an Attorney for Estate Planning
Why Do I Need an Attorney for Estate Planning?
Everybody is aware of a will. There are numerous definitions of estate planning. Life and Estate Planning is basically how to give the assets which you have gathered through your life to your next generation in the best and most productive way. This includes looking at all parts of your assets and liabilities and getting ready for what's to come. Depending on your circumstance, this may include wills, enduring guardianship documents or power of attorney. It might also include living...

Read More
Choosing A Beneficiary For Your IRA or 401(k) Is Part of Your Estate Plan
Choosing a Beneficiary for Your IRA or 401(k) Is Part of Your Estate Plan
Choosing beneficiaries for your retirement accounts is different from selecting beneficiaries for your other assets like life insurance. With retirement benefits, you must know the influence of estate tax and income tax laws in order to choose the suitable beneficiaries. Though, taxes should not be the only determining factor in naming your beneficiaries, as ignoring the influence of taxes could result in making a wrong choice. Additionally, if you are married, designation of beneficiary might affect the size of required...

Read More
Periodic Estate Plan Review Strategies
Periodic Estate Plan Review Strategies
Estate planning is something that encompasses many things. Certain aspects that your estate plan may possibly cover comprise of transferring your assets after you pass away, making plans for end-of-life care or naming of guardians for minor children. Your estate plan should change right along with your life experiences.  Planning annual reviews of your estate documents is the best method to certify that it still meets your goals. Review Your Beneficiaries You may want to designate a particular asset(s) in your estate...

Read More
Preserve-your-wealth-estate-planning-services
Preserve Your Wealth with Estate Planning Services
Estate planning is one of the most important legal services and is a fundamental tool that ensures your entire family will be well taken care of after your passing. People assume that estate planning is meant only for the wealthy.  In reality, it is the concern of everyone. We all want our finances to remain in order and proper care given to our loved ones.  Together, you and I can develop a valuable estate plan to assure your goals are...

Read More
organize your-financial-and-legal-affairs
Why and how to organize your financial and legal affairs
Why Organize Your Affairs It’s not easy to think about what might happen if you become unable to handle your own affairs.  But illness and infirmity are as unpredictable as they are inevitable.  It’s impossible to know when they will strike you or what form they may take. Acknowledging your mortality is even more difficult.  Even those you might reasonably expect to know better are not exempt from the tendency to avoid end-of-life decisions. May people have inventories in their heads about...

Read More
estate-planning-attorney
When Do You Need An Estate Planning Attorney?
There is a good chance that you will require a proficient estate planning attorney at some point in your life. The problem could be recognizing when you have the need for an estate planning attorney because, like most people, you may not be familiar with the different types of legal matters we handle. Though it would be impossible to list every scenario in which you might need us, it is beneficial for you to read some common scenarios. Let’s...

Read More
Checklist-Estate-Planning
The Indispensable Checklist of Estate Planning
Estate planning is one of the best investments you will ever make. A few dollars spent will usually save thousands or hundreds of thousands of dollars that would otherwise be lost to taxes, attorney fees, court costs of nursing homes. it does not need to be complicated in most instances and provides you with the great piece of mind. While meeting with you, we discuss your goals and concerns. You will be educated on various legal “tools” available to...

Read More
Result 1 - 9 of 9