When someone dies, the estate of the decedent typically has to go through a legal process known as probate. If the decedent has left behind a Last Will and Testament, the individual named as the Personal Representative in the Will is the person who is responsible for overseeing the estate throughout the probate process. If someone fails to have a will, the State of WI names your beneficiaries and the estate goes through probate. Ideally, a Testator/Testatrix, i.e. a...
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23 Oct
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Help Aging Parents
Our ability to deal with complex tasks diminishes as we get older. It’s important to start talking with your parents about managing money while they are still able to make solid financial decisions.
You could approach the topic by telling your parents that you have started discussing your financial and retirement plans with your own children or someone you trust. Ask your parent if they have prepared estate planning documents, started an asset protection plan for their hard earned money,...
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06 Oct
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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...
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