People often think that financial planning is something one should start to look at when nearing retirement. However, it's a fact that the younger you start planning the more successful you are likely to be.
Early planning helps people examine their financial health, spending habits, and consider topics such as budgeting, saving, taxes, family planning, purchasing a home, children's education, and retirement.
Elder Law Center of Wisconsin, LLC is the place to start planning for your future.
When Should You Think About...
Read More
Blog
07 Nov
Off
Assistance Provided By a Probate Attorney to a Personal Representative
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...
Read More
Read More
23 Oct
Off
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,...
Read More
Read More
06 Oct
Off
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
Read More
