Tag Archives: "Estate Plan"

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
Will vs. Trust – What Do I Need?
Will vs. Trust – What Do I Need?
People work hard throughout their life to provide for their families while living and even after death.  We often have ideas and wishes as to what and where those items/monies go to.  Regardless of your means, you have an estate and there are several strategies to choose from to ensure those assets are distributed according to your wishes and in a timely fashion. We call it your Estate Plan. The right strategy depends on your circumstance. For some, a...

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
Result 1 - 4 of 4