Tag Archives: "estate planning wisconsin"

Estate Planning Documents: How Important Are They?
Estate planning documents are the only way to guarantee that your estate is managed according to your desires. This includes the time from when you may lose your mental abilities, to after your demise when your estate transfers to the individuals you have designated as beneficiaries. Being an experienced Elder Law Attorney in Wisconsin, I’m often asked about how much harm outdated estate planning documents can be. And my answer to all of them is the same: a lot. The...

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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...

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