Tag Archives: "Estate Planning"

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 Being an experienced Elder Law Attorney in Wisconsin, I’m often asked about how much harm outdated estate planning documents can be.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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What happens to your Assets if you die without a will
What happens to your Assets if you die without a will?
You work hard your whole life saving and investing to have a great retirement.  If you were not able to spend all your money before your death, you want to make sure those hard-earned assets are passed to intended family members and/or friends.  Without a Will, your assets could be left to your State of domicile. When a person dies without a Will it is called intestate. Your property will pass through the probate process and the courts will decide...

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The Importance of an Attorney to Protect Your Assets
Asset protection is a strategy to keep your property safe from being taken by someone who it was not intended for to receive the assets. In order to successfully protect your assets, asset protection planning is essential even before a lawsuit initiates. A comprehensive asset protection plan integrates the goals of protecting both your short-term and long-term financial goals plus your estate planning goals. Actually, asset protection plans are a helpful forerunner for making a comprehensive estate plan. With my...

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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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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...

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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...

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Help Aging Parents - elderlawcenterofwisconsin
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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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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