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Earth Day highlights how small eco-friendly actions can create global impact through sustainability, environmental awareness, and responsible living practices.
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National Gardening Day highlights gardening benefits for mental health, stress relief, and physical wellbeing through outdoor activities and healthy living...
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World Health Day highlights the importance of global health awareness, preventive care, and strong healthcare systems for a healthier future...
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April Fools Day explores the history, traditions, and humor behind practical jokes, revealing why this global celebration continues to bring...
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Wisconsin estate planning explains why an unfunded trust fails, how to properly fund it, and how to avoid probate while...
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Wisconsin probate explains how unpaid taxes and government claims are handled, helping executors manage debts, protect assets, and settle estates...
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Wisconsin estate planning helps you avoid costly Medicaid myths, protect assets, and qualify for benefits while securing your long-term financial...
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Honor National Medal of Honor Day while learning how estate planning helps preserve your legacy, values, and family’s future.
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Wisconsin Power of Attorney explained. Learn financial, medical, and durable POA forms to protect your decisions and estate planning needs.
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Celebrate National Cocktail Day while learning how estate planning helps preserve your legacy, assets, and family traditions for the future.
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Wisconsin Probate can be minimized with trusts. Learn how revocable living trusts help avoid probate court and simplify estate planning.
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Wisconsin Estate Planning helps protect special needs heirs without losing benefits. Learn how trusts preserve SSI and Medicaid eligibility.
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Dealing with missing heirs in Wisconsin probate? Learn about PR-1806 forms, notice by publication, and how the state handles unclaimed...
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Master estate planning in Wisconsin. Learn about marital property laws, avoiding probate, and business succession strategies for Madison and Milwaukee...
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Navigating Wisconsin probate? Learn the 10 essential documents you need, from Domiciliary Letters to the $50,000 small estate affidavit. Get...
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Learn why healthcare directives are vital in Wisconsin elder law. Protect your medical wishes and avoid court guardianship with a...
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Wisconsin Elder Law guide: 3 Medicaid planning mistakes that could cost you your family home and how to protect it...
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Wisconsin Probate guide to handling out-of-state assets. Learn about ancillary probate Wisconsin rules and multi-state estate administration.
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Celebrate Read Across America Day: explore the importance of reading, fostering lifelong learning habits, and building routines in the digital...
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Brookfield Estate Planning for digital assets. Learn how to manage digital legacy, protect online accounts, and secure your cryptocurrency and...
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Wisconsin Probate guide to the final steps of closing an estate. Learn how to distribute assets, handle taxes, and secure...
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Brookfield Probate guide: 5 ways executors risk personal liability. Learn executor liability risks and how to protect your assets during...
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Elder Law Wisconsin guidance on when to step in for aging parents. Learn signs parents need help, legal options, and...
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Family disputes can complicate Wisconsin Probate. Learn how inheritance conflicts, contested wills, and litigation risks affect timelines and estate outcomes.
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Learn how Wisconsin Probate works when someone dies without a will, including intestate succession, heirs, and estate distribution rules.
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Wisconsin Estate Planning after a medical diagnosis: update documents, protect assets, plan for long-term care, and preserve your family’s future.
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Brookfield Elder Law helps seniors protect independence, plan for long-term care, and safeguard autonomy with trusted legal tools.
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Estate Planning protects adult children from legal chaos, disputes, and confusion. Learn how clear planning safeguards families long-term.
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Probate in Wisconsin often surprises families. Learn what families wish they knew earlier and how proactive planning can reduce stress...
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Wisconsin Estate Planning guide on conversations families avoid, and how silence creates inheritance conflicts, delays, and bigger legal problems later.
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Power of Attorney documents should be reviewed yearly. Learn why updates matter, how laws change, and how to keep your...
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Wisconsin Probate rules vary by asset type. Learn which jointly owned assets transfer automatically and which may still require probate...
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Elder Law Planning helps protect independence, dignity, and financial security as families age through proactive legal planning and care strategies.
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National Hugging Day reminds us why human connection, physical affection, and emotional well-being still matter for families and mental health.
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Learn what makes Probate In Madison different, from local court practices to timelines, costs, and filing requirements in Dane County.
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Celebrate National Cheese Lover’s Day by exploring why Wisconsin’s cheese culture, dairy traditions, and local heritage continue to matter.
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National Clean Off Your Desk Day highlights how decluttering improves focus, mental clarity, and productivity by creating calm, organized workspaces.
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Law Enforcement Appreciation Day honors service, sacrifice, and community trust while highlighting the importance of supporting those who protect us.
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National Joy Germ Day shows how positivity spreads through kindness, small actions, and community connection—often faster than we realize.
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National Bean Day highlights how small ingredients like beans create big impact through nutrition, symbolism, and everyday value.
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National Bird Day highlights lessons from birds about balance, focus, and adaptability and how nature’s wisdom applies to everyday life.
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Financial Wellness Month highlights how legal planning supports financial health beyond money, protecting assets, family stability, and long-term security.
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Boxing Day explained—from British holiday origins and traditions to modern shopping frenzies and post-Christmas sales around the world.
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Explore why Christmas Eve feels magical, from cherished family traditions to seasonal rituals that create lasting holiday memories.
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Learn about the Festivus Holiday, its quirky traditions, and how this unofficial celebration became a cultural phenomenon in modern society.
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Forefathers’ Day explores early American holidays, Pilgrim history, and traditions that shaped family legacy and American heritage.
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Twin Day celebrates the science, stories, and special bonds of twinhood—exploring twin science, relationships, fun facts, and why twins fascinate...
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Chocolate Covered Anything Day celebrates creativity, indulgence, and fun with chocolate treats, chocolate-dipped desserts, and joyful food traditions.
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Celebrate Bill of Rights Day by exploring why the Bill of Rights and the First Ten Amendments still protect civil...
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Celebrate Gingerbread House Day with a look at its sweet history and why this nostalgic tradition remains one of the...
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Celebrate National Noodle Ring Day by exploring the retro recipe’s history, nostalgic cooking trends, and the comfort food revival making...
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Celebrate Brownie Day with a look at the history of brownies, why they’re a cultural icon, and how this sweet...
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Trusts for Madison residents offer powerful estate planning benefits. Learn how Madison trust laws work, local advantages, and why Wisconsin...
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Celebrate National Sock Day by exploring the fun history of socks, quirky traditions, cozy lifestyle trends, and why everyday items...
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Learn how to stay organized during the probate process with expert tips for personal representatives, checklists, and estate administration management.
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Discover five everyday wildlife conservation actions that protect animals and the environment. Learn how small choices create a lasting impact.
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Use this year-end estate planning checklist to protect your legacy. Learn what documents to update now and how Wisconsin families...
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Madison families are updating their estate plans before year-end. Learn why revising wills, trusts, and legal documents now ensures a...
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Celebrate Mutt Day by exploring why mixed-breed dogs like Major Beans are the real MVPs. Learn the benefits of adopting...
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Learn why Probate Deadlines matter most in December and what Wisconsin families must handle first to avoid delays and keep...
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Celebrate Pie Day with sweet family traditions and meaningful moments. Discover why this simple seasonal celebration continues bringing families together.
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Celebrate National Play Day With Dad by strengthening father–child connections through fun activities, quality time, and meaningful family memories that...
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Learn how Summary Settlement offers a faster, simplified alternative to probate in Wisconsin. Understand eligibility, benefits, and key estate settlement...
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Learn how the Great American Smokeout inspires quitting smoking, supports tobacco-free living, and encourages healthier lifestyles for individuals and families.
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Celebrate National Education Support Professionals Day and learn why honoring school support staff and behind-the-scenes education heroes matters for every...
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Learn why newlyweds should prioritize estate planning to protect assets, combine finances wisely, and build a strong, secure future together.
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Learn why probate transparency is essential for reducing disputes, building trust among family members, and ensuring smooth estate administration.
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Celebrate National Butter Day and kick off American Education Week with traditions, learning activities, and fun ways to honor food,...
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Celebrate National Forget-Me-Not Day by honoring meaningful relationships, lasting bonds, and cherished memories that connect generations and loved ones.
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Financial abuse targets vulnerable seniors every year. Learn how legal planning and elder law strategies can help protect your loved...
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Home cooked food brings families closer together. This National Men Make Dinner Day, celebrate home cooking, connection, and shared memories...
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Candy Corn remains one of Halloween’s most iconic (and debated) treats. Explore its history, fun facts, and why it still...
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Celebrate National Cat Day with love, care, and compassion. Learn fun ways to honor your feline friends and support cat...
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Ensure your family business thrives for generations. Learn how strategic succession planning helps Wisconsin business owners protect their legacy.
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Celebrate National First Responders Day by honoring those who protect our communities. Learn how to thank and recognize the heroes...
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Celebrate Navy Day by honoring the United States Navy’s courage, history, and commitment. Learn how to show appreciation for those...
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Celebrate National Make a Dog’s Day with Subaru by spreading kindness to pets. From dog adoption to pampering walks, here’s...
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Celebrate Back to the Future Day by revisiting the timeless 80s movie classic that made time travel, the DeLorean, and...
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Celebrate the balance of savory and sweet this National Chicken and Waffles Day. Discover the origins, recipes, and meaning behind...
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Celebrate National Mulligan Day — a reminder that everyone deserves a second chance. Explore lessons on resilience, growth, and starting...
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Explore how estate planning can help you leave a charitable legacy. Learn smart giving strategies to support causes you love...
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Celebrate National Boss’s Day by honoring leadership, mentorship, and appreciation in the workplace. Discover meaningful ways to thank the leaders...
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Celebrate National Dessert Day with delicious treats, sweet deals, and moments that make life sweeter. Discover recipes and ideas to...
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The emotional costs of probate can deepen grief and stress. Learn how planning, support, and compassionate guidance can help families...
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Celebrate National Hero Day by honoring everyday champions — from caregivers to advocates — who show heroism through compassion, service,...
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Learn how an Elder Law Attorney protects seniors from financial exploitation through legal safeguards, advocacy, and elder abuse prevention strategies.
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Celebrate National Coaches Day by honoring mentors who inspire growth and leadership. Discover the importance of mentoring and thanking those...
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Celebrate National Fire Pup Day by honoring firefighters, fire dogs, and the legacy of fire safety heroes who protect lives...
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Discover how Love People Day inspires compassion, caring for community, and acts of kindness to strengthen bonds and build strong...
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The Veterans of Foreign Wars (VFW) represent more than uniforms, medals, and ceremonies. They represent courage, resilience, and the enduring...
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One-hit wonders fade, but lasting legacies endure. Discover how to build a legacy beyond trends that creates generational impact and...
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Work with an estate planning lawyer in Oregon, WI to protect your daughter’s future. Learn how wills, trusts, and asset...
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For many families, navigating the complexities of long-term care can feel overwhelming. Rising healthcare costs and uncertainty about eligibility make...
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The choices we make today ripple into tomorrow. Just as a well-fueled engine powers a long journey, the energy we...
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Work with an Estate Planning Lawyer in Madison to protect your family’s future. Learn how wills, trusts, and generational wealth...
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Celebrate Family Day with traditions, bonding activities, and meaningful connections. Discover why family bonds matter and how they last for...
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Krause offers trusted elder law lawyer services in Milwaukee, supporting families as they navigate long-term care, Medicaid planning, and estate...
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Responsible pet ownership means caring for pets like family, ensuring their health, safety, and happiness while planning for their long-term...
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A probate attorney in Brookfield WI helps families navigate probate, protect heirs’ rights, and manage estate administration with guidance and...
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Work with an estate planning attorney Brookfield WI to protect assets, preserve your family’s legacy, and gain peace of mind...
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School Picture Day preserves moments, just as family caregiving preserves connections. Discover why sharing care matters and how to support...
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Learn how probate and trust administration in Madison WI helps families prepare for life’s biggest challenges with guidance, clarity, and...
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Celebrate National Tailgating Day and discover how tailgating traditions remind us of the value of family, connection, and community in...
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Looking for an estate planning lawyer in Oregon WI? Learn how estate planning services bring peace of mind to families...
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Celebrate Newspaper Carrier Day and the lessons of trust, reliability, and consistency. Learn how these values shape estate planning and...
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A probate lawyer in Brookfield, WI helps families manage estate administration with balance and care. Learn how legal guidance eases...
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Discover how bowling leagues reveal the link between teamwork and longevity. Learn how teamwork management builds family resilience and lasting...
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An elder law attorney helps protect your loved ones with long-term care planning, probate guidance, and Medicaid support. Learn why...
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Discover how fresh perspectives improve decision making. Learn the benefits of data-driven insights, better choices, and a structured decision making...
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Introduction Labor Day often marks the unofficial end of summer; a moment when families gather, reflect, and look ahead to...
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Discover why forgiveness is important for families. Learn how self-forgiveness, healing, and true forgiveness strengthen bonds and create lasting peace.
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Comprehensive estate planning is essential for ensuring long-term peace of mind for you and your loved ones. By organizing your...
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At Krause Estate Planning & Elder Law Center, we offer comprehensive Medicaid planning services designed to help families protect their...
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At Krause Estate Planning & Elder Law Center, we specialize in estate planning and elder law guidance, helping families create...
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At Krause Estate Planning & Elder Law Center, we focus on providing tailored estate planning solutions that meet the unique...
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Krause Estate Planning & Elder Law Center is a trusted law firm dedicated to providing comprehensive estate planning and elder...
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When a parent passes away without a will, also known as dying “intestate,” Wisconsin’s intestacy laws govern how the deceased...
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When it comes to planning for the future and ensuring your loved ones are cared for, having a trusted legal...
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Probate is a court-supervised process that oversees the transfer of assets from a deceased person to their heirs or beneficiaries....
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At Krause Estate Planning & Elder Law Center, we provide comprehensive estate planning and elder law services designed to protect...
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The death of a loved one can bring emotional and financial complexities. When it comes to distributing the deceased’s assets,...
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Krause Estate Planning & Elder Law Center is dedicated to assisting clients with a wide range of estate planning and...
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Creating an estate plan is a crucial step in safeguarding your assets and ensuring your family’s future well-being. At Krause...
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Navigating the probate process can be challenging, especially when sibling disagreements arise and complicate matters further. At Krause Estate Planning...
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Creating a comprehensive estate plan is a crucial step in ensuring that your assets are managed and distributed according to...
Read More → Many people face the challenge of qualifying for Medicaid without losing their assets. Medicaid has strict income and asset limits,...
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Life is full of uncertainties, and while we can’t predict the future, we can protect our loved ones and ensure...
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Being named as an executor in a parent’s estate plan is both an honor and a responsibility. It means that...
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As our parents age, having conversations about their estate planning becomes increasingly important. While discussing topics like wills, trusts, and...
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Estate planning is an important aspect of preparing for the future, yet many parents may put off discussing their wishes...
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Crafting a robust Power of Attorney document is integral to estate planning. It provides the assurance that your affairs will...
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Estate planning is a crucial aspect of securing your future and ensuring that your wishes are respected, particularly when it...
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Estate planning is a meticulous process that involves various legal tools to ensure your wishes are honored and your assets...
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Going through a divorce is undoubtedly a difficult time, filled with emotional upheaval and significant life changes. Amidst all the...
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Are you worried about the potential burden of long-term care costs threatening your financial stability? If so, you’re not alone....
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Navigating the world of estate planning can often feel overwhelming, especially when it comes to passing on cherished family heirlooms....
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When writing a will, you might find yourself confronting difficult decisions. One such decision could be excluding certain family members...
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The death of a loved one is one of life’s most distressing experiences. The sorrow and grief that follow are...
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Probate, the legal process of administering a deceased person’s estate, can be fraught with pitfalls if not handled correctly. Missteps...
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Every estate planning journey involves a broad array of decisions, each with its own complexities and implications. Among these, understanding...
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When it comes to estate planning, one of the most critical steps is identifying the key assets that will form...
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In the world of estate planning and trust management, privacy is not just a luxury but a necessity. Often people...
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When it comes to estate planning, one crucial document that often gets overlooked is the Medical Power of Attorney. This...
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Limited Power of Attorney (LPOA) is a powerful legal tool that can greatly assist individuals in managing their estate and...
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Empathy is not just the ability to understand and share the feelings of another; it’s about acting based on that...
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When you pass away, your family may undergo a complex process to ensure all your assets are correctly inherited. Even...
Read More → When it comes to estate planning, understanding Wisconsin probate laws is essential to ensure that your legacy is protected and...
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Dealing with the loss of a loved one is never easy. The emotional turmoil and grief can be overwhelming, and...
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As you get older and start considering your long-term financial security, it’s essential to understand the variety of options available....
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Older adults looking to give back and reduce their tax burden may find a solution with a qualified charitable distribution...
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As we age, it’s important to think about our estate planning and how our medical conditions may impact that. For...
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Estate planning is often considered a priority reserved for the elderly, but it should be approached proactively at any age....
Read More → Most people think you can only have Medicaid or Medicare, but not both. However, that isn’t necessarily the case. The...
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Planning for long term care is one of the most proactive steps you can take. Many don’t consider doing this...
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Medicaid is one of the most important social welfare programs in the U.S. The program helps millions of Americans get...
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As part of a well-rounded estate plan, there are certain documents many individuals or couples choose to include. A will,...
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When considering which assets need to be protected as part of an estate plan, it may seem like individuals or...
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Getting remarried is a great opportunity many couples take advantage of. There are numerous reasons why someone would get remarried...
Read More → As individuals near retirement, one of many questions they will ask themselves is how to pay for medical care. Two...
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People will try to target the most vulnerable, including older individuals. In fact, the FBI estimates that $3 million is...
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It’s a common phrase – “Hope for the best, plan for the worst.” But planning for a future where someone...
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There are multiple types of trusts available for individuals or couples. One of the more common types of trust is...
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Married couples may feel obligated to be together for various activities or combine many aspects of their lives. Whether that’s...
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Estate planning is a great step to give your family peace of mind prior to your passing. Many individuals or...
Read More → Having an estate plan is critical to ensure your final wishes are upheld. No two estate plans are drawn up...
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If everyone had a crystal ball, they would be able to predict whether they would need to pay for long-term...
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The holidays usually mean families spending time together. While death may not be a good conversation to have at the...
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As part of creating an estate plan, one goal individuals or couples may have is to make sure their loved...
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Probate is an experience no one hopes they have to go through as it is usually a burden and time-consuming...
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Attorney Dan Krause talks about mental capacity and what it means for estate planning. The threshold for mental capacity to...
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Attorney Dan Krause explains to trustees what their responsibilities and fiduciary duties are. Being a trustee means putting their personal...
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Many people believe they can gift $15,000 per year and be OK when it comes to applying for Medicaid. Unfortunately,...
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Attorney Dan Krause explains the differences between a Living Will and a Living Trust. While both are estate planning documents,...
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A probate attorney is not someone you usually have on speed dial – they are instead usually needed after a...
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Attorney Dan Krause discusses the top 4 important reasons why families choose a Living Trust over a Will for estate...
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Attorney Dan Krause talks about Wisconsin Medicaid rules for a couple. There are asset limits for what a spouse can...
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Attorney Dan Krause talks about the Wisconsin statutory power of attorney and its limitations especially with regard to elder planning...
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Dan Krause, Wisconsin author and Elder Law Attorney, talks about the legality and ethics of doing Medicaid planning to leverage...
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While Medicaid is a federal program, the states have extra options they can choose to offer. Similarly, each state has...
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According to the Wisconsin Department of Health Services, “Wisconsin Medicaid is a joint federal and state program that provides high-quality...
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Each state has its own set of Medicaid benefits that can be provided to anyone who qualifies medically and financially,...
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Probate can be a frustrating and time-consuming process, even under the best of conditions. However, your family may not need...
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You’ve likely heard of probate before, but do you know its purpose? Grieving the loss of a loved one is...
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Making an estate plan is largely about protecting future generations, and at Krause Estate Planning & Elder Law Center, we...
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When your loved one passes on, their estate will need to go through a process referred to as probate. Probate...
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One of the most important aspects of estate planning includes determining long-term elder care. Since traditional health insurance plans don’t...
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Twenty-one-year-old Damaire was brought to Erie County Medical Center in the early morning hours. Damaire’s father was told that the...
Read More → A couple lives well on their incomes, but the biggest asset they own is a tract of unimproved real estate...
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Wouldn’t your children be relieved to learn that you’ve done all the necessary advance estate planning so that if you...
Read More → John Singleton’s Estate Complications After Death Hollywood director John Singleton didn’t do his family any favors by committing the most...
Read More → Money problems in a marriage can be a big part of a couple’s decision to divorce. In fact, a recent...
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For the many people with special needs, Supplemental Security Income and Medicaid are critical sources of support for those with...
Read More → Everyone knows what a last will and testament are. However, a will is not always the best way to distribute...
Read More → Probate matters can be simple in some cases, while others are much more complicated. Some probate cases involve will contests,...
Read More → American Legion’s recent article, “Planning beyond the will,” says that it’s important that your estate planning papers are synced with...
Read More → An 80-year-old man had seizures several months ago. He was treated in the hospital and since then, has had some...
Read More → The SECURE and RESA acts are currently being considered in Congress. These acts may impact stretch IRAs. A stretch IRA...
Read More → There are hard topics, like sickness and death, that estate planning prepares for. Then there’s the unexpected, says Wicked Local...
Read More → The amount of money stolen from seniors is absolutely stunning, but what makes this worse is that victims are often...
Read More → It’s not uncommon for the intent of an individual’s will and trust to be overridden by beneficiary designations that weren’t...
Read More → A substantial donation followed the events described by Stewart Resnick. He saw that, after some unusual winter weather in 2015,...
Read More → As parents age, it becomes more important for their children or another trusted adult to start helping them with their...
Read More → Medical expenses-often more a factor for retirees-can be taken as an itemized deduction, if you have taxable income to count...
Read More → If aging in place is your goal, then long-term planning needs to be considered, including how the house will function...
Read More → Many people think that having an estate plan just means drafting a will or a trust. However, there’s much more...
Read More → When a person dies without a will, who inherits and receives a distribution of his or her estate assets is...
Read More → A trust can be a useful tool for passing on assets, allowing them to be held by a responsible trustee...
Read More → No one actually enjoys paying taxes, and few of us really want to think about our own death, but both...
Read More → If you have elderly parents, you might have to step in at some point and provide caregiving services. Whether that...
Read More → An elderly married couple wished to sell their home, but they had a big problem. The notary public refused to...
Read More → If you’re like most people, you opened that IRA many years ago. You may not have any idea who you...
Read More → A woman in Massachusetts, age 62, is living in her family’s home on borrowed time. Her late father did all...
Read More → In many relationships, it’s common for one spouse to play money manager and the other to take a more passive...
Read More → Los Altos Online’s recent article, “How to use up leftover money in a 529 college savings plan,” says there several...
Read More → That may be an idealistic portrayal, but there is some truth to it. It is no longer unusual for families...
Read More → When you buy, sell, or transfer ownership of a property to another, you need to be aware of what type...
Read More → If you and your spouse don’t have children, you still need to think about estate planning, as the focus of...
Read More → As parents age, families sometimes struggle with how to best keep their parents’ financial affairs in order. One common approach...
Read More → A Will, also known as Last Will and Testament, is a legal document that is used in probate court, if...
Read More → End-of-life planning or estate planning is something the black American community should tie into discussions with families. Many famous black...
Read More → A business owner without an estate plan, is a business owner whose business and personal estate are both in jeopardy,...
Read More → Anyone who owns a home, whether a magnificent mansion or a modest ranch, worries about the possibility of losing the...
Read More → Just as small business owners must plan for their own personal estate to be passed onto the next generation, they...
Read More → The recent article from MarketWatch, “This is how much long-term care could cost you, and don’t expect Medicare to help,”...
Read More → Seniors who are parents of adult children can make their children’s lives easier, by making the effort to button-down major...
Read More → You probably take full advantage of the health services the Department of Veterans Affairs (VA) provides. However, you might be...
Read More → A knowledgeable elder law attorney will make certain that he represents the best interests of his senior client in a...
Read More → Young people like to keep things simple. Millennials don’t want their parents’ furniture or antiques. They want to be able...
Read More → The challenge in tasking a family member or trusted friend as power of attorney is not just making sure they...
Read More → Two stories of two people who managed their personal lives very differently illustrate the enormous difference that can happen for...
Read More → There are several things that a blended family needs to consider when updating their estate plans, says The University Herald...
Read More → Congress can’t wait to get its hands on America’s retirement account assets, says The Wall Street Journal in the article...
Read More → The number one question on most people’s minds when they inherit a real estate is whether they have to pay...
Read More → Despite our love of planning, the one thing we often do not plan for is the one thing that we...
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Families can get ripped apart permanently, because of problems with a close relative’s estate. Many problems are avoidable, by taking...
Read More → Life insurance trusts have long been hailed as a smart way to provide financial protection for loved ones, while simultaneously...
Read More → Remember that the role of an elder law attorney is to be a client-centered advocate, which is a different assignment...
Read More → Imagine that tomorrow you suddenly become severely ill or incapacitated. Who would take care of your finances? How would they...
Read More → A recent Kiplinger article asks: “Is Your Beneficiary Ready to Receive Money?” In fact, not everyone will be mentally or...
Read More → However, some want you to believe that you need only purchase a form to have an effective estate plan. Using...
Read More → What Is a Medicaid “Spend Down”? We see a common problem for many seniors as they age: They end up...
Read More → It seems that every day we conduct more of our daily activities online. We increasingly all have a digital presence...
Read More → In an ideal world, wills and estate plans are created when people are the sound of mind and body, just...
Read More → Estate planning attorneys see them all the time: the mistakes that people make when they try to create an estate...
Read More → There are many different kinds of trusts used to accomplish a wide variety of purposes in creating an estate plan....
Read More → What Happens If a Person Dies Without a Will in Wisconsin? If a person dies leaving no will, the Wisconsin...
Read More → If a person dies leaving no will, the probate court follows the state’s rules for Intestate Succession. The following is...
Read More → It’s a common problem for families when a parent in charge of finances develops cognitive impairment and needs help managing...
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Angelina Jolie has made the decision to reward her son Maddox for supporting her during her divorce from Brad Pitt...
Read More → Fifty is a little on the late side to start taking care of these important life matters. However, it is...
Read More → My idea: put our accounts in my wife’s name and put the land in our children’s names. The way I...
Read More → The conversation that you have with an estate planning attorney, when you are in your thirties with a new house,...
Read More → elAs a cognitively healthy adult, you have the right to be informed about the state of your health and make...
Read More → One of the main components of a Will is the portion where the person making the Will (the Testator) names...
Read More → It’s important to have certain binding legal documents in place if you become disabled due to an illness or accident....
Read More → A legal battle between Tom Petty’s widow and his two daughters is reportedly holding back the release of the expanded...
Read More → There are several major considerations that need to be evaluated before any provisions in the trust document are drafted with...
Read More → The biggest issues in inheritance and estate planning battles stem from Alzheimer’s disease, widowed stepmothers, and estate crime. Certain issues,...
Read More → Estate planning can be tricky, which is why many people turn to attorneys to get the job done right. Drafting...
Read More → An estate planning attorney would much rather not see a family undergoing unnecessary stress and expenses. Do-it-yourself wills and online...
Read More → Are you single with no kids and approaching retirement? If so, you probably have not given much thought to estate...
Read More → While most of us have heard of a power of attorney, or POA, many have misconceptions about them. The Lubbock...
Read More → While we are young, many of us neglect to consider what will happen to our family and property after we...
Read More → According to a recent Key Private Bank poll of financial advisors, 80% said that working through family issues is the...
Read More → While everyone from brand new parents to great grandparents can benefit from the advice of a competent estate planning lawyer,...
Read More → Without an estate plan in place, and that includes a will, power of attorney, and health care directives, dividing up...
Read More → What would happen with your kids, should something happen to you? It’s a question that most parents don’t like to...
Read More → You’re hoping to leave your loved ones a nice legacy and something that can enhance their financial security or help...
Read More → Having a loved one with dementia can be scary. However, if you add in a firearm, it can also get...
Read More → There’s one critical move that a large number of older Americans have yet to make: creating a will. Motley Fool’s...
Read More → Under the new rules, veterans will be given three options for their benefits appeals. All three are designed to streamline...
Read More → What then happens when gifts made in a testamentary instrument, such as a will or a trust, lapse (fail) because...
Read More → The simplest definition of trust is a three-party fiduciary relationship between the person who created the trust and the fiduciary...
Read More → Succession planning is a process. 10 years of time goes by very quickly, so the earlier you can start having...
Read More → Wise incompetency planning usually includes the execution of a power of attorney. This document names an agent who can sign...
Read More → Increases in the estate tax exemption has an impact on how some people are thinking about life insurance, says ThinkAdvisor...
Read More → Whenever significant numbers of people are unemployed or under-employed, the economy loses those wages, the income taxes, and everything that...
Read More → I’m the executor of my mother’s estate. She has an IRA where the beneficiary is her estate. When I withdraw...
Read More → While most estate planning focuses on the physical property, like your home, and liquid assets, such as investment accounts, retirement...
Read More → With an inherited IRA, in many cases, the parent is the original beneficiary and the children are the successor beneficiaries....
Read More → The (Lorain OH) Morning Journal’s recent article, “How to protect elder loved ones from abuse,” reports that the National Center...
Read More → Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio,...
Read More → Many investments allow an investor to name a beneficiary of the asset upon death. The proper use of these beneficiary...
Read More → Estate planning isn’t only for the rich. Without a plan in place, there could be a long-lasting impact on your...
Read More → The holidays can be a wonderful time spent with family you don’t get to see often. However, it can be...
Read More → In unpredictable economic times, many donors may be wary of making large donations of cash, even to charities they would...
Read More → Just as parents know that at some point, the time will come to talk to their kids about “the birds...
Read More → Historically, the purpose of a power of attorney is to select an agent (and ideally, successor agents) to act, in...
Read More → A Power of Attorney is a vital document for every adult. This document allows you to appoint another person as...
Read More → If you haven’t done these things by age 50, it could be too late to do them well. The year...
Read More → The Pew Research Center looked at the age gap in couples. For the most part, people marry someone close in...
Read More → A new surcharge tier will kick in for 2019 for people with the highest incomes. The Centers for Medicare &...
Read More → Most people are aware that estate taxes are owed on asset transference, but people tend to be foggy on the...
Read More → The question isn’t whether the secretive Microsoft founder structured his finances for maximum posthumous impact. It’s whether the estate plan...
Read More → “Most of us vastly underestimate the percentage of income we’ll need (for retirement). Here’s how to make sure you get...
Read More → “My favorite aunt passed away last year, and I inherited $2,500,000 after her probate. The check came last week. It...
Read More → “Over 30 years ago, researchers and geriatricians identified an “elder orphan” (sometimes called a “solo ager”), as a person aging...
Read More → “Are you ready for the end of life? Many of us can resolutely answer “no.” I am not implying preparation...
Read More → “As opiate addiction has ravaged our communities, children are often left in the lurch, and grandparents and others trying to...
Read More → “When the Tax Cuts and Jobs Act went into effect, many clients and advisors assumed that their days of worrying...
Read More → “For each year in which a bull market persists, workers become likelier to retire. However, those who leave the workforce...
Read More → “The client wanted her surviving spouse to have access to her work email, but her employer shut down the email...
Read More → Though retirement can be a fulfilling time in people’s lives, it can also be a stressful one. This especially holds...
Read More → “A 401(k) plan ensures that you have money to spend during your retirement years. However, there are reasons why a...
Read More → “If you’re part of a married couple, it’s highly likely that one of you will become a widow or widower...
Read More → The 50s are the time of life when your kids are starting to become more independent and may have already...
Read More → “An advance directive comes up frequently in conversations about health care decision-making, as people age. Their purpose is to provide...
Read More → There is a longstanding 4% rule of thumb that was developed in the mid-1990s, outlining how much a person could...
Read More → Losing a spouse at any time in life is difficult. However, losing a spouse while you are retired also presents...
Read More → In a perfect world, we’d all have saved enough by age 60 to relax about money and start planning our...
Read More → Are you saving enough for retirement, asks US News & World Report in the article “Are Your Retirement Savings Ahead...
Read More → Picking an executor to your estate is an important part of your estate planning process and should be done with...
Read More → Creating a QTIP trust is not necessarily difficult, but it is something that must be done carefully to ensure there...
Read More → Assuming you are the type of person who still reads local print newspapers, you might wonder what those “Notice to...
Read More → “Many seniors may be more focused on their bucket lists, than worrying about having their financial affairs in order.” Seniors...
Read More → Do you remember that episode of the U.S. version of “The Office” where Michael Scott thinks he can seek bankruptcy...
Read More → “Our inherent nature to delay the inevitable can lead the ones we care about into financial chaos. To avoid chaos,...
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Selecting someone to make health care decisions for you when you are unable, requires a great deal of trust and...
Read More → Most of us do not want to think about our own funeral, but it is an issue we should all...
Read More → During your lifetime, your retirement account has asset protection, but as soon as you pass that account to a loved...
Read More → The Veterans Administration has a program for wartime veterans and their widowed spouses to guarantee a minimum income for veterans...
Read More → Changes in the law can affect your estate plan without you realizing it. This is one reason why it is...
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In an early episode of the long-running family sitcom “The Simpsons,” Homer and Marge are looking to buy their first...
Read More → One of the common goals of Wisconsin estate planning is to avoid the need for guardianship. A guardian in this...
Read More → There are many estate planning tools available in Wisconsin to individuals who want to transfer property without going through the...
Read More → One of the more complicated aspects of estate planning is that while probate, or the process of transferring property upon...
Read More → When you are creating a will or revocable trust as part of your estate plan, you need to think carefully...
Read More → What is an Estate Inventory? The estate inventory, as the name suggests, is a listing of all property owned by...
Read More → A Living trust is a flexible estate planning device that you can amend, modify, or revoke at any point during...
Read More → When someone passes away with property titled out of state, transferring those assets to their rightful owner can become more...
Read More → Right of Survivorship in Wisconsin Wisconsin is one of nine states with community property laws that can have a major...
Read More → Planning for your burial is another important part of one’s estate that can often be overlooked when it comes time...
Read More → When it comes time to plan your estate, there are many ways to pass on real estate to avoid paying...
Read More → A Wisconsin man who claims that notorious California cult leader Charles Manson, who orchestrated the gruesome Manson Family murders in...
Read More → Reviewing your estate plan and updating the beneficiaries on your retirement accounts is important anytime you have a major life...
Read More → While planning for a catastrophic accident is something we may never want to think about, creating a health care power...
Read More → Creating a will and planning your estate is an incredibly important process that all adults need to think long and...
Read More → The time it can take for an estate to pass through a probate court in Wisconsin depends on many factors...
Read More → If the probate court decides the estate needs to undergo formal probate, it could take much longer and become more...
Read More → Keep your estate settlement simple; Avoid the court-supervised Probate process when you die; Avoid federal and state estate and gift...
Read More → Are You Making Some of the Biggest Estate-Planning Mistakes? There are some things we just don’t like to think about,...
Read More → People often ask us to explain the difference between a revocable and an irrevocable trust. That’s a tough one because...
Read More → The timing of your legal planning to avoid losing assets to nursing home expenses is so critical, we are not...
Read More → One of the biggest problems that senior citizens ages 65 and older face are that they are frustrated by the...
Read More → Charities don’t pay income tax when they are the beneficiary of an IRA. Leave your non-IRA assets to individuals –...
Read More → Alternatives to Full Probates in Wisconsin A lot of people have a fear of probate. Technically speaking it is a...
Read More → Much like life insurance that goes to the individual named in the policy, the retirement plan goes to the individual...
Read More → But almost every family who engages in estate planning has assets that have appreciated in value. That means there is...
Read More → We’ve talked to many Wisconsin families about things that they had done in an effort to protect their money from...
Read More → A lot of people do not understand the landscape of how an IRA or retirement plans pass to beneficiaries. They...
Read More → The Most Important Thing You Can Do For Your Aging Parents How to Ensure Your Parents Don’t Lose Their Home,...
Read More → The best retirement to-do list should always include estate planning. However, the first step is to make that decision to...
Read More → Probate is a court case that one file against themselves on behalf of their creditors. Here’s some history of probate:...
Read More → Advance care directives are not just for the aging and disabled. Anyone can become incapacitated unexpectedly whether by accident, stroke,...
Read More → Incapacity Considerations For Comprehensive Estate Planning Recognizing the potential for incapacitation as part of your Wisconsin estate plan is important...
Read More → It’s one of the most emotional topics to deal with, yet the last thing you want to do is leave...
Read More → As you begin planning for retirement and doing general estate planning, do not overlook the importance of end of life...
Read More → IRA’s can be complex and confusing sometimes. There are so many rules and laws that must be followed to avoid...
Read More → Retirement planning and contributions have been a part of America since 1875 when they were first introduced to the workforce...
Read More → In 2014, the World Health Organization revealed that globally, there were 1.24 million road deaths, 1,320 deaths from airplane crashes,...
Read More → Estate planning is usually low on a person’s list of priorities until a life event occurs that forces the person...
Read More → Seniors are facing several financial issues as they near retirement age – they are living longer and they are entering...
Read More → When computers are being used in kindergarten classes to teach computer skills, it is a glaring sign that our society...
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Digital assets have become one of the leading problems in estate planning because attorneys are rushing to catch up with...
Read More → Will I Owe Estate Tax? You may have read recently a great deal about the debate regarding estate tax making...
Read More → Owning and operating a small business is the dream of many Americans. Through hard work and dedication, this dream comes...
Read More → It can be difficult caring for elderly parents, especially if your parents are suffering from dementia or Alzheimer’s disease. Caring...
Read More → When you read articles or blogs about estate planning, they mostly focus on married couples or people with children. Very...
Read More → It has been a bit over a year since the tragic death of actor and comedian Robin Williams; however, the...
Read More → Your Funding Options The first part of planning for long-term care is realizing that, a) most of us will need...
Read More → Minor Children as Beneficiaries No parent wants to think about leaving their minor children behind in the event of a...
Read More → Making Awkward Financial Discussions Easier for Everyone Do you have someone in your life such as a spouse, a parent,...
Read More → One common way to avoid probate of real estate after the owner dies is to hold the title to the...
Read More → Social Security Traps That Cost You Money Most people assume that Social Security will take care of them when they...
Read More → According to a 2012 study sponsored by Allianz Life Insurance Co. of North America, baby boomers and senior citizens considered...
Read More → When a wartime veteran or a surviving spouse needs long-term care, VA benefits will help pay for this long-term care....
Read More → When we are young, we think that we have all the time in the world to do “adult” things such...
Read More → Are you planning a big trip this year? If so, you may have already begun jotting down your travel to-do...
Read More → For many seniors, few things are more intimidating than the thought of a required stay in a nursing home. In...
Read More → In the next few weeks, we will be reaching out to our clients and referral partners to inform them of...
Read More → One common objective among people planning their estates is avoiding probate and many of the people who seek to avoid...
Read More → In recent years, many studies and reports have discussed the problem of the abuse of the legal procedures of guardianship...
Read More → The Attorney General for Minnesota, Lori Swanson, has recently opened a new chapter in an ongoing battle waged by her...
Read More → Today, many people have very diverse assets. Ever-increasing numbers of people have more and more assets that distribute outside a...
Read More → Everyone who creates an estate plan hopes that the settling of their estate will proceed smoothly and quickly. Unfortunately, though,...
Read More → One concern many people have when they set about to plan their estates revolves around a challenge to their wills...
Read More → A man’s death without an estate plan triggered a protracted legal squabble between his children and their stepmother over a...
Read More → The weather this time of year inspires many to contemplate warm, sunny escapes. For some, this involves a timeshare property....
Read More → Every family has its own unique set of needs and goals in relation to estate planning, and every family needs...
Read More → When your heirs receive their inheritance, will the gift be vulnerable to attack in bankruptcy, divorce, or fortune-seeker’s lawsuit? It...
Read More → Medical practitioners and social workers across Wisconsin have joined the chorus of estate planning attorneys throughout the state in hailing...
Read More → It is perhaps the most traumatic and stressful news a person can receive: you or a loved one has been...
Read More → A component of the new state budget that cleared the state legislature back in June could have a substantial impact...
Read More → Today, more and more families rely upon assisted reproduction technologies in order to conceive a child or children. According to...
Read More → Wisconsin law permits Wisconsinites to create a “Declaration to Physicians,” often commonly known as a “living will,” to provide instructions...
Read More → Many Wisconsin residents, as they set about creating an estate plan, give considerable thought to the distribution of their assets....
Read More → New York City may be a long way from Madison, both literally and figuratively, but the facts surrounding the death...
Read More → While your living trust or will is a very important document, a comprehensive estate plan goes beyond just a plan...
Read More → For many people, especially seniors, one of their greatest goals is to leave a legacy for their families, be it...
Read More → You’ve spent a lifetime accumulating wealth with the hope of leaving a legacy after you pass away. However, you know...
Read More → We hear of scam artists taking advantage of the elderly far too often. These incidents tend to involve caregivers, persons...
Read More → As we begin the new year, we resolve to do things to make our lives better in 2013. Usually, resolutions...
Read More → Estate planning is probably not something that seems to be relevant when a couple is going through a divorce. People...
Read More → Nobody likes to think about incapacity but it is something that everyone must deal with, as they age. This is...
Read More → As we ring in the year 2013, millions of individuals will face as much as a 20% increase in estate...
Read More → Americans over 60 are increasingly choosing to live with a romantic partner in lieu of marriage. According to the 2008-2010...
Read More → The question of who will inherit your money or property when you die is an important one. Too often, individuals...
Read More → Although nearly all property owners choose to protect their investment in the event of an unexpected catastrophe by purchasing insurance,...
Read More → Servicemen and women facing deployment obviously have a lot to think about, including estate planning. With proper legal and financial...
Read More → Do you have a plan in place to protect all of your assets following your death? Before you answer, consider...
Read More → On average, women in the United States live five years longer than men do. Up to 70 percent of the...
Read More → The concept of creating living wills began about 50 years ago. A living will is a document that outlines your...
Read More → Because people are living longer, their chances of incapacity before they die has increased dramatically in recent years. Recognizing the...
Read More → The federal government’s $5.12 million lifetimes gift-tax exemption for individuals and $10.24 million exemption for married couples is currently scheduled...
Read More → A comprehensive estate plan should be dynamic and will often require modifications as your circumstances and wishes change over time....
Read More → Many people are reluctant to discuss their end of life wishes. Unfortunately, unexpected health problems like a heart attack often...
Read More → Increasingly, states in the U.S. are permitting domestic partnerships, civil unions, and marriage for same-sex couples. Although New York, Iowa,...
Read More → Probate is the legal procedure used to transfer someone’s assets after their death. Any Wisconsin estate that is valued in...
Read More → Have you thought about how your death will affect the financial health of your loved ones? Proper estate planning is...
Read More → TL;DR: Wisconsin estate planning for family farms requires careful attention to estate administration, as proper planning can help avoid probate,...
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The Probate Process in Wisconsin TL;DR; In Wisconsin and other states, probate is the legal procedure through which a person’s...
Read More → TL;DR: Millions of Americans act as caregivers, yet many lack legal authority to make critical decisions—highlighting the importance of advance...
Read More → TL;DR: In a recent Wisconsin Probate case, the Wisconsin Court of Appeals ruled that an 88-year-old man’s intent to forgive...
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