Probate in Wisconsin: From Discovery to Filing, How to Successfully Catalog Estate Assets
Probate in Wisconsin requires accurate asset inventory and filing. Learn how to catalog estate assets, meet deadlines, and avoid costly...
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Probate
Estate Planning
Wisconsin Estate Planning: A Roadmap to Protecting Loved Ones with Special Needs Trusts
Wisconsin estate planning explains special needs trusts, helping protect assets, preserve benefits, and secure long-term care for loved ones with...
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Probate
Probate in Wisconsin: Why It’s Taking So Long and Common Estate Hurdles Explained
Probate in Wisconsin can be delayed by creditor claims, disputes, and court backlogs. Learn common hurdles and how to speed...
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General
World Health Day: Why Global Health Awareness Matters More Than Ever
World Health Day highlights the importance of global health awareness, preventive care, and strong healthcare systems for a healthier future...
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Estate Planning
Wisconsin Estate Planning: Wills vs. Trusts for Protecting Your Home-Grown Assets
Wisconsin estate planning compares wills vs trusts, helping you protect assets, avoid probate, and create a clear, secure plan for...
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Probate
Wisconsin Probate and Property: A Guide to Real Estate Transfers
Wisconsin probate explains real estate transfers, property distribution, and title changes, helping families navigate estate property and avoid costly delays.
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Estate Planning
Wisconsin Estate Planning: Understanding Trust Distributions for Control and Structure
Wisconsin estate planning explains trust distributions, helping you control asset distribution, protect beneficiaries, and structure your legacy with clarity and...
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Estate Planning
Wisconsin Estate Planning: Why It’s Essential When Intestacy Laws Take Over
Wisconsin estate planning helps you avoid intestacy laws, control asset distribution, protect your family, and reduce probate risks with a...
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General
April Fools Day: The History of April Fools’ Day and Why We Love Practical Jokes
April Fools Day explores the history, traditions, and humor behind practical jokes, revealing why this global celebration continues to bring...
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Estate Planning
Wisconsin Estate Planning 101: Why an Unfunded Trust Often Fails
Wisconsin estate planning explains why an unfunded trust fails, how to properly fund it, and how to avoid probate while...
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Probate
Wisconsin Probate: How Unpaid Taxes and Government Claims Are Handled
Wisconsin probate explains how unpaid taxes and government claims are handled, helping executors manage debts, protect assets, and settle estates...
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Estate Planning
Wisconsin Estate Planning: 5 Medicaid Myths That Could Cost You Thousands
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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Estate Planning
Wisconsin Estate Planning: Asset Protection Tips to Prevent Family Feuds and Maximize Security
Wisconsin estate planning helps protect assets, avoid probate, and secure your wealth with proven strategies for long-term financial and legal...
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Estate Planning
Wisconsin Estate Planning for Blended Families: Preventing Family Feuds Before They Start
Wisconsin estate planning for blended families helps prevent disputes, protect assets, and ensure fair inheritance for spouses and children.
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General
National Medal of Honor Day: Understanding Its History, and the Heroes Behind It
Honor National Medal of Honor Day while learning how estate planning helps preserve your legacy, values, and family’s future.
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Estate Planning
Wisconsin Power of Attorney: A Complete Guide to Financial, Medical, and Durable Forms
Wisconsin Power of Attorney explained. Learn financial, medical, and durable POA forms to protect your decisions and estate planning needs.
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General
National Cocktail Day: Classic Cocktails and the Stories Behind Their Origins
Celebrate National Cocktail Day while learning how estate planning helps preserve your legacy, assets, and family traditions for the future.
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Probate
Wisconsin Probate: How Trusts Can Minimize Probate Court Involvement
Wisconsin Probate can be minimized with trusts. Learn how revocable living trusts help avoid probate court and simplify estate planning.
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General
Spring Equinox: Celebrating Seasonal Renewal and Planning for What’s Ahead
Celebrate the Spring Equinox with smart planning. Learn how seasonal renewal is the perfect time to update your estate plan...
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Probate
Wisconsin Probate: When Probate Goes Wrong and Common Causes for Litigation
Wisconsin Probate can lead to disputes if plans fail. Learn common causes of probate litigation and how to protect your...
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Estate Planning
Wisconsin Estate Planning: Protecting Special Needs Heirs Without Losing Benefits
Wisconsin Estate Planning helps protect special needs heirs without losing benefits. Learn how trusts preserve SSI and Medicaid eligibility.
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General
St. Patricks Day: From Religious Feast to a Global Celebration
Explore St. Patricks Day history and its global roots while learning how estate planning helps preserve your family’s legacy and...
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Estate Planning
How to Prevent a “Digital Lock-Out” with Smart Wisconsin Estate Planning
Protect your legacy with Wisconsin Estate Planning. Learn how to prevent digital lock-outs and secure your online assets for your...
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Estate Planning
Which Trust Fits Your Life? A Deep Dive into Wisconsin Estate Planning
Compare Wisconsin revocable vs. irrevocable trusts. Learn how to avoid probate, protect assets from nursing home costs, and maximize Wisconsin...
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Probate
Wisconsin Probate Simplified: Choosing Between Formal and Summary Administration
Navigating Wisconsin probate? Compare formal vs. summary administration, learn the $50,000 small estate threshold, and find the fastest way to...
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Probate
Wisconsin Probate: How Heirs Are Identified When Beneficiaries Can’t Be Located
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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Estate Planning
Estate Planning Wisconsin: Comprehensive Strategies for Families and Business Owners
Master estate planning in Wisconsin. Learn about marital property laws, avoiding probate, and business succession strategies for Madison and Milwaukee...
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Probate
Navigating Wisconsin Probate: 10 Essential Documents to Gather Today
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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Elder Law
Understanding Wisconsin Elder Law: Why Healthcare Directives Are Non-Negotiable
Learn why healthcare directives are vital in Wisconsin elder law. Protect your medical wishes and avoid court guardianship with a...
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Probate
Probate Disputes Explained: How and Why Will Contests Arise
Probate disputes explained: Learn how will contests arise, common legal grounds for challenging a will, and how contested estates affect...
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Elder Law
Wisconsin Elder Law: 3 Errors That Could Cost You Your Family Home
Wisconsin Elder Law guide: 3 Medicaid planning mistakes that could cost you your family home and how to protect it...
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Probate
Wisconsin Probate: How Out-of-State Assets Can Complicate Your Case
Wisconsin Probate guide to handling out-of-state assets. Learn about ancillary probate Wisconsin rules and multi-state estate administration.
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General
Read Across America Day: Why Reading Still Matters in the Digital Age
Celebrate Read Across America Day: explore the importance of reading, fostering lifelong learning habits, and building routines in the digital...
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Estate Planning
Brookfield Estate Planning: Managing Your Digital Legacy After You’re Gone
Brookfield Estate Planning for digital assets. Learn how to manage digital legacy, protect online accounts, and secure your cryptocurrency and...
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Probate
Wisconsin Probate: A Guide to the Final Steps of Closing an Estate
Wisconsin Probate guide to the final steps of closing an estate. Learn how to distribute assets, handle taxes, and secure...
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Probate
Brookfield Probate: 5 Ways Executors Risk Their Own Assets
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
Elder Law Wisconsin: When to Step In and Support Aging Parents
Elder Law Wisconsin guidance on when to step in for aging parents. Learn signs parents need help, legal options, and...
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Estate Planning
Estate Planning Brookfield: Protecting Blended Families and Issues That Need Extra Care
Estate Planning Brookfield families need for blended households. Learn how to protect spouses, stepchildren, and assets while avoiding disputes under...
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Probate
Wisconsin Probate: How Family Disputes Can Affect the Outcome
Family disputes can complicate Wisconsin Probate. Learn how inheritance conflicts, contested wills, and litigation risks affect timelines and estate outcomes.
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Estate Planning
Wisconsin Estate Planning: How Powers of Attorney Work Together in a Complete Estate Plan
Wisconsin Estate Planning requires both financial and healthcare powers of attorney. Learn how these documents work together to protect you...
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Elder Law
Long-Term Care Planning in Brookfield: A Local’s Guide to Protecting Your Future
Long-Term Care Planning in Brookfield helps families protect assets, qualify for Medicaid, and secure quality care. Learn your options for...
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Probate
Wisconsin Probate: What Usually Causes Delays, and How to Expedite the Process
Learn what causes delays in Wisconsin Probate and how to speed up the process, including timelines, creditor claims, disputes, and...
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Elder Law
Long-Term Care Planning in Wisconsin: Legal Options Families Should Compare
Learn how Long-Term Care Planning in Wisconsin works, including Medicaid options, asset protection strategies, and legal tools families should compare.
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Estate Planning
Estate Planning Wisconsin: Why Generic Estate Planning Documents Often Create Legal Problems
TL;DR Online templates and DIY kits promise quick, affordable solutions for protecting your family’s future. But when it comes to...
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Probate
Wisconsin Probate: Understanding Intestate Succession and No-Will Inheritances
Learn how Wisconsin Probate works when someone dies without a will, including intestate succession, heirs, and estate distribution rules.
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Estate Planning
Brookfield Estate Planning: Trusts vs. Wills — A Practical Guide for Brookfield Families
Brookfield Estate Planning guide to trusts vs wills. Learn how Wisconsin trust and will planning protects family assets and avoids...
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Estate Planning
Wisconsin Estate Planning: Adjusting After a Major Medical Diagnosis
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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Probate
Wisconsin Probate: The Role of the Probate Judge and What Decisions the Court Actually Makes
Learn how Wisconsin Probate judges oversee estates, what decisions courts actually make, and when judge involvement is required in probate...
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Elder Law
Brookfield Elder Law: Legal Tools That Protect Your Independence
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
How Estate Planning Protects Adult Children From Legal Chaos Later
Estate Planning protects adult children from legal chaos, disputes, and confusion. Learn how clear planning safeguards families long-term.
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Probate
The Complete Guide to Handling Wisconsin Probate Real Estate Without a Trust
Wisconsin Probate Real Estate can be complex without a trust. Learn how selling, timelines, and court rules affect property during...
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Estate Planning
Choosing the Right Fiduciary: Trustees, Agents, and Personal Representatives Explained
Choosing the Right Fiduciary is critical to estate planning. Learn how trustees, agents, and personal representatives differ, and how to...
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Estate Planning
Is Your Estate Planning in Wisconsin Up to Date? A Guide to Keeping Your Legacy Secure
Is your estate planning in Wisconsin up to date? From the Marital Property Act to digital assets, learn why refreshing...
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Probate
Probate in Wisconsin: What Families Wish They Had Known Earlier
Probate in Wisconsin often surprises families. Learn what families wish they knew earlier and how proactive planning can reduce stress...
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Estate Planning
Planning With Heart: Estate Planning Tips to Protect Your Loved Ones
Estate planning tips that focus on protecting loved ones, preserving values, and creating peace of mind through thoughtful, family-focused planning.
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Probate
Probate in Wisconsin: Steps That Save Families Time and Stress Before a Loss
Probate in Wisconsin doesn’t have to be stressful. Learn how pre-loss planning can save families time, reduce court delays, and...
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Estate Planning
Wisconsin Estate Planning: Conversations Families Avoid, and Why That Creates Bigger Problems Later
Wisconsin Estate Planning guide on conversations families avoid, and how silence creates inheritance conflicts, delays, and bigger legal problems later.
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Estate Planning
Estate Planning Madison WI: How Madison Residents Can Reduce Legal Delays
Estate Planning Madison WI guide to reducing legal delays. Learn how trusts, beneficiaries, and proactive planning help families avoid probate...
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Probate
Wisconsin Probate: What Happens After Probate Is Filed — A Plain-English Breakdown
Wisconsin Probate explained in plain English. Learn what happens after probate is filed, key deadlines, and how the estate administration...
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Power of Attorney
Why Power of Attorney Should Be Reviewed at the Start of Every Year
Power of Attorney documents should be reviewed yearly. Learn why updates matter, how laws change, and how to keep your...
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Estate Planning
Estate Planning Madison WI: Legal Issues for Multigenerational Families
Estate Planning Madison WI for multigenerational families. Learn how to protect family assets, avoid common mistakes, and preserve your legacy.
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Probate
Wisconsin Probate: A Guide to Which Jointly Owned Assets Transfer Automatically
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
Elder Law Planning: How It Protects Independence as Families Age
Elder Law Planning helps protect independence, dignity, and financial security as families age through proactive legal planning and care strategies.
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General
National Hugging Day: Why Human Connection Still Matters
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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Probate
What Makes Probate In Madison Different From Other Wisconsin Cities
Learn what makes Probate In Madison different, from local court practices to timelines, costs, and filing requirements in Dane County.
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General
National Cheese Lover’s Day: Why Wisconsin’s Cheese Culture Matters
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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Probate
Wisconsin Probate Timeline: How Court Filings Impact the Probate Process
Learn how court filings shape the Wisconsin Probate Timeline, including deadlines, delays, and what impacts how long probate takes.
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General
National Popcorn Day: Why the Best Ideas Start Small
Celebrate National Popcorn Day with a fresh perspective on how small ideas and simple planning steps can create a big...
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Estate Planning
Legal Planning Priorities for Madison Families: Tips from an Estate Planning Attorney in Madison
An Estate Planning Attorney in Madison shares legal planning priorities to protect families, children, and assets under Wisconsin law.
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Probate
Probate Red Flags: What Do Families Need To Watch Out For
Learn the most common Probate Red Flags, from executor misconduct to missing assets, and when families should seek legal help...
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Estate Planning
Estate Planning for Blended Families in Madison: A Comprehensive Guide from a Madison Estate Planning Attorney
A Madison estate planning attorney explains how blended families can protect children, spouses, and assets under Wisconsin marital property law.
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Probate
10 Things Your Madison Wisconsin Probate Attorney Wants You to Know
A Madison Wisconsin probate attorney explains the probate process, costs, timelines, executor duties, and how to avoid common probate mistakes...
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Estate Planning
Estate Planning Wisconsin: How to Update Your Estate Plan After Moving to the Wisconsin
Estate Planning Wisconsin guide for families moving to the state. Learn how Wisconsin laws affect wills, trusts, powers of attorney,...
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Probate
Creditors and Probate: How Outstanding Debts Are Handled in Wisconsin
Learn how creditors and probate work in Wisconsin, including handling outstanding debts, creditor claims, and estate settlement rules during probate.
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Estate Planning
Madison Homeowners: Legal Considerations When Property Changes Hands
Madison homeowners can avoid legal pitfalls by understanding property transfer rules, probate risks, and estate planning strategies when ownership changes.
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General
National Clean Off Your Desk Day: Why Clear Spaces Create Clear Thinking
National Clean Off Your Desk Day highlights how decluttering improves focus, mental clarity, and productivity by creating calm, organized workspaces.
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Probate
Probate and Executor Authority: What You Can and Cannot Do
Probate and Executor Authority explained: learn what executors can and cannot do, their legal limits, and how probate rules protect...
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General
Law Enforcement Appreciation Day: Honoring Service, Sacrifice, and Community Trust
Law Enforcement Appreciation Day honors service, sacrifice, and community trust while highlighting the importance of supporting those who protect us.
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Probate
A Local’s Guide to Madison Probate Procedures and Court Rules
Learn how Madison probate procedures work, including local court rules, timelines, and tips for navigating Dane County probate with confidence.
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General
National Joy Germ Day: How Positivity Spreads Faster Than You Think
National Joy Germ Day shows how positivity spreads through kindness, small actions, and community connection—often faster than we realize.
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Probate
7 Essential Tips for Handling Probate with Multiple Accounts
Probate with multiple accounts can be complex. Learn 7 essential tips to manage assets, avoid delays, and simplify estate administration.
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Probate
Probate In Madison: Estate and Probate Trends We’re Seeing Among Residents
Probate in Madison is evolving. Learn current estate and probate trends affecting local families and how proactive planning can make...
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General
National Bean Day: Small Ingredients That Power Big Outcomes
National Bean Day highlights how small ingredients like beans create big impact through nutrition, symbolism, and everyday value.
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Probate
Probate Wisconsin: Triggers to Identify and Situations Families Often Overlook
Probate Wisconsin families often face surprises. Learn common probate triggers, overlooked estate situations, and when probate is necessary under Wisconsin...
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General
National Bird Day: What Birds Teach Us About Balance, Focus, and Adaptability
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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Estate Planning
Legal Planning Madison: Why Are More Madison Families Choosing to Plan Ahead Now?
Legal Planning Madison families rely on proactive estate planning to protect assets, plan ahead legally, and secure their family’s future...
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Estate Planning
Estate Planning: Starting the Year Right With Smart Legal Moves in January
Estate Planning in January helps Wisconsin families update wills, trusts, and legal documents while starting the year with clarity and...
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General
New Year’s Day: A Fresh Start for Legal and Life Planning Resolutions
New Year’s Day is the perfect time for legal and life planning resolutions that support long-term goals, estate planning, and...
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Uncategorized
Legal Checklist Wisconsin: The Year in Review and Essential Legal Steps Every Wisconsin Family Should Take
Legal Checklist Wisconsin families can follow to review essential legal steps, update estate plans, and protect their family legacy before...
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General
New Year’s Eve: How to Reflect, Reset, and Step Into the New Year With Purpose
New Year’s Eve is the perfect time to reflect on the past year, reset priorities, and step into the new...
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Estate Planning
Estate Planning Madison: Why Residents Benefit From Localized Guidance
Estate Planning Madison residents trust benefits from local guidance. Learn how Wisconsin laws and personalized planning help protect families and...
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General
Financial Wellness Month: How Legal Planning Protects More Than Just Your Money
Financial Wellness Month highlights how legal planning supports financial health beyond money, protecting assets, family stability, and long-term security.
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Probate
Probate Wisconsin: What Wisconsin Families Should Prepare For the New Year
Probate Wisconsin families face in the new year can be simpler with preparation. Learn how to prepare for probate filing...
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Trusts
Trust Planning Madison: Why Residents Turn to Trusts for Greater Protection
Trust Planning Madison families rely on trusts for asset protection, estate planning for 2026, and long-term strategies under Wisconsin trust...
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General
Boxing Day Explained: From Old-World Customs to Modern Shopping Frenzies
Boxing Day explained—from British holiday origins and traditions to modern shopping frenzies and post-Christmas sales around the world.
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Estate Planning
Estate Plan: How Holiday Gatherings Are the Perfect Time to Discuss
Discover why holiday gatherings are the perfect time to discuss an estate plan and start meaningful family conversations with confidence.
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General
Christmas Eve Traditions: Why the Night Before Christmas Still Feels Magical
Explore why Christmas Eve feels magical, from cherished family traditions to seasonal rituals that create lasting holiday memories.
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Estate Planning
Legal Questions Madison Families Ask During the Holidays
Discover the top legal questions Madison families ask during the holidays, from estate planning to probate, and how to prepare...
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General
Festivus Holiday: The Unofficial Holiday That Became a Cultural Phenomenon
Learn about the Festivus Holiday, its quirky traditions, and how this unofficial celebration became a cultural phenomenon in modern society.
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Estate Planning
Closing Estates Wisconsin: The Final Step and How to Properly Do It
The probate process can feel long and overwhelming, especially for families already coping with loss. While much attention is given...
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General
Forefathers’ Day: Traditions and Truths Behind This Early American Holiday
Forefathers’ Day explores early American holidays, Pilgrim history, and traditions that shaped family legacy and American heritage.
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Wills
Wills in Madison: Why Every Family Needs a Will Before the New Year
Wills in Madison help families protect children, assets, and future plans. Learn why creating or updating a will before the...
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Probate
Madison Probate: How It Works When There Are Multiple Heirs
Madison probate with multiple heirs can be complex. Learn how shared inheritance works, common disputes, and how families can navigate...
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General
Twin Day Fun: Celebrating the Science, Stories, and Mystique of Twinhood
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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Estate Planning
Estate Planning: Why Updating Beneficiaries Before January Is a Smart Move
Estate planning tip: Updating beneficiaries before January helps avoid probate issues, align documents, and ensure your wishes are protected in...
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General
Wright Brothers Day: How the Wright Brothers Taught the World to Fly
Celebrate Wright Brothers Day by exploring how the Wright Brothers changed history through innovation, planning, and a vision that taught...
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Power of Attorney
Power of Attorney Madison: Why Retirees Should Review Their POA Documents Annually
Power of Attorney Madison planning helps retirees stay protected. Learn why reviewing POA documents annually is essential for legal and...
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General
Chocolate Covered Anything Day: The Joy of Dipping Literally Everything in Chocolate
Chocolate Covered Anything Day celebrates creativity, indulgence, and fun with chocolate treats, chocolate-dipped desserts, and joyful food traditions.
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Probate
What Happens to Debt in Probate? A Wisconsin Family Guide
Learn how debt in probate is handled in Wisconsin, including creditor claims, estate debt responsibility, and paying bills after death.
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General
Bill of Rights Day: Why the Bill of Rights Still Matters Today
Celebrate Bill of Rights Day by exploring why the Bill of Rights and the First Ten Amendments still protect civil...
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Probate
Madison Probate: When Families Need Local Legal Guidance
Learn how Madison probate works and why local legal guidance helps families navigate Wisconsin probate with clarity, confidence, and support...
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General
Gingerbread House Day: Why This Sweet Tradition Is the Ultimate Holiday Bonding Activity
Celebrate Gingerbread House Day with a look at its sweet history and why this nostalgic tradition remains one of the...
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Probate
Digital Assets and Probate: How Wisconsin Courts Handle Your Online Property
Learn how digital assets and probate are handled in Wisconsin, including rules for online accounts, crypto, and digital property rights...
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General
National Noodle Ring Day: A Retro Dish Making a Modern Comeback
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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Elder Law
Elder Law Wisconsin: Winter Safety & Legal Planning for Seniors
Learn how Elder Law Wisconsin and winter safety planning can protect seniors. Explore legal preparation, cold-weather tips, and strategies to...
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Probate
Madison Homeowners: How Property Transfers Work After a Death
Learn how Madison homeowners can transfer property after a death, navigate probate, and protect inheritance rights with Wisconsin’s real estate...
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Probate
Probate Challenges During the Holidays And How Families Can Avoid Them
Learn the most common probate challenges that arise during the holidays and how families can avoid disputes, delays, and year-end...
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General
Brownie Day Magic: How One Dessert Became a Cultural Icon
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
Trusts for Madison Residents: Understanding Local Laws and Local Benefits
Trusts for Madison residents offer powerful estate planning benefits. Learn how Madison trust laws work, local advantages, and why Wisconsin...
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General
National Sock Day: The Surprisingly Fun History Behind This Everyday Essential
Celebrate National Sock Day by exploring the fun history of socks, quirky traditions, cozy lifestyle trends, and why everyday items...
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Probate
Probate Process: How Personal Representatives Can Stay Organized
Learn how to stay organized during the probate process with expert tips for personal representatives, checklists, and estate administration management.
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General
Wildlife Conservation: 5 Everyday Actions That Actually Make a Difference
Discover five everyday wildlife conservation actions that protect animals and the environment. Learn how small choices create a lasting impact.
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Estate Planning
Estate Planning Checklist: Protecting Your Legacy Before the New Year
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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Estate Planning
Estate Planning Madison: Why Families Are Updating Their Legal Documents Before Year End
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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General
Mutt Day: Why Mixed-Breed Dogs Are the Real MVPs
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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Probate
Probate Deadlines in Wisconsin: What Families Must Handle First in December
Learn why Probate Deadlines matter most in December and what Wisconsin families must handle first to avoid delays and keep...
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General
Pie Day: Why This Sweet Tradition Still Wins for Family Connection
Celebrate Pie Day with sweet family traditions and meaningful moments. Discover why this simple seasonal celebration continues bringing families together.
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General
Black Friday: Spending Smart Without Regret
Learn how to approach Black Friday with smart, mindful spending. Discover tips for avoiding overspending and staying financially confident all...
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Probate
Probate Filing: Why January Is the Most Common Time
Discover why Probate Filing peaks in January. Learn about post-holiday probate trends, Wisconsin probate timelines, and key reasons estates start...
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Estate Planning
Estate Trustee: How to Choose the Right One
Learn how to choose the right Estate Trustee. Compare trustee vs executor roles, fiduciary responsibilities, and tips for selecting trusted...
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General
Thanksgiving: Gratitude, Gathering, and Giving Back
Thanksgiving is a time for gratitude, family gatherings, and giving back. Celebrate traditions, meaningful connections, and acts of kindness this...
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Wills
Executor of Will: What Happens When No One Is Named?
What happens when a will has no named executor of will? Learn how Wisconsin handles court-appointed representatives and how to...
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Estate Planning
Estate Planning: Why Family Gatherings Are the Best Time to Talk About Wills
Holiday gatherings create the perfect setting for meaningful Estate Planning conversations. Learn why discussing wills with family during the holidays...
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General
National Play Day With Dad: Creating Memories That Last a Lifetime
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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Probate
Probate and Summary Settlement: Understanding the Shorter Path
Learn how Summary Settlement offers a faster, simplified alternative to probate in Wisconsin. Understand eligibility, benefits, and key estate settlement...
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Power of Attorney
Power of Attorney for Incapacity: Protecting Seniors Before a Crisis Happens
Understand how a Power of Attorney for Incapacity protects seniors’ rights, supports families, and prevents legal complications through proactive planning.
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General
Great American Smokeout: A Fresh Start for a Healthier Tomorrow
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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Probate
How Attorneys Streamline Complex Probate Cases in Wisconsin
Learn how attorneys streamline complex probate cases in Wisconsin. Discover how legal guidance reduces delays, resolves conflicts, and simplifies estate...
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General
National Education Support Professionals Day: Recognizing Those Who Keep Schools Running
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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Estate Planning
Estate Planning for Newlyweds: Building a Strong Financial Future Together
Learn why newlyweds should prioritize estate planning to protect assets, combine finances wisely, and build a strong, secure future together.
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Probate
Probate Transparency: Why Clear Communication Builds Trust Among Families
Learn why probate transparency is essential for reducing disputes, building trust among family members, and ensuring smooth estate administration.
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General
National Butter Day: A Smooth Start to American Education Week
Celebrate National Butter Day and kick off American Education Week with traditions, learning activities, and fun ways to honor food,...
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Probate
Probate Notice: Understanding What It Means for Heirs and Creditors
Learn what a Probate Notice means for heirs and creditors in Wisconsin. Understand your rights, deadlines, and the estate settlement...
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Elder Law
How an Elder Law Attorney Helps Families Navigate Long-Term Care Decisions
Learn how an Elder Law Attorney helps families navigate long-term care, protect assets, and plan for the future with compassion...
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General
World Kindness Day: Small Acts That Make a Big Difference
Every November 13, the world pauses for a simple but powerful reminder that kindness is more than just a virtue;...
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Wills
Contested Wills in Wisconsin: Why Disputes Arise and How to Settle Them
Discover why contested wills arise in Wisconsin and how to resolve inheritance disputes effectively. Learn legal steps to protect your...
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Estate Planning
Estate Planning Wisconsin: How To Protect Your Family Homes and Generational Wealth
Protect your family home and generational wealth through smart estate planning in Wisconsin. Learn how trusts and legal tools safeguard...
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General
Veterans Day: Honoring Those Who Served and Sacrificed
Honor Veterans Day by celebrating heroes who served and sacrificed. Learn how to support servicemembers and protect their legacies through...
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Probate
Probate Beneficiary: What You Need to Know About Their Role
Learn what a probate beneficiary is, their rights, and responsibilities in Wisconsin’s probate process—and how legal guidance can protect your...
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General
Meaningful Relationships: Honoring Memories on National Forget-Me-Not Day
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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Probate
Wisconsin Probate Laws Explained: When Can You Skip the Process?
Learn when you can skip Wisconsin probate, from small estate procedures to trusts. Understand probate laws and how planning ahead...
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Elder Law
Financial Fraud: How Legal Planning Can Protect Wisconsin Seniors
Financial abuse targets vulnerable seniors every year. Learn how legal planning and elder law strategies can help protect your loved...
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General
Home Cooked Food: Celebrating National Men Make Dinner Day
Home cooked food brings families closer together. This National Men Make Dinner Day, celebrate home cooking, connection, and shared memories...
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Probate
Wisconsin Probate: Why Executors Need Legal Guidance
Navigating Wisconsin probate can be complex. Learn why executors benefit from legal guidance to manage estate administration and avoid costly...
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General
Stress Management: Taking a Moment to Breathe and Reset
Explore stress management techniques to help you pause, breathe, and reset this National Stress Awareness Day—because your peace of mind...
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Estate Planning
What Core Estate Planning Documents Do Wisconsin Adults Really Need?
Discover the key estate planning documents every Wisconsin adult needs to protect their assets, loved ones, and healthcare decisions for...
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Estate Planning
Digital Estate Planning: Who Inherits Your Digital Life?
Digital estate planning ensures your online accounts, passwords, and digital assets are managed according to your wishes. Learn how to...
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Wills
Dying Without a Will in Wisconsin: What Risks Does It Carry?
Dying without a will in Wisconsin means losing control over how your estate is distributed. Learn what happens under intestacy...
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General
Thanksgiving and Veterans: We Honor Service with Gratitude and Remembrance
This Thanksgiving, we reflect on our Veterans’ sacrifices with gratitude and remembrance; honoring their service and protecting the legacies they...
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Estate Planning
How Can Estate Planning for Blended Families Keep the Peace at Home?
Estate planning for blended families helps protect assets and prevent inheritance disputes. Learn how to build a fair, conflict-free plan...
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General
Love It or Hate It: Why Is Candy Corn Still America’s Favorite Fall Treat?
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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Probate
We Answer the 10 Most Common Wisconsin Probate Questions
Get answers to the 10 most common Wisconsin probate questions. Learn how the process works, what to expect, and how...
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General
National Cat Day: Celebrating Our Feline Friends
Celebrate National Cat Day with love, care, and compassion. Learn fun ways to honor your feline friends and support cat...
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Estate Planning
Passing the Torch: Business Succession Planning for Family Companies
Ensure your family business thrives for generations. Learn how strategic succession planning helps Wisconsin business owners protect their legacy.
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General
How Do We Truly Honor First Responders in Wisconsin?
Celebrate National First Responders Day by honoring those who protect our communities. Learn how to thank and recognize the heroes...
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Probate
How Long Does It Take for Probate in Wisconsin? Typical Timelines Explained
Learn how long probate in Wisconsin typically takes, including average timelines, key steps, and factors that affect estate settlement duration.
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General
Navy Day: Honoring and Celebrating the United States Navy
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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Probate
Probate and Property Transfers: What Happens to Real Estate?
Learn how property transfers work during probate in Wisconsin, the role of real estate in estate settlements, and how to...
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Power of Attorney
Who Should You Trust with Your Power of Attorney?
Learn what a Power of Attorney is, the different types available, and how to choose the right person to make...
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General
National Horror Movie Day: Celebrating Halloween on Screen
Celebrate National Horror Movie Day this Halloween with classic scary films and modern favorites. Explore why horror movies remain timeless...
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Probate
How Can Families Avoid Probate Conflicts and Stay United?
Learn how to avoid probate conflicts and keep your family united. Discover tips from Wisconsin estate planning experts on achieving...
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General
National Make a Dog’s Day with Subaru: Because Every Pup Deserves Love
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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Trusts
Trustee Responsibilities in Wisconsin: What Families Should Expect
Understanding trustee responsibilities in Wisconsin is key to proper trust administration. Learn what families should expect from trustees and how...
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General
What Makes Back to the Future a Timeless Classic?
Celebrate Back to the Future Day by revisiting the timeless 80s movie classic that made time travel, the DeLorean, and...
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Probate
Does Every Estate in Wisconsin Have to Go Through Probate?
Learn whether every estate goes through probate in Wisconsin. Discover key exceptions, small estate procedures, and ways to avoid probate...
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General
Celebrating Savory and Sweet: The Perfect Harmony of National Chicken and Waffles Day
Celebrate the balance of savory and sweet this National Chicken and Waffles Day. Discover the origins, recipes, and meaning behind...
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Special Needs
Special Needs Planning for a Child: 5 Essential Legal Tools to Keep in Mind
Discover essential legal tools for special needs planning — from trusts and guardianships to estate strategies that protect your child’s...
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General
How Can National Mulligan Day Inspire Second Chances in Life and Planning?
Celebrate National Mulligan Day — a reminder that everyone deserves a second chance. Explore lessons on resilience, growth, and starting...
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Estate Planning
How Can Estate Planning Help You Leave a Charitable Legacy That Lasts?
Explore how estate planning can help you leave a charitable legacy. Learn smart giving strategies to support causes you love...
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General
How Does Great Leadership Inspire Growth on National Boss’s Day?
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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Probate
Family Businesses and Probate: How Can Heirs Manage Financial Stress?
Learn how heirs can manage financial stress during the probate process for family businesses. Discover estate planning tips to protect...
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Estate Planning
Common Myths About Estate Planning: Why “I Don’t Have Enough” Could Cost You More Than You Think
Discover the truth behind common myths about estate planning and learn why it’s essential for everyone—not just the wealthy—to protect...
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General
What Makes National Dessert Day the Sweetest Celebration of the Year?
Celebrate National Dessert Day with delicious treats, sweet deals, and moments that make life sweeter. Discover recipes and ideas to...
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Probate
Executor’s Checklist: What are the 7 Key Duties During the Probate Process?
Learn the 7 key executor duties during the probate process—from managing assets to closing the estate. Expert guidance from Krause...
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General
National Train Your Brain Day: 5 Simple Steps to Keep Your Mind Sharp
Celebrate National Train Your Brain Day with 5 simple habits to keep your mind sharp. Learn effective ways to boost...
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Medicaid
How Can You Protect Your Home While Maintaining Medicaid Eligibility in Wisconsin?
Learn how to protect your home while maintaining Medicaid eligibility in Wisconsin. Discover essential planning strategies for long-term care and...
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General
10 Benefits of Walking Barefoot: Your Guide to Wellness on this National Walk to a Park Day
Celebrate National Walk to a Park Day by discovering 10 benefits of walking barefoot. Explore how connecting with nature promotes...
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Estate Planning
How Can a Trust and Will Work Together to Protect Your Legacy?
Learn how a trust and will form the foundation of a solid estate plan. Discover estate planning strategies for asset...
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Probate
How Can Families Ease the Hidden Emotional Costs of Probate?
The emotional costs of probate can deepen grief and stress. Learn how planning, support, and compassionate guidance can help families...
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General
Who Are the Everyday Heroes Behind National Hero Day?
Celebrate National Hero Day by honoring everyday champions — from caregivers to advocates — who show heroism through compassion, service,...
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Elder Law
How Does an Elder Law Attorney Protect Seniors from Financial Exploitation?
Learn how an Elder Law Attorney protects seniors from financial exploitation through legal safeguards, advocacy, and elder abuse prevention strategies.
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General
What are some Taco Day Ideas to make the Perfect Taco and the Perfect Legacy?
Celebrate National Taco Day with creative taco day ideas! Learn how to layer flavor, tradition, and fun while exploring the...
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Probate
Why Do Probate Services Take So Long to Settle?
Learn why probate services can take months to complete. Discover the causes of probate delays and how professional guidance can...
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General
What Makes Mentoring the Unsung Cornerstone of Growth?
Celebrate National Coaches Day by honoring mentors who inspire growth and leadership. Discover the importance of mentoring and thanking those...
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Estate Planning
Estate Planning Pitfalls: Are You Making These Common Mistakes That Could Cost Your Family?
Estate planning is one of the most important steps you can take to protect your family’s financial future. Yet, despite...
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Probate
Probate Services: Should You Choose Probate or Trust Administration for Your Family?
Discover the difference between probate services and trust administration. Learn how to choose the right estate planning path for your...
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General
National Name Your Car Day: What’s the Perfect Name for Your Ride?
Celebrate National Name Your Car Day by exploring why we name our cars, how to pick the best name for...
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Probate
Probate Attorney in Wisconsin: How Can Families Navigate the Probate Process?
Learn how a probate attorney at Krause helps families navigate the Wisconsin probate process, from estate administration to settling an...
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General
National Fire Pup Day: How Do Firefighters and Fire Dogs Inspire Legacy Planning?
Celebrate National Fire Pup Day by honoring firefighters, fire dogs, and the legacy of fire safety heroes who protect lives...
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General
Financial Planning Month: Are You Missing Estate Planning in October?
October marks Financial Planning Month, a timely reminder to evaluate your financial goals, strategies, and protections for the future. While...
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General
Love People Day: How Does Caring Build Stronger Communities?
Discover how Love People Day inspires compassion, caring for community, and acts of kindness to strengthen bonds and build strong...
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Estate Planning
Estate Planning Lawyer Brookfield: How Can They Help Veterans and Their Families Protect Their Legacy?
For veterans and their families, planning for the future means more than securing finances. It’s about honoring service, protecting loved...
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General
Veterans of Foreign Wars: How Does Their Service Shape a Lasting Legacy?
The Veterans of Foreign Wars (VFW) represent more than uniforms, medals, and ceremonies. They represent courage, resilience, and the enduring...
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Elder Law
Elder Law Attorney Madison: How Can They Help You Build a Legacy That Lasts?
An Elder Law Attorney in Madison helps families with estate planning, Medicaid planning, and legacy protection to build security that...
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General
Lasting Legacies: Why Do They Matter More Than One-Hit Wonders?
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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Estate Planning
Estate Planning Lawyer Oregon WI: Protecting Your Daughter’s Future with Smart Planning
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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General
Protecting Family Legacies: Why Every Generation Deserves Protection
Protecting family legacies means safeguarding wealth, values, and traditions. Learn how to secure inheritance and future generations with proper planning.
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Probate
Probate Attorney Brookfield: Supporting Families Through Life’s Transitions
A Probate Attorney Brookfield provides guidance through probate, trust administration, and estate transitions. Learn how families find support and peace...
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General
Women’s Health and Legacy: Why Health and Legacy Go Hand in Hand
Discover how women’s health and legacy go hand in hand. Learn why empowering women through wellness builds generational strength, balance,...
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Medicaid
Medicaid Planning Attorney Milwaukee: Reenergizing Families with Smart Strategies
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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General
Energy and Legacy: Recharge Your Life for Lasting Impact
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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Estate Planning
Estate Planning Lawyer in Madison: Planning for Families Across Generations
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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General
Celebrating Family Day: The Bonds That Last Generations
Celebrate Family Day with traditions, bonding activities, and meaningful connections. Discover why family bonds matter and how they last for...
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Elder Law
Elder Law Lawyer in Milwaukee: Supporting Families Through Life’s Transitions
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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General
Responsible Pet Ownership: Why Care Extends Beyond Family to Pets
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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Probate
Probate Attorney Brookfield WI: Protecting Every Member of Your Family
A probate attorney in Brookfield WI helps families navigate probate, protect heirs’ rights, and manage estate administration with guidance and...
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General
Air Force Legacy Lessons: Honoring Service and Shaping the Future
Explore Air Force legacy lessons, from core values to leadership and sacrifice, and discover how honoring service shapes families and...
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Probate
Probate Lawyer in Madison Wisconsin: Legal Rights Families Should Understand
A probate lawyer in Madison Wisconsin helps families understand heir rights, executor duties, costs, and the probate process to protect...
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General
What Constitution Day Teaches About Citizenship
Discover what Constitution Day teaches about citizenship, including the rights and responsibilities of citizens, and why this holiday still matters...
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Elder Law
Elder Law Attorney Milwaukee, WI: Supporting Parents and Their Loved Ones
Work with an experienced elder law attorney at Krause. From Medicaid planning to guardianship, get trusted support for your family’s...
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General
Celebrating Working Parents: Balancing Careers and Families
Discover with Krause how working parents balance careers and family. Explore challenges, strategies, and tips for achieving work-life balance while...
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Estate Planning
Estate Planning Lawyer in Oregon, WI: Learning the Basics of Protecting Your Family
Learn the basics with an estate planning lawyer in Oregon WI. Discover estate planning 101, protecting family with estate planning,...
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General
Benefits of Online Learning: Why It Shapes Lifelong Growth
Discover the benefits of online learning and how it shapes lifelong growth. Explore flexibility, personal growth, and digital learning advantages...
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Elder Law
Elder Law Lawyer in Madison WI: Encouraging Families Through Life’s Legal Challenges
An elder law lawyer in Madison WI provides guidance and encouragement for families navigating legal challenges, from care planning to...
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General
The Power of Encouragement: How Small Words Create Big Change
Discover the power of encouragement and how small words create big change. Learn the importance of encouragement and its lasting...
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Estate Planning
Estate Planning Attorney Brookfield WI: Protecting What Matters Most
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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General
Honoring Service and Legacy: Reflecting on Sacrifice and Commitment
Learn the importance of honoring service and legacy. Reflect on sacrifice, family values, and preserving legacies through planning and thoughtful...
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Probate
Probate Lawyer in Madison WI: Preserving Your Family’s Legacy
Work with an experienced probate lawyer in Madison WI to navigate probate, protect assets, and preserve your family’s legacy for...
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General
School Picture Day: Why Capturing Moments Matters
School Picture Day preserves moments, just as family caregiving preserves connections. Discover why sharing care matters and how to support...
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Elder Law
Elder Law Attorney Oregon WI: Helping Families Share the Care
An elder law attorney in Oregon, WI helps families share the care through Medicaid planning, asset protection, and elder law...
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General
The Importance of Sharing Care: Why It’s More Powerful Than Ever
Discover the importance of sharing care and why it matters more than ever. Learn the benefits of shared caregiving and...
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Estate Planning
Estate Planning Lawyer Madison WI: Charting Your Family’s Future
Looking for an estate planning lawyer Madison WI? Discover how estate planning services help families chart their future and protect...
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General
Lessons About Legacy: Exploring New Worlds with Star Trek
Discover timeless lessons about legacy from Star Trek. Learn how family values, planning, and storytelling build a lasting family legacy...
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Probate
Probate and Trust Administration Madison WI: Preparing for the Big Game of Life
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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General
Tailgating Traditions: Why Community and Connection Still Matter
Celebrate National Tailgating Day and discover how tailgating traditions remind us of the value of family, connection, and community in...
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Estate Planning
Estate Planning Lawyer Oregon WI: Delivering Peace of Mind to Families
Looking for an estate planning lawyer in Oregon WI? Learn how estate planning services bring peace of mind to families...
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General
Newspaper Carrier Day: Delivering Trust and Reliable Guidance
Celebrate Newspaper Carrier Day and the lessons of trust, reliability, and consistency. Learn how these values shape estate planning and...
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Probate
Probate Lawyer Brookfield WI: Striking the Right Balance for Families
A probate lawyer in Brookfield, WI helps families manage estate administration with balance and care. Learn how legal guidance eases...
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General
What Bowling Leagues Teach Us About Teamwork and Longevity
Discover how bowling leagues reveal the link between teamwork and longevity. Learn how teamwork management builds family resilience and lasting...
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Elder Law
Elder Law Attorney: A Second Look at Protecting Your Loved Ones
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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General
Taking Another Look: How Fresh Perspectives Shape Better Decision Making
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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Estate Planning
Estate Planning Lawyer Madison WI: Why Labor Day Is the Perfect Time to Plan Ahead
Introduction Labor Day often marks the unofficial end of summer; a moment when families gather, reflect, and look ahead to...
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General
The Power of Forgiveness: Why Letting Go Strengthens Families
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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Estate Planning
What Documents are Needed for Estate Planning?
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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Medicaid
What is Medicaid Planning?
At Krause Estate Planning & Elder Law Center, we offer comprehensive Medicaid planning services designed to help families protect their...
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Estate Planning
How to Talk to Parents About Estate Planning?
At Krause Estate Planning & Elder Law Center, we specialize in estate planning and elder law guidance, helping families create...
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Uncategorized
What’s the Difference Between a Will and a Trust?
At Krause Estate Planning & Elder Law Center, we focus on providing tailored estate planning solutions that meet the unique...
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Uncategorized
What makes a will valid in Wisconsin?
Krause Estate Planning & Elder Law Center is a trusted law firm dedicated to providing comprehensive estate planning and elder...
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Uncategorized
What is a child entitled to when a parent dies without a will in Wisconsin?
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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Uncategorized
What are the duties of an executor of an estate?
When it comes to planning for the future and ensuring your loved ones are cared for, having a trusted legal...
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Uncategorized
How to avoid probate in Wisconsin?
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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Uncategorized
Common Estate Planning Mistakes
At Krause Estate Planning & Elder Law Center, we provide comprehensive estate planning and elder law services designed to protect...
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Uncategorized
Can a will be contested after death?
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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Uncategorized
Can a surviving spouse change a joint will?
Krause Estate Planning & Elder Law Center is dedicated to assisting clients with a wide range of estate planning and...
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Uncategorized
When Should You Start an Estate Plan?
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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Uncategorized
What should be done if a sibling does not sign a probate?
Navigating the probate process can be challenging, especially when sibling disagreements arise and complicate matters further. At Krause Estate Planning...
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Uncategorized
What is a Probate Bond Waiver?
Creating a comprehensive estate plan is a crucial step in ensuring that your assets are managed and distributed according to...
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Elder Law
Understanding Medicaid: How to Qualify Without Losing Your Assets
Many people face the challenge of qualifying for Medicaid without losing their assets. Medicaid has strict income and asset limits,...
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Estate Planning
Why Now Is the Best Time to Create Your Will
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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Estate Planning
Executor Responsibilities: What Adult Children Need to Know When Parents Name Them in Their Estate Plans
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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Estate Planning
Estate Planning for Aging Parents: Important Questions for Adult Children to Ask
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
How Adult Children Can Support Their Parents in Estate Planning
Estate planning is an important aspect of preparing for the future, yet many parents may put off discussing their wishes...
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Power of Attorney
Avoiding Common Pitfalls in Power of Attorney Documents
Crafting a robust Power of Attorney document is integral to estate planning. It provides the assurance that your affairs will...
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Power of Attorney
When and Why Should You Update Your Power of Attorney?
Estate planning is a crucial aspect of securing your future and ensuring that your wishes are respected, particularly when it...
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Power of Attorney
Top 5 Common Misconceptions About Powers of Attorney
Estate planning is a meticulous process that involves various legal tools to ensure your wishes are honored and your assets...
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Estate Planning
When Do I Need to Change My Estate Plan During Divorce?
Going through a divorce is undoubtedly a difficult time, filled with emotional upheaval and significant life changes. Amidst all the...
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Uncategorized
Attorney Dan Krause Featured on The Morning Blend to Shed Light on Long-Term Care Financing
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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Asset Protection
How to Successfully Pass On Heirlooms
Navigating the world of estate planning can often feel overwhelming, especially when it comes to passing on cherished family heirlooms....
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Estate Planning
Can I Leave Family Members Out of My Will?
When writing a will, you might find yourself confronting difficult decisions. One such decision could be excluding certain family members...
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Probate
The Emotional Impact of Probate: Coping with Grief and Estate Settlement
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
Common Probate Mistakes to Avoid
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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Probate
Prioritizing Payments in Probate
Every estate planning journey involves a broad array of decisions, each with its own complexities and implications. Among these, understanding...
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Asset Protection
Decoding Asset Inclusion: A Comprehensive Guide to Identifying Key Items for Your Estate Plan
When it comes to estate planning, one of the most critical steps is identifying the key assets that will form...
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Asset Protection
Trust Certification: No Need to Disclose Your Entire Trust to Your Banker
In the world of estate planning and trust management, privacy is not just a luxury but a necessity. Often people...
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Power of Attorney
Medical Power of Attorney
When it comes to estate planning, one crucial document that often gets overlooked is the Medical Power of Attorney. This...
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Power of Attorney
Limited Power of Attorney
Limited Power of Attorney (LPOA) is a powerful legal tool that can greatly assist individuals in managing their estate and...
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Estate Planning
The Power of Empathy in Estate Planning
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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Asset Protection
Probate vs. Non-Probate Assets: What Happens to Your Property After You’re Gone
When you pass away, your family may undergo a complex process to ensure all your assets are correctly inherited. Even...
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Estate Planning
Protecting Your Legacy: Understanding Wisconsin Probate Laws
When it comes to estate planning, understanding Wisconsin probate laws is essential to ensure that your legacy is protected and...
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Probate
Peace of Mind for Your Loved Ones: The Importance of Estate Planning in Wisconsin
Dealing with the loss of a loved one is never easy. The emotional turmoil and grief can be overwhelming, and...
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Estate Planning
The Benefits of a Living Trust: A Comprehensive Guide
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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Estate Planning
What is a Qualified Charitable Distribution?
Older adults looking to give back and reduce their tax burden may find a solution with a qualified charitable distribution...
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Estate Planning
How Alzheimer’s and Dementia Impact Estate Planning
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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Asset Protection
Why Estate Planning is for Everyone
Estate planning is often considered a priority reserved for the elderly, but it should be approached proactively at any age....
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Aging
Can I Be Enrolled in Medicaid and Medicare at the Same Time?
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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Aging
How the Medicaid Spend Down Works
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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Elder Law
Most Common Questions About Medicaid
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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Asset Protection
Mistakes to Avoid in Asset Protection Planning
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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Asset Protection
Why You Need Asset Protection
When considering which assets need to be protected as part of an estate plan, it may seem like individuals or...
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Asset Protection
Protecting Your Assets After a Second Marriage
Getting remarried is a great opportunity many couples take advantage of. There are numerous reasons why someone would get remarried...
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Elder Law
Differences Between Medicare and Medicaid
As individuals near retirement, one of many questions they will ask themselves is how to pay for medical care. Two...
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Asset Protection
Questions to Ask if You Suspect Financial Elder Abuse
People will try to target the most vulnerable, including older individuals. In fact, the FBI estimates that $3 million is...
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Elder Law
Is it Beneficial to Hire an Elder Law Attorney?
It’s a common phrase – “Hope for the best, plan for the worst.” But planning for a future where someone...
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Estate Planning
Facts and Fiction About Living Trusts
There are multiple types of trusts available for individuals or couples. One of the more common types of trust is...
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Estate Planning
Advantages of a Single vs. Joint Trust
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
Trusting a Trust: Which Trust Option is Best For Your Family?
Estate planning is a great step to give your family peace of mind prior to your passing. Many individuals or...
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Estate Planning
An Essential Document For Your Estate Plan
Having an estate plan is critical to ensure your final wishes are upheld. No two estate plans are drawn up...
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Estate Planning
Planning Ahead – Paying for Long-Term Care
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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Estate Planning
How to Discuss Your Estate Plan with Your Family
The holidays usually mean families spending time together. While death may not be a good conversation to have at the...
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Probate
Avoiding Probate – What You Need to Know About Assets
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
Can I Go Through Probate Without an Attorney?
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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Estate Planning
Mental Capacity Requirements in Estate Planning
Attorney Dan Krause talks about mental capacity and what it means for estate planning. The threshold for mental capacity to...
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Trusts
What Does Fiduciary Duty Mean for a Trustee?
Attorney Dan Krause explains to trustees what their responsibilities and fiduciary duties are. Being a trustee means putting their personal...
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Medicaid
Medicaid’s $15,000 per year Gifting Rule Explained
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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Estate Planning
Difference Between a Living Will and a Living Trust
Attorney Dan Krause explains the differences between a Living Will and a Living Trust. While both are estate planning documents,...
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Probate
5 Questions to Ask a Probate Attorney
A probate attorney is not someone you usually have on speed dial – they are instead usually needed after a...
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Trusts
Why Choose a Trust Over a Will?
Attorney Dan Krause discusses the top 4 important reasons why families choose a Living Trust over a Will for estate...
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Elder Law
Asset Limits for Couples When a Spouse Qualifies for Medicaid
Attorney Dan Krause talks about Wisconsin Medicaid rules for a couple. There are asset limits for what a spouse can...
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Durable Power of Attorney
Limitations of Wisconsin’s Statutory Power of Attorney
Attorney Dan Krause talks about the Wisconsin statutory power of attorney and its limitations especially with regard to elder planning...
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Elder Law
Is it Legal to Plan for Medicaid?
Dan Krause, Wisconsin author and Elder Law Attorney, talks about the legality and ethics of doing Medicaid planning to leverage...
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Medicaid
Wisconsin Medicaid Asset Requirements
While Medicaid is a federal program, the states have extra options they can choose to offer. Similarly, each state has...
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Medicaid
5 Things You Need to Know About Medicaid Planning in Wisconsin
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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Medicaid
10 of the Benefits Medicaid Can Provide
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
This Is How You Can Avoid Probate in Wisconsin
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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Probate
This Is the Purpose of Probate
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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Estate Planning
Krause Estate Planning & Elder Law Center Becomes a Carbonfree® Partner
Making an estate plan is largely about protecting future generations, and at Krause Estate Planning & Elder Law Center, we...
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Probate
4 Things You Need to Know About Probate
When your loved one passes on, their estate will need to go through a process referred to as probate. Probate...
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Elder Law
Elder Law: Planning for Medicaid & Nursing Home Expenses
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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Advance Directives
When Can a Parent Legally Make an End-Of-Life Decision?
Twenty-one-year-old Damaire was brought to Erie County Medical Center in the early morning hours. Damaire’s father was told that the...
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Estate Planning
How a Charitable Remainder Trust Works
A couple lives well on their incomes, but the biggest asset they own is a tract of unimproved real estate...
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Advance Directives
What Estate Planning Documents Do You Need for Protection?
Wouldn’t your children be relieved to learn that you’ve done all the necessary advance estate planning so that if you...
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Estate Planning
What Mistake Did Hollywood Director John Singleton Make with his Estate?
John Singleton’s Estate Complications After Death Hollywood director John Singleton didn’t do his family any favors by committing the most...
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Beneficiary Designations
What Do I Do with My Investments if I Get a Divorce?
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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Estate Planning
What is a Special Needs Trust and How Can It Benefit My Family?
For the many people with special needs, Supplemental Security Income and Medicaid are critical sources of support for those with...
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Estate Planning
A Last Will or Living Trust: What’s Better To Accomplish My Goals?
Everyone knows what a last will and testament are. However, a will is not always the best way to distribute...
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Probate
Probate: What’s Your Experience Been in Handling These Matters?
Probate matters can be simple in some cases, while others are much more complicated. Some probate cases involve will contests,...
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Estate Planning
What Do I Need in My Estate Plan in Addition to a Will?
American Legion’s recent article, “Planning beyond the will,” says that it’s important that your estate planning papers are synced with...
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Aging
Consider A Power of Attorney as a Parent’s Condition Takes a Turn
An 80-year-old man had seizures several months ago. He was treated in the hospital and since then, has had some...
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Asset Protection
What Will New Acts of Congress Mean for Stretch IRAs?
The SECURE and RESA acts are currently being considered in Congress. These acts may impact stretch IRAs. A stretch IRA...
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Durable Power of Attorney
Death Happens when We’re Not Looking – Be Prepared
There are hard topics, like sickness and death, that estate planning prepares for. Then there’s the unexpected, says Wicked Local...
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Aging
Why are Senior Citizens So Vulnerable to Scammers?
The amount of money stolen from seniors is absolutely stunning, but what makes this worse is that victims are often...
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Beneficiary Designations
How Can Beneficiary Designations Wreck My Estate Plan?
It’s not uncommon for the intent of an individual’s will and trust to be overridden by beneficiary designations that weren’t...
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Estate Planning
What Did a CA Couple’s Grandkids Say That Led to a $750-mil Donation?
A substantial donation followed the events described by Stewart Resnick. He saw that, after some unusual winter weather in 2015,...
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Advance Directives
Managing an Aging Parent’s Financial and Legal Life
As parents age, it becomes more important for their children or another trusted adult to start helping them with their...
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Estate Planning
Should I Move All My IRAs to a Roth?
Medical expenses-often more a factor for retirees-can be taken as an itemized deduction, if you have taxable income to count...
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Aging
‘Aging in Place’ Presents Several Issues that Require Preparation
If aging in place is your goal, then long-term planning needs to be considered, including how the house will function...
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Advance Directives
What Documents Are Part of My Estate Planning “Must Have’s”?
Many people think that having an estate plan just means drafting a will or a trust. However, there’s much more...
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Beneficiary Designations
Does a Beneficiary of an Estate Need to Live in the U.S. to Inherit?
When a person dies without a will, who inherits and receives a distribution of his or her estate assets is...
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Estate Planning
Trusts: How Does it Work in My Estate Plan and Which Type is Best?
A trust can be a useful tool for passing on assets, allowing them to be held by a responsible trustee...
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Digital Assets
In This World Nothing is Certain but Death and Taxes
No one actually enjoys paying taxes, and few of us really want to think about our own death, but both...
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Aging
How to Help Your Elderly Parent Without Ruining Your Relationship
If you have elderly parents, you might have to step in at some point and provide caregiving services. Whether that...
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Uncategorized
Can a Transaction Occur if One Spouse is Incapacitated?
An elderly married couple wished to sell their home, but they had a big problem. The notary public refused to...
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Beneficiary Designations
Understanding Beneficiary Designations and Your IRAs
If you’re like most people, you opened that IRA many years ago. You may not have any idea who you...
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Asset Protection
Dark Side of Medicaid Means You Need Estate Planning
A woman in Massachusetts, age 62, is living in her family’s home on borrowed time. Her late father did all...
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Aging
Your Spouse Just Died … Now What? Tips for the Surviving Spouse
In many relationships, it’s common for one spouse to play money manager and the other to take a more passive...
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Beneficiary Designations
What Can I Do with Unspent Money in a 529 Plan?
Los Altos Online’s recent article, “How to use up leftover money in a 529 college savings plan,” says there several...
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Estate Planning
Estate Planning: What’s Best for You, a Will or a Trust?
That may be an idealistic portrayal, but there is some truth to it. It is no longer unusual for families...
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Estate Planning
What’s the Difference Between a Quitclaim and a Warranty Deed?
When you buy, sell, or transfer ownership of a property to another, you need to be aware of what type...
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Beneficiary Designations
What are Some Estate Planning Tips for People Without Kids?
If you and your spouse don’t have children, you still need to think about estate planning, as the focus of...
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Estate Planning
How Joint Tenancy Creates Estate and Tax Problems for Seniors
As parents age, families sometimes struggle with how to best keep their parents’ financial affairs in order. One common approach...
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Estate Planning
How Does a Probate Proceeding Work?
A Will, also known as Last Will and Testament, is a legal document that is used in probate court, if...
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Estate Planning
Why is Estate Planning So Important to Black Americans?
End-of-life planning or estate planning is something the black American community should tie into discussions with families. Many famous black...
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Business Planning
Succession Planning For Business Owners
A business owner without an estate plan, is a business owner whose business and personal estate are both in jeopardy,...
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Asset Protection
Can You Protect Your Home If You Need Medicaid?
Anyone who owns a home, whether a magnificent mansion or a modest ranch, worries about the possibility of losing the...
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Uncategorized
Estate Planning for Small Business Owners is a Necessity
Just as small business owners must plan for their own personal estate to be passed onto the next generation, they...
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Elder Law
Planning Ahead: How Much Will Long-Term Care Cost?
The recent article from MarketWatch, “This is how much long-term care could cost you, and don’t expect Medicare to help,”...
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Elder Law
How Elder Law Estate Planning for the Future Can Help Your Children
Seniors who are parents of adult children can make their children’s lives easier, by making the effort to button-down major...
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Uncategorized
Get the Most from Your Veterans Benefits
You probably take full advantage of the health services the Department of Veterans Affairs (VA) provides. However, you might be...
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Elder Law
So, What Does an Elder Law Attorney Really Do?
A knowledgeable elder law attorney will make certain that he represents the best interests of his senior client in a...
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Asset Protection
Estate Planning With Trusts: How Can They Help My Kids?
Young people like to keep things simple. Millennials don’t want their parents’ furniture or antiques. They want to be able...
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Durable Power of Attorney
Avoiding a Family Feud When Choosing a Power of Attorney
The challenge in tasking a family member or trusted friend as power of attorney is not just making sure they...
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Durable Power of Attorney
As We Age, Why Planning Ahead Is Always Better
Two stories of two people who managed their personal lives very differently illustrate the enormous difference that can happen for...
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Estate Planning
How to Design an Estate Plan with a Blended Family?
There are several things that a blended family needs to consider when updating their estate plans, says The University Herald...
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Retirement
Why the Secure Act May Make Your Retirement Less Secure
Congress can’t wait to get its hands on America’s retirement account assets, says The Wall Street Journal in the article...
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Estate Planning
What Happens When You Inherit Real Estate?
The number one question on most people’s minds when they inherit a real estate is whether they have to pay...
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Estate Planning
Think of Estate Planning as Stewardship for the Future
Despite our love of planning, the one thing we often do not plan for is the one thing that we...
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Estate Planning
Estate Planning: Get Your Ducks in a Row for Your Surviving Loved Ones
Families can get ripped apart permanently, because of problems with a close relative’s estate. Many problems are avoidable, by taking...
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Estate Planning
Review How Life Insurance Trusts Fit in with Estate Plans
Life insurance trusts have long been hailed as a smart way to provide financial protection for loved ones, while simultaneously...
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Aging
Nursing Home Care Costs and Your Estate Plan: Myth vs. Fact
Remember that the role of an elder law attorney is to be a client-centered advocate, which is a different assignment...
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Durable Power of Attorney
What’s the Importance of Having a Financial Power of Attorney?
Imagine that tomorrow you suddenly become severely ill or incapacitated. Who would take care of your finances? How would they...
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Estate Planning
What If My Beneficiary Isn’t Ready to Handle an Inheritance?
A recent Kiplinger article asks: “Is Your Beneficiary Ready to Receive Money?” In fact, not everyone will be mentally or...
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Durable Power of Attorney
Here’s Why a Basic Form Doesn’t Work for Estate Planning
However, some want you to believe that you need only purchase a form to have an effective estate plan. Using...
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Aging
What is a Medicaid Annuity?
What Is a Medicaid “Spend Down”? We see a common problem for many seniors as they age: They end up...
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Digital Assets
How Do I Include My Digital Assets in My Estate Plan?
It seems that every day we conduct more of our daily activities online. We increasingly all have a digital presence...
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Inheritance
Will Contests May Be Rare, but They Do Occasionally Happen
In an ideal world, wills and estate plans are created when people are the sound of mind and body, just...
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Durable Power of Attorney
Common Estate Planning Mistakes You Can Easily Avoid
Estate planning attorneys see them all the time: the mistakes that people make when they try to create an estate...
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Estate Planning
What You Need to Know about Trusts for Estate Planning
There are many different kinds of trusts used to accomplish a wide variety of purposes in creating an estate plan....
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Inheritance
Wisconsin Rules for Intestate Succession. No Will? Now What?
What Happens If a Person Dies Without a Will in Wisconsin? If a person dies leaving no will, the Wisconsin...
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Inheritance
Illinois Rules for Intestate Succession: No Will? Now What?
If a person dies leaving no will, the probate court follows the state’s rules for Intestate Succession. The following is...
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Elder Law
What Can I Do When My Aging Parent Refuses to Give Up Control?
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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Estate Planning
Why is Angelina Jolie Leaving Her Total Estate to Just One of Her Kids?
Angelina Jolie has made the decision to reward her son Maddox for supporting her during her divorce from Brad Pitt...
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Durable Power of Attorney
Here’s How You Know You’re an Adult: 10 Important Documents
Fifty is a little on the late side to start taking care of these important life matters. However, it is...
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Business Planning
Estate Planning Hacks Create More Problems In The Long Run
My idea: put our accounts in my wife’s name and put the land in our children’s names. The way I...
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Durable Power of Attorney
Estate Planning Documents and Medicaid Planning
The conversation that you have with an estate planning attorney, when you are in your thirties with a new house,...
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Advance Directives
Here’s Why You Need an Advance Health Care Directive
elAs a cognitively healthy adult, you have the right to be informed about the state of your health and make...
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Estate Planning
Why Do I Need an Executor (or Personal Representative)?
One of the main components of a Will is the portion where the person making the Will (the Testator) names...
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Durable Power of Attorney
What Are the Five “Must Have” Estate Planning Documents?
It’s important to have certain binding legal documents in place if you become disabled due to an illness or accident....
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Estate Planning
What’s Happening with Tom Petty’s Estate?
A legal battle between Tom Petty’s widow and his two daughters is reportedly holding back the release of the expanded...
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Uncategorized
Estate Planning with the Surviving Spouse In Mind
There are several major considerations that need to be evaluated before any provisions in the trust document are drafted with...
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Durable Power of Attorney
Celebrity Estate Battles Provide Valuable Lessons on Estate Planning
The biggest issues in inheritance and estate planning battles stem from Alzheimer’s disease, widowed stepmothers, and estate crime. Certain issues,...
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Estate Planning
Why Are Wills So Important In Estate Planning?
Estate planning can be tricky, which is why many people turn to attorneys to get the job done right. Drafting...
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Durable Power of Attorney
The Big Problem with Do-It-Yourself Online Wills
An estate planning attorney would much rather not see a family undergoing unnecessary stress and expenses. Do-it-yourself wills and online...
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Estate Planning
Estate Planning is Important, Even If You’re Single
Are you single with no kids and approaching retirement? If so, you probably have not given much thought to estate...
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Durable Power of Attorney
Powers of Attorney: What Are the Common Myths?
While most of us have heard of a power of attorney, or POA, many have misconceptions about them. The Lubbock...
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Estate Planning
Wills v. Trusts: What’s Right for Your Estate Planning Needs?
While we are young, many of us neglect to consider what will happen to our family and property after we...
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Estate Planning
How Do Family Relationships Mess Up Estate Planning?
According to a recent Key Private Bank poll of financial advisors, 80% said that working through family issues is the...
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Estate Planning
What is the Best Way to Leave an Inheritance to a Grandchild?
While everyone from brand new parents to great grandparents can benefit from the advice of a competent estate planning lawyer,...
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Durable Power of Attorney
Estate Planning to Avoid Hurt Feelings, Family Battles, and A Royal Mess
Without an estate plan in place, and that includes a will, power of attorney, and health care directives, dividing up...
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Estate Planning
Creating a Will: Estate Planning for Parents with Young Children
What would happen with your kids, should something happen to you? It’s a question that most parents don’t like to...
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Estate Planning
Making an IRA Part of the Estate Plan
You’re hoping to leave your loved ones a nice legacy and something that can enhance their financial security or help...
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Elder Law
Guns and Dementia: A Dangerous Combination
Having a loved one with dementia can be scary. However, if you add in a firearm, it can also get...
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Estate Planning
Estate Planning Attorneys Ask: Have You Accomplished This Critical Task?
There’s one critical move that a large number of older Americans have yet to make: creating a will. Motley Fool’s...
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Elder Law
What Are the New Rules for Veterans’ Benefits?
Under the new rules, veterans will be given three options for their benefits appeals. All three are designed to streamline...
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Beneficiary Designations
What is a Failed Testamentary Transfer and How Do I Prevent it From Happening?
What then happens when gifts made in a testamentary instrument, such as a will or a trust, lapse (fail) because...
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Estate Planning
In Estate Planning Does Anyone Really Need a Trust?
The simplest definition of trust is a three-party fiduciary relationship between the person who created the trust and the fiduciary...
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Business Planning
Why is Estate and Succession Planning a Process?
Succession planning is a process. 10 years of time goes by very quickly, so the earlier you can start having...
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Durable Power of Attorney
Power of Attorney: Do You Have One?
Wise incompetency planning usually includes the execution of a power of attorney. This document names an agent who can sign...
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Estate Planning
No Estate Taxes? You Still Need an Estate Plan
Increases in the estate tax exemption has an impact on how some people are thinking about life insurance, says ThinkAdvisor...
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Elder Law
How Caregiving Can Impact Older Women
Whenever significant numbers of people are unemployed or under-employed, the economy loses those wages, the income taxes, and everything that...
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Beneficiary Designations
Who Pays What Taxes on an Inherited IRA?
I’m the executor of my mother’s estate. She has an IRA where the beneficiary is her estate. When I withdraw...
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Beneficiary Designations
How Do I Include Retirement Accounts in Estate Planning?
While most estate planning focuses on the physical property, like your home, and liquid assets, such as investment accounts, retirement...
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Beneficiary Designations
How Do I Handle an Inherited IRA?
With an inherited IRA, in many cases, the parent is the original beneficiary and the children are the successor beneficiaries....
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Durable Power of Attorney
How Can I Protect a Loved One From Elder Abuse?
The (Lorain OH) Morning Journal’s recent article, “How to protect elder loved ones from abuse,” reports that the National Center...
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Beneficiary Designations
Estate Planning Review for 2019
Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio,...
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Estate Planning
How Can I Simplify the Probate Process for My Family? Beneficiary Designations
Many investments allow an investor to name a beneficiary of the asset upon death. The proper use of these beneficiary...
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Durable Power of Attorney
Why Do I Need an Estate Plan?
Estate planning isn’t only for the rich. Without a plan in place, there could be a long-lasting impact on your...
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Elder Law
How Do I Discuss Care With My Aging Parents?
The holidays can be a wonderful time spent with family you don’t get to see often. However, it can be...
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Estate Planning
Can I Give Real Estate to a Charity in my Estate Plan?
In unpredictable economic times, many donors may be wary of making large donations of cash, even to charities they would...
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Aging
Time for a Series of Conversations with Aging Parents
Just as parents know that at some point, the time will come to talk to their kids about “the birds...
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Durable Power of Attorney
Can a Substitution Be Named for a Power of Attorney?
Historically, the purpose of a power of attorney is to select an agent (and ideally, successor agents) to act, in...
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Advance Directives
Incapacity Management: Do I Have All The Right Documents?
A Power of Attorney is a vital document for every adult. This document allows you to appoint another person as...
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Estate Planning
What Should I Do for Retirement When I’m 50?
If you haven’t done these things by age 50, it could be too late to do them well. The year...
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Estate Planning
He’s 60. She’s 48. What Does Their Retirement Plan Look Like?
The Pew Research Center looked at the age gap in couples. For the most part, people marry someone close in...
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Elder Law
Will My Medicare Premiums Go Up Next Year?
A new surcharge tier will kick in for 2019 for people with the highest incomes. The Centers for Medicare &...
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Estate Tax
How Do I Calculate My Estate Taxes?
Most people are aware that estate taxes are owed on asset transference, but people tend to be foggy on the...
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Business Planning
Did Microsoft Founder Paul Allen Have an Estate Plan?
The question isn’t whether the secretive Microsoft founder structured his finances for maximum posthumous impact. It’s whether the estate plan...
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Retirement
The Retirement Money Question: How Much Is Enough?
“Most of us vastly underestimate the percentage of income we’ll need (for retirement). Here’s how to make sure you get...
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Estate Planning
Be Cautious If You’ve Inherited a Sizeable Amount
“My favorite aunt passed away last year, and I inherited $2,500,000 after her probate. The check came last week. It...
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Aging
Aging as a Solo Presents Unique Challenges
“Over 30 years ago, researchers and geriatricians identified an “elder orphan” (sometimes called a “solo ager”), as a person aging...
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Advance Directives
Preparing for the Inevitable: End of Life Decisions
“Are you ready for the end of life? Many of us can resolutely answer “no.” I am not implying preparation...
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Estate Planning
Legal Challenges for Grandparents Raising Grandchildren
“As opiate addiction has ravaged our communities, children are often left in the lurch, and grandparents and others trying to...
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Estate Planning
Mind the Gap: Estate Tax Cliff
“When the Tax Cuts and Jobs Act went into effect, many clients and advisors assumed that their days of worrying...
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Retirement
Ready To Retire? Worried About A Bear Market? Here’s How To Prepare
“For each year in which a bull market persists, workers become likelier to retire. However, those who leave the workforce...
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Estate Planning
The Time to Plan is Now and Not Later
“The client wanted her surviving spouse to have access to her work email, but her employer shut down the email...
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Estate Planning
BIG Retirement Mistakes You Might Make
Though retirement can be a fulfilling time in people’s lives, it can also be a stressful one. This especially holds...
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Retirement
A Completely Different View of 401(k)s and Retirement Savings
“A 401(k) plan ensures that you have money to spend during your retirement years. However, there are reasons why a...
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Estate Planning
Planning for the Sad Truth of Growing Old Together
“If you’re part of a married couple, it’s highly likely that one of you will become a widow or widower...
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Estate Planning
Celebrated Your 50th Birthday? Retirement Savings Considerations
The 50s are the time of life when your kids are starting to become more independent and may have already...
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Health Care Documents
Why You Should Have an Advance Directive
“An advance directive comes up frequently in conversations about health care decision-making, as people age. Their purpose is to provide...
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Estate Planning
Retirement Savings: Focus on Flexibility Instead of That 4% Rule
There is a longstanding 4% rule of thumb that was developed in the mid-1990s, outlining how much a person could...
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Estate Planning
Making Sure Spouse Receives the Most Social Security
Losing a spouse at any time in life is difficult. However, losing a spouse while you are retired also presents...
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Durable Power of Attorney
Waited Too Long to Save for Retirement? Here Are Six Things You Can Still Do
In a perfect world, we’d all have saved enough by age 60 to relax about money and start planning our...
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Estate Planning
Retirement Savings: Ahead of the Curve or Behind the Eight Ball?
Are you saving enough for retirement, asks US News & World Report in the article “Are Your Retirement Savings Ahead...
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Probate
Who can Serve as the Executor to My Estate?
Picking an executor to your estate is an important part of your estate planning process and should be done with...
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Trusts
Can a QTIP Trust Help You and Your Spouse Save on Estate Taxes?
Creating a QTIP trust is not necessarily difficult, but it is something that must be done carefully to ensure there...
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Estate Planning
Why do Wisconsin Estates Publish “Notice to Creditors” in the Newspaper?
Assuming you are the type of person who still reads local print newspapers, you might wonder what those “Notice to...
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Estate Planning
Seniors: Working on Your Bucket List? First, Finish Your Estate Plan
“Many seniors may be more focused on their bucket lists, than worrying about having their financial affairs in order.” Seniors...
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Asset Protection
Does My Living Trust Shield My Assets From Creditors?
Do you remember that episode of the U.S. version of “The Office” where Michael Scott thinks he can seek bankruptcy...
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Estate Planning
Why You Shouldn’t Put Off Estate Planning
“Our inherent nature to delay the inevitable can lead the ones we care about into financial chaos. To avoid chaos,...
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Aging
Who Would You Trust with Your Life? Health Care Power of Attorney
Selecting someone to make health care decisions for you when you are unable, requires a great deal of trust and...
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Estate Planning
Who is Responsible for Planning My Funeral?
Most of us do not want to think about our own funeral, but it is an issue we should all...
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Retirement
5 Reasons to Protect Your Retirement Accounts Now
During your lifetime, your retirement account has asset protection, but as soon as you pass that account to a loved...
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Estate Planning
VA Pension Planning – Wartime Veterans Pension
The Veterans Administration has a program for wartime veterans and their widowed spouses to guarantee a minimum income for veterans...
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Estate Planning
Does a Divorce Invalidate My Estate Plan?
Changes in the law can affect your estate plan without you realizing it. This is one reason why it is...
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Estate Planning
Can I Really Leave My House to My Cats?
In an early episode of the long-running family sitcom “The Simpsons,” Homer and Marge are looking to buy their first...
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Estate Planning
Is a Guardianship Necessary if I Already Have Estate Planning Documents?
One of the common goals of Wisconsin estate planning is to avoid the need for guardianship. A guardian in this...
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Estate Planning
What is a Transfer on Death (TOD) Deed?
There are many estate planning tools available in Wisconsin to individuals who want to transfer property without going through the...
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Estate Planning
How Does Federal Law Affect My Estate Plan?
One of the more complicated aspects of estate planning is that while probate, or the process of transferring property upon...
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Estate Planning
Naming the Wrong Trustee can Cost Your Estate in Both Time and Money
When you are creating a will or revocable trust as part of your estate plan, you need to think carefully...
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Estate Planning
What is an Estate Inventory?
What is an Estate Inventory? The estate inventory, as the name suggests, is a listing of all property owned by...
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Estate Planning
Using a Wisconsin Living Trust to Keep Family Members From Controlling Your Estate
A Living trust is a flexible estate planning device that you can amend, modify, or revoke at any point during...
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Probate
When is Ancillary Probate Necessary in Wisconsin?
When someone passes away with property titled out of state, transferring those assets to their rightful owner can become more...
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Estate Planning
How Right of Survivorship can Affect Your Estate Planning Goals
Right of Survivorship in Wisconsin Wisconsin is one of nine states with community property laws that can have a major...
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Estate Planning
Create an Authorization for Final Disposition to Ensure Your Burial Wishes are Carried Out
Planning for your burial is another important part of one’s estate that can often be overlooked when it comes time...
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Estate Planning
How a Life Estate Deed can Help You Transfer Property but Stay in Your Home
When it comes time to plan your estate, there are many ways to pass on real estate to avoid paying...
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Estate Planning
Wisconsin Man, Penpal Fight Over Manson Estate
A Wisconsin man who claims that notorious California cult leader Charles Manson, who orchestrated the gruesome Manson Family murders in...
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Estate Planning
Do Not Forget to Update Your Retirement Account Beneficiaries
Reviewing your estate plan and updating the beneficiaries on your retirement accounts is important anytime you have a major life...
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Advance Directives
Health Care Power of Attorney: What Are Your Intentions During Incapacity
While planning for a catastrophic accident is something we may never want to think about, creating a health care power...
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Estate Planning
What is at Stake if You Pass Away Without a Will?
Creating a will and planning your estate is an incredibly important process that all adults need to think long and...
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Estate Planning
How Long Does Probate Take in Wisconsin?
The time it can take for an estate to pass through a probate court in Wisconsin depends on many factors...
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Estate Planning
Avoiding Formal Probate in Wisconsin
If the probate court decides the estate needs to undergo formal probate, it could take much longer and become more...
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Estate Planning
Which Of These Powerful Secrets Could You Use To Build Your Ideal Estate Planning Legal Program
Keep your estate settlement simple; Avoid the court-supervised Probate process when you die; Avoid federal and state estate and gift...
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Durable Power of Attorney
Are You Making Some of the Biggest Estate-Planning Mistakes
Are You Making Some of the Biggest Estate-Planning Mistakes? There are some things we just don’t like to think about,...
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Estate Planning
The Difference Between a Revocable Trust and an Irrevocable Trust.
People often ask us to explain the difference between a revocable and an irrevocable trust. That’s a tough one because...
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Estate Planning
Protecting Assets When Parent Already in the Nursing Home
The timing of your legal planning to avoid losing assets to nursing home expenses is so critical, we are not...
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Elder Law
Consequences Of Not Addressing The Nursing Home and “Medicaid Planning” Issue
One of the biggest problems that senior citizens ages 65 and older face are that they are frustrated by the...
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Trusts
How To Avoid Income Tax on IRA Distributions After You Die
Charities don’t pay income tax when they are the beneficiary of an IRA. Leave your non-IRA assets to individuals –...
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Estate Planning
What Are Some Options Besides A Full Probate?
Alternatives to Full Probates in Wisconsin A lot of people have a fear of probate. Technically speaking it is a...
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Estate Planning
Does A Retirement Plan Pass Through Probate? Part One.
Much like life insurance that goes to the individual named in the policy, the retirement plan goes to the individual...
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Asset Protection
Forget About The Estate Tax. Capital Gains Tax Is The New Tax To Avoid
But almost every family who engages in estate planning has assets that have appreciated in value. That means there is...
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Advance Directives
What Are Options That People Consider When Attempting to Protect Their Estate from Nursing Home Poverty?
We’ve talked to many Wisconsin families about things that they had done in an effort to protect their money from...
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Trusts
Why Are IRA Assets The Biggest Surprise People Get In Estate Planning?
A lot of people do not understand the landscape of how an IRA or retirement plans pass to beneficiaries. They...
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Advance Directives
The Most Important Thing You Can Do For Your Aging Parents
The Most Important Thing You Can Do For Your Aging Parents How to Ensure Your Parents Don’t Lose Their Home,...
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Estate Planning
The Best Retirement To-Do List for 2017 Onwards
The best retirement to-do list should always include estate planning. However, the first step is to make that decision to...
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Probate
What Actually Is Probate?
Probate is a court case that one file against themselves on behalf of their creditors. Here’s some history of probate:...
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Advance Directives
Advanced Care Directives, Name the Team to Assist You in a Time of Need
Advance care directives are not just for the aging and disabled. Anyone can become incapacitated unexpectedly whether by accident, stroke,...
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Advance Directives
The Role of Incapacity in Wisconsin Estate Planning
Incapacity Considerations For Comprehensive Estate Planning Recognizing the potential for incapacitation as part of your Wisconsin estate plan is important...
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Estate Planning
What You Need to Know About Estate Planning
It’s one of the most emotional topics to deal with, yet the last thing you want to do is leave...
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Advance Directives
End of Life Health Care: What You Need to Know
As you begin planning for retirement and doing general estate planning, do not overlook the importance of end of life...
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Advance Directives
Understanding Required Minimum Distributions (RMD)with Your IRA
IRA’s can be complex and confusing sometimes. There are so many rules and laws that must be followed to avoid...
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Business Planning
Planning Your 2016 Retirement Plan Contributions
Retirement planning and contributions have been a part of America since 1875 when they were first introduced to the workforce...
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Advance Directives
Traveling? The Eight Estate Planning Must-Dos before Departure
In 2014, the World Health Organization revealed that globally, there were 1.24 million road deaths, 1,320 deaths from airplane crashes,...
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Estate Planning
Do I Need a Will or other Estate Planning Documents if I Do Not Have Any Children?
Estate planning is usually low on a person’s list of priorities until a life event occurs that forces the person...
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Asset Protection
Using Bankruptcy to Protect Retirement Funds and Other Assets for Seniors
Seniors are facing several financial issues as they near retirement age – they are living longer and they are entering...
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Estate Planning
Estate Planning in the Digital Age
When computers are being used in kindergarten classes to teach computer skills, it is a glaring sign that our society...
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Asset Protection
Facebook Legacy Contact – What Happens to my Facebook Account When I Die?
Digital assets have become one of the leading problems in estate planning because attorneys are rushing to catch up with...
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Estate Tax
No Estate Tax, No Worries?
Will I Owe Estate Tax? You may have read recently a great deal about the debate regarding estate tax making...
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Business Planning
Including a Business Succession Plan in Estate Planning
Owning and operating a small business is the dream of many Americans. Through hard work and dedication, this dream comes...
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Advance Directives
Caring for Elderly Parents
It can be difficult caring for elderly parents, especially if your parents are suffering from dementia or Alzheimer’s disease. Caring...
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Estate Planning
Estate Planning Tips for the Single Person
When you read articles or blogs about estate planning, they mostly focus on married couples or people with children. Very...
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Estate Planning
The Fight Over Robin Williams’ Estate Continues
It has been a bit over a year since the tragic death of actor and comedian Robin Williams; however, the...
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Uncategorized
Long-Term Care Planning, Part 2
Your Funding Options The first part of planning for long-term care is realizing that, a) most of us will need...
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Estate Planning
Leaving Assets to Minor Children
Minor Children as Beneficiaries No parent wants to think about leaving their minor children behind in the event of a...
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Asset Protection
Making Awkward Financial Discussions Easier for Everyone
Making Awkward Financial Discussions Easier for Everyone Do you have someone in your life such as a spouse, a parent,...
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Probate
Caution: Writing Your Own Deed to Avoid Probate Can Lead to Unintended Consequences
One common way to avoid probate of real estate after the owner dies is to hold the title to the...
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Estate Planning
Social Security Traps That Cost You Money
Social Security Traps That Cost You Money Most people assume that Social Security will take care of them when they...
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Advance Directives
The Best Inheritance is Still Family Values and Family History
According to a 2012 study sponsored by Allianz Life Insurance Co. of North America, baby boomers and senior citizens considered...
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Estate Planning
Planning for Long-Term Care of Veterans and Surviving Spouses with VA Benefits
When a wartime veteran or a surviving spouse needs long-term care, VA benefits will help pay for this long-term care....
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Asset Protection
Estate Planning Tips for Young Families
When we are young, we think that we have all the time in the world to do “adult” things such...
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Asset Protection
Travel Smart: Update Your Estate Plan Before You Travel
Are you planning a big trip this year? If so, you may have already begun jotting down your travel to-do...
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Asset Protection
How Qualifying for Medicaid Will (or Won’t) Affect Your Estate Plan
For many seniors, few things are more intimidating than the thought of a required stay in a nursing home. In...
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Estate Planning
Landmark case holds that Inherited IRAs are NOT PROTECTED from creditors
In the next few weeks, we will be reaching out to our clients and referral partners to inform them of...
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Trusts
Is A Trust The Best Way to Avoid Probate and Transfer Assets Upon Death?
One common objective among people planning their estates is avoiding probate and many of the people who seek to avoid...
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Estate Planning
Another Added Benefit: Using Your Estate Plan to Protect You From Unwanted Guardianships
In recent years, many studies and reports have discussed the problem of the abuse of the legal procedures of guardianship...
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Estate Planning
Who’s in Your Corner: Your Estate Planner, Your Estate Plan and You
The Attorney General for Minnesota, Lori Swanson, has recently opened a new chapter in an ongoing battle waged by her...
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Asset Protection
More Reasons to Ensure You Review Your Estate Plan Regularly
Today, many people have very diverse assets. Ever-increasing numbers of people have more and more assets that distribute outside a...
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Estate Planning
Estate Litigation: Can Your Personal Representative Handle It?
Everyone who creates an estate plan hopes that the settling of their estate will proceed smoothly and quickly. Unfortunately, though,...
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Trusts
‘No Contest’ Clause: Could Be a Good Idea
One concern many people have when they set about to plan their estates revolves around a challenge to their wills...
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Estate Planning
Family Feud: Children Lose Claim Seeking Partial Ownership of Late Father’s Property
A man’s death without an estate plan triggered a protracted legal squabble between his children and their stepmother over a...
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Trusts
Timeshares and Living Trusts: Funding Issues
The weather this time of year inspires many to contemplate warm, sunny escapes. For some, this involves a timeshare property....
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Estate Planning
Special Plans for Disabled Children: Estate Planning for Families with Children with Special Needs
Every family has its own unique set of needs and goals in relation to estate planning, and every family needs...
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Asset Protection
No More Outright Distributions; Give Your Heirs Protected Assets
When your heirs receive their inheritance, will the gift be vulnerable to attack in bankruptcy, divorce, or fortune-seeker’s lawsuit? It...
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Health Care Documents
Always a Good Decision: Health Care Providers Join in Extolling the Benefits of Planning for Incapacity, End-of-Life Choices
Medical practitioners and social workers across Wisconsin have joined the chorus of estate planning attorneys throughout the state in hailing...
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Durable Power of Attorney
It’s Not Too Late: Estate Planning and End-Stage Terminal Illness
It is perhaps the most traumatic and stressful news a person can receive: you or a loved one has been...
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Trusts
More Medicaid Recovery: New State Law Could Change How Wisconsinites Plan Their Estates
A component of the new state budget that cleared the state legislature back in June could have a substantial impact...
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Estate Planning
Assisted Reproduction and Your Wisconsin Estate Plan
Today, more and more families rely upon assisted reproduction technologies in order to conceive a child or children. According to...
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Estate Planning
Proper Wisconsin End-of-Life Planning Documents Can Save Your Family Anguish… and Money
Wisconsin law permits Wisconsinites to create a “Declaration to Physicians,” often commonly known as a “living will,” to provide instructions...
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Estate Planning
The Importance of Selecting the Right Agents for Your Wisconsin Powers of Attorney
Many Wisconsin residents, as they set about creating an estate plan, give considerable thought to the distribution of their assets....
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Estate Planning
Death of NY Real Estate Developer Contains Important Estate Planning Lesson for Wisconsin Residents
New York City may be a long way from Madison, both literally and figuratively, but the facts surrounding the death...
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Durable Power of Attorney
Powers of Attorney Serve as an Indispensible Part of Your Estate Plan
While your living trust or will is a very important document, a comprehensive estate plan goes beyond just a plan...
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Trusts
The Usefulness of Trusts in the Medicaid Planning Process
For many people, especially seniors, one of their greatest goals is to leave a legacy for their families, be it...
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Trusts
Using Trusts to Continue to Provide for Your Loved Ones, Even After You’re Gone
You’ve spent a lifetime accumulating wealth with the hope of leaving a legacy after you pass away. However, you know...
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Uncategorized
Elderly Are Targets Of Financial Exploitation
We hear of scam artists taking advantage of the elderly far too often. These incidents tend to involve caregivers, persons...
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Estate Planning
Make Estate Planning Your First Resolution For 2013
As we begin the new year, we resolve to do things to make our lives better in 2013. Usually, resolutions...
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Advance Directives
Don’t Forget About Estate Planning Issues When Getting Divorced
Estate planning is probably not something that seems to be relevant when a couple is going through a divorce. People...
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Advance Directives
Planning In Advance For Incapacity Helps Your Loved Ones
Nobody likes to think about incapacity but it is something that everyone must deal with, as they age. This is...
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Estate Planning
Explore Your Estate Options Before January 1, 2013
As we ring in the year 2013, millions of individuals will face as much as a 20% increase in estate...
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Estate Planning
Cohabiting In Lieu of Marriage May Affect Your Estate Plan
Americans over 60 are increasingly choosing to live with a romantic partner in lieu of marriage. According to the 2008-2010...
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Probate
Your Estate Plan Should Include Much More Than a Will
The question of who will inherit your money or property when you die is an important one. Too often, individuals...
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Probate
Many Property Owners Would Benefit From a Revocable or Other Trust
Although nearly all property owners choose to protect their investment in the event of an unexpected catastrophe by purchasing insurance,...
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Estate Planning
Estate Planning for Deployed Military Members
Servicemen and women facing deployment obviously have a lot to think about, including estate planning. With proper legal and financial...
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Estate Planning
Your Estate Plan Should Also Consider Your Digital Assets
Do you have a plan in place to protect all of your assets following your death? Before you answer, consider...
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Estate Planning
Protecting the Financial Health of a Surviving Spouse
On average, women in the United States live five years longer than men do. Up to 70 percent of the...
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Health Care Documents
A Living Will May Still Leave Loved Ones With Questions
The concept of creating living wills began about 50 years ago. A living will is a document that outlines your...
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Estate Planning
The Role of Incapacity in Estate Planning
Because people are living longer, their chances of incapacity before they die has increased dramatically in recent years. Recognizing the...
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Estate Planning
Taking Advantage of the Current Federal Gift-Tax Exemption as Part of Your Estate Plan
The federal government’s $5.12 million lifetimes gift-tax exemption for individuals and $10.24 million exemption for married couples is currently scheduled...
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Estate Planning
Making Modifications to Your Estate Plan
A comprehensive estate plan should be dynamic and will often require modifications as your circumstances and wishes change over time....
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Advance Directives
Everyone Can Benefit From an Advance Care Directive
Many people are reluctant to discuss their end of life wishes. Unfortunately, unexpected health problems like a heart attack often...
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Estate Planning
Estate Planning is Important for Same-Sex Domestic Partners in Wisconsin
Increasingly, states in the U.S. are permitting domestic partnerships, civil unions, and marriage for same-sex couples. Although New York, Iowa,...
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Probate
Formal and Informal Probate Administration in Wisconsin
Probate is the legal procedure used to transfer someone’s assets after their death. Any Wisconsin estate that is valued in...
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Estate Planning
Common Wisconsin Estate Planning Mistakes
Have you thought about how your death will affect the financial health of your loved ones? Proper estate planning is...
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Estate Planning
Wisconsin Estate Planning: Essential Strategies to Protect Your Family Farm
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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Probate
Things to Know About The Probate Process in Wisconsin?
The Probate Process in Wisconsin TL;DR; In Wisconsin and other states, probate is the legal procedure through which a person’s...
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