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 address as part of our overall...
Category: Estate Planning
Comprehensive estate planning advice to help protect your assets, legacy, and loved ones.
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...
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 a good idea to sit...
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 home....
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 context...
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...
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 a...
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 before selecting...
What is an Estate Inventory?
The estate inventory, as the name suggests, is a listing of all property owned by the probate estate.Probate administration...
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 your lifetime....