Are You Making Some of the Biggest Estate-Planning Mistakes
There are some things we just don't like to think about, much less speak about. The universal truth is we are all going to...
Category: Estate Planning
Comprehensive estate planning advice to help protect your assets, legacy, and loved ones.
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 there...
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 going to be...
What Are Some Options Besides A Full Probate?
A lot of people have a fear of probate. Technically speaking it is a court proceeding and generally, most people do not like...
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 named...
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 all being...
The Most Important Thing You Can Do For Your Aging Parents
A friend relayed a story that is one I hear all too often when it comes to caring for aging parents.Her friend, I'll call...
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...
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 your family and loved ones...
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...