Filter insights by:

An Introduction to Elder Law and Medicaid Planning: What You Need to Know

As we age, planning for skilled nursing or other long-term care becomes increasingly important. Many people first start thinking about…

Read more >>

Balancing Protection and Access: Understanding Irrevocable Trusts for Long-Term Care

For Wisconsin residents planning for long-term care, navigating the complexities of Medicaid eligibility is often a key concern. One powerful…

Read more >>

Understanding Transfer on Death Deeds in Wisconsin: A Probate-Avoidance Tool for Real Estate

When it comes to estate planning, many people seek strategies to avoid probate—a court-supervised process of distributing assets after death.…

Read more >>

How to Prepare for Your Estate Planning Appointment

Meeting with an estate planning attorney for the first time can feel overwhelming, but it doesn’t have to be. Being…

Read more >>

Estate Planning Basics

Estate planning may sound like something reserved for the wealthy or elderly, but the truth is, everyone can benefit from…

Read more >>

Should You File an Estate Tax Return on the Death of a Spouse?

When a spouse dies, the surviving spouse or personal representative must decide whether to file a federal estate tax return,…

Read more >>

Trusts vs. Wills – Understanding Estate Planning

Trusts and wills are both estate planning tools used to manage and distribute assets upon an individual’s death, but they…

Read more >>

Exploring Property Transfer Options at Death: Beneficiary Designations, Wills, and Trusts

Transferring property at death is a crucial aspect of estate planning, ensuring that assets are distributed according to an individual’s…

Read more >>

What to do when someone dies.

Dealing with the aftermath of someone’s death can be a challenging and emotional time. People are often anxious to resolve…

Read more >>

Advance Directives and Dementia

What is an Advance Healthcare Directive? Advance Healthcare Directives (also known as a health care power of attorney or living…

Read more >>