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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…
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.…
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…
Estate Planning Basics
Estate planning may sound like something reserved for the wealthy or elderly, but the truth is, everyone can benefit from…
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,…
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…
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…
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…
Advance Directives and Dementia
What is an Advance Healthcare Directive? Advance Healthcare Directives (also known as a health care power of attorney or living…
Make Sure Your Beneficiary Designations Match Your Estate Planning Goals
Many types of property and investments pass outside of probate and allow you to designate who will receive them after your death. It is important that these designations are kept up to date and are consistent with the rest of your estate plan.