Retirement (or partial retirement) is a milestone that is worth celebrating. You have put in many years of hard work, and you are now able to focus your energy on the next chapter of your life. But just as you had to plan to get here, you need to plan for this new...
When someone passes away, the process of mourning is often interrupted with paperwork and material concerns associated with the passing. With adequate planning, these matters become more predictable and straightforward, allowing them to fade into the background during...
As we all know, life happens. There is really nothing we can do about it. However, some of the most common life events can have a dramatic effect on your estate plan. If you think your estate plan is like a slow cooker and you can set it and forget it, you and your...
The death of a loved one overwhelms those left behind. If you stand to inherit the deceased's assets, you must understand what you will inherit and how taxes will impact that bequest. When planning your estate, it is important to consider how much your loved ones will...
Thank you for all that you do for us. We understand that being the first one on the scene can come with many different risks. We are dedicated to protecting you and your loved ones from the different types of emergencies that may pop up during your life. The following...
Part of protecting your loved ones when you pass away is making sure that you have a proper estate plan in place. Another aspect is making sure that the right amount of money is available to carry out your goals for their futures. Life insurance has helped many people...
As a single individual, you may feel overwhelmed when you think about who will step in and make decisions for you if you cannot make decisions for yourself and who will receive your money and property when you die. You may consider your parents or siblings, but...
According to a study conducted by Caring.com, the percentage of people aged fifty-five and older who have created a will has fallen from 60 percent to 44 percent since 2019. Although creating or updating your estate planning may seem like a daunting task, a proper...
Many people consider an estate plan a finished document. The truth is that individuals should review and revise elements of the plan on a regular basis. Even if you do not update the plan every three to five years as recommended, it is crucial that you make changes...
It is well understood by many Wisconsin residents that the Social Security Administration takes an inordinate amount of time to finalize most disability claims. These only relate to permanent disability, so the award for Social Security Disability Insurance coverage...
