After your loved one passed away, you may have learned that you would inherit part of their estate. As you wait for your share to disburse, you will likely have concerns about whether you will pay taxes on it. Besides federal estate tax laws, some states impose their...
Month: September 2020
When is it time to update an estate plan?
Updating an estate plan can be as important as initially setting one up. There are several different times in the estate planner’s life that they should consider updating their estate plan, in addition to routinely updating an estate plan to ensure it comports with...
What is the Medicaid ‘look-back’ period?
People in southeast Wisconsin may plan on one day using government benefits such as Medicaid to pay for their care needs in their old age. However, to qualify for Medicaid and other government benefits, you generally need to have a low income and few assets. It may be...
