Estate planning can be a large undertaking, particularly for older people who have accumulated a lot of assets. As a result, many people in Wisconsin tell themselves myths and falsehoods about estate planning so they can keep putting it off. But neglecting to plan...
Month: October 2020
Estate planning is more than just a document
Everyone in Wisconsin should have an estate plan in place. These days, there are plenty of ways to develop an estate plan; it's never been easier to find a will template online and fill it out. There are even low- and no-cost forms for people who want to designate...
Funding your trust with life insurance
There are many considerations that come to mind when planning your estate, not the least of which is how and what to leave behind for loved ones and minor children should you no longer be there. Many people decide to set up a trust as a means of having more control...
Protect family assets with probate and trust administration
Many Wisconsin families have significant assets that are valuable. When the head of a household passes on, those assets might wind up in probate court and subject to a judge’s whims and arguments by potential beneficiaries. Fortunately, you can prevent such a...