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...
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...
When preparing for what happens with your Wisconsin estate in the future, you have to consider many factors. One of them may be your potential incapacity and, therefore, inability to make decisions on your finances. You can name a close family member, usually a child,...
Time seems to be the one thing we just can’t get enough of. This is especially true if you are one of our nurses or frontline healthcare workers. You work tirelessly caring for others and may not have a lot of free time to work on your estate planning. If you are able...
Once you've written your estate plan in Wisconsin, you should make a plan to revise it every few years. An outdated will can be just as bad as no will at all. Instead of writing your will once and forgetting about it, think of it as a fluid document that changes as...
