Elder mental and emotional abuse happens when a caregiver inflicts emotional stress or pain on the elderly individual for whom they are caring. The caregiver may embarrass, insult or threaten the elder through actions or words. Some caregivers even isolate the elder...
Wisconsin Estate Planning Legal Blog
Why avoid joint ownership when planning for incapacity?
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,...
Medicaid and long-term care planning
Qualifying for Medicaid is often easier said than done. Your income does dictate your Medicaid eligibility, but your involvement in other government programs can also affect whether you qualify. If you live in Wisconsin, it's important to understand how you can...
Spend-down strategies and Medicaid
Medicaid is the largest health care insurer in the U.S. Over 72 million Americans qualify for Medicaid, including thousands in Wisconsin. Because it's a need-based program, there are income limits for eligibility. Therefore, some people need to spend down their assets...
Should you file another SSD claim after your first rejection?
When the Social Security Administration denies your Wisconsin SSD application, it doesn't mean that you'll never qualify for disability benefits. In fact, the SSA might accept your claim if you file an appeal and prove that you need these benefits. However, making...
Is it wise to use a TOD account to avoid probate?
If you're getting ready for estate planning in Wisconsin, you might have heard about using a transfer on death, or TOD, account to avoid the probate process. Here's a closer look at the pros and cons of using TOD accounts. What is a TOD account? A transfer on death...
Should I establish a TOD for my investment assets?
If you want your survivors to avoid probate after your passing, consider incorporating a transfer on death (TOD) account for your investments. Having TOD accounts are viable alternatives for many families in Wisconsin and make the beneficiary process easier after you...
Is the probate process always difficult?
When many people in Wisconsin hear the terms "probate," "estate" and "probate court," they cringe. They harbor a number of conceptions about the probate process, some that may not be accurate and others that might be at least somewhat overblown. The reality is that...
Your Time Is Valuable. Let’s Get a Jump Start on the Estate Planning Process
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...
Common reasons for Social Security disability claim denial
Millions of citizens throughout Wisconsin and the rest of the country apply for Social Security disability benefits each year. The sad truth is that only 30% of all claims submitted are initially approved. Those who have received a denial need to understand the...