Talking Point: Donating your IRA or other Qualified Plan to Charity Upon Death
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If I am already wanting to make a charitable gift, does it make…
How do I Open and Manage a Probate?
The probate process in Wisconsin can be complicated. There…
Who gets the personal property when the Family Cabin is sold?
It is not silly to think about this topic.
In fact, it is…
Should I tell my insurance agent that my house is going into my trust?
Yes indeed. You need to contact your insurance agent…
What is a Wisconsin Transfer on Death Deed?
What is a transfer on death deed? A transfer-on-death…
Contentious Probate Settled – Kudos to the Family Involved
One of the hardest things to deal with in life is the…
Revocable living trust and pour over will. Why do I need both?
The Question. Why do we have a pour over will when we…
News Flash: Beneficiary designations are a Big Deal
Use Care: Beneficiary Designations Override Your Will…
Estate and Trust Planning: Going Beyond Just the Numbers and into the Heart
The clinical truth...
Estate planning professionals are taught…
Choosing an Attorney for Your Estate Planning
A recent Caring.com article by Susan Kostal, Senior…
Conservation Easement: A Beautiful Thing
What are these?
A conservation easement is an interest in real…
News Flash: Few People Actually Plan for Death or Incapacity
Estate Planning Note:
AARP shared an article…
Why did you put Latin in my Will and Trust?
The legal phrases: “by representation”, "per stirpes",…
Compressed Tax Brackets on Irrevocable Trusts
What is this rumor I have heard about compressed tax brackets…