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Author: Horn and Johnsen

Horn & Johnsen SC > Articles posted by Horn and Johnsen

WORKSHOP SEPTEMBER 16, 2017 : BECAUSE I LOVE YOU

Young Family

“BECAUSE I LOVE YOU” Estate Planning Workshop September 16th , 2017: 10am – 12pm THIS WILL BE HELD AT OUR NEW LOCATION 8446 Excelsior Drive, Madison WI 53717 This workshop is sold out. Please contact cru@hornjohnsen.com for future workshops!   A simple, affordable and effective planning solution designed exclusively for Wisconsin parents of minor children. Attend this 2-hour workshop led by estate planning attorney Dera L. Johnsen-Tracy and you will leave with a complete, signed will- based Wisconsin estate plan including: WILL Nominate guardians for your minor children. Name your personal representative (a/k/a “executor”). Establish trusts for your children so they don’t inherit your estate at age 18.* Name the...

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The Dilemma of Jointly Owned Real Estate

The Dilemma of Jointly Owned Real Estate All too often, parents with good intentions leave real estate to multiple children as co-owners. This can be done through lifetime gifting (i.e., through a quit claim deed) or upon death through a transfer on death deed, by will or by trust. Unfortunately, this strategy often creates family feuds when some siblings wish to keep the property and others wish to sell. Further, when some siblings won’t (or are unable to) cover their share of the costs involved in the maintenance and upkeep of the property, the others will understandably become resentful over time. Provided...

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