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Charging Fees Tag

Horn & Johnsen SC > Posts tagged "Charging Fees"


“BECAUSE I LOVE YOU” Estate Planning Workshop March 11th , 2017: 10am – 12pm   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 trustee of your children’s trusts. POWER OF ATTORNEY FOR FINANCES AND PROPERTY Designate an agent...

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Equine Estate Planning: Do you have a plan for your horse?

The Problem Wisconsin law views our horses and other pets/animals as property. Without written instructions of your wishes, no legal protections exist for your “property.” You cannot leave money or property directly to your animal(s), and informal arrangements are not legally enforceable. What’s the solution? Formally incorporate your four-legged family members into your estate plan! Essential Estate Planning Documents Regardless of your age or financial circumstances, everyone needs an estate plan. For the benefit of your loved ones, you should have at least the following basic estate planning documents in place: ·        Will (does not avoid probate) or Living Trust (avoids probate) ·        Property Power of Attorney ·        Health Care Documents (Health Care Power...

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When is it too late for Estate Planning?

I recently took a trip to central Mexico to visit my parents, who have retired there. While eating breakfast at a restaurant in the Mérida airport upon our arrival my husband asked my 96-year-old grandmother, who was diagnosed several years ago with Alzheimer’s disease and now lives with my parents, “So Mary, what do you appreciate most about living in Mexico?” My grandmother replied, “I wouldn’t know, I’ve never been to Mexico!” Fortunately, everyone at the table (except, perhaps, my 4-year-old daughter) knew the best response in this situation was to smile and simply redirect our conversation. For obvious reasons, it would be too...

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The Brady Bunch: What if Mike and Carol had no Estate Plan?

Many of us grew up watching The Brady Bunch, a popular family sitcom of the late 1960s to early 1970s revolving around a large blended family with 6 children, and many of us can also personally relate to the situation. Statistics show that more than half of all first marriages end in divorce and about 75% of divorced people will marry again, according to the National Stepfamily Resource Center. About 65% of these unions will include children from previous marriages. More than 40% of American adults have at least one step-relative, according to a recent Pew Research Center study. Like Mike and...

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