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Free Estate Planning Book

Author: HJ

How to Protect Your Estate

Saturday, 11 June 2022 by HJ
How to Protect Your Estate
As we have all learned recently while living through a global pandemic, life can deal you any number of surprises, the most difficult being the death of a loved one. As estate planners, we believe it is extremely important that you and your loved ones prepare for the unexpected by making sure that you understand
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Help Your Heirs Avoid Probate With a Living Trust

Monday, 04 April 2022 by HJ
dictionary picture of probate meaning
Probate can be an extremely time consuming and expensive process that is best avoided whenever possible. With this in mind, it is essential to work with an estate planning professional to safely and confidently plan ahead for the future. A living trust can be a great option when it comes to considering the future and
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I Don’t Have Children – Do I Really Need an Estate Plan?

Tuesday, 08 February 2022 by HJ
I Don’t Have Children – Do I Really Need an Estate Plan
Many people who have no children wonder whether they really need an estate plan. After all, when they’re gone, does it really matter? For people who have no children, it can be even more important for them to have a good estate plan in place. Often, the default provisions of Wisconsin law that apply in
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Steps to Prepare for End of Life

Saturday, 15 January 2022 by HJ
person jumping up steps to the end
Many people neglect to take all of the necessary estate planning steps prior to their death, leaving their loved ones to clean up the mess. Currently, more than half of all American adults do not have a will or any other form of estate plan in place. In this situation, your loved ones will not
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What To Do With Your Digital Assets Before You Die

Monday, 20 December 2021 by HJ
laptop and iphone on table with a cup of coffee.
We live in a modern, digital world where a large portion of our lives take place online. With this in mind, it is important to remember your digital assets when organizing your end of life plans. Instead of leaving a digital mess for your family or friends to clean up, consider some of the many
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Children Come First Conference

Wednesday, 29 September 2021 by HJ
31st annual Children Come First Conference! Nov 15-16th, 2021 Kalahari Resort and Conference Center Wisconsin Dells, WI Featured Speakers: Attorney Dera L. Johnsen-Tracy The CCF Conference is full of practical and inspiring content about caring for or working with children, youth, and young adults with social, emotional, behavioral, or mental health challenges.  Learn strategies to
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Estate Planning Basics

Wednesday, 29 September 2021 by HJ
Thursday, Oct 7, 2:00pm to 3:00pm Meadowridge Library – Community Rooms A and B Combined Attorney Dera L. Johnsen-Tracy is a shareholder and co-founder of Horn & Johnsen SC in Madison, Wisconsin. She focuses her legal practice in the areas of estate planning, probate, and adult guardianship. Dera is top-rated by Super Lawyers and has
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Essential Estate Planning Documents

Monday, 23 August 2021 by HJ
Essential Estate Planning Documents with pen
Thinking about your end of life plans is often uncomfortable and many people would prefer to put the process off as long as possible. However, whether you are in your 20s or you are in your 90s, there are a handful of essential estate planning documents that everyone should have in place. First, it is
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A Coordinated Estate Plan

Friday, 02 July 2021 by HJ
You may have already sat down with an attorney and created a Trust but do you know if any unexpected aspects of your life will work against it? There is more to estate planning than simply creating a Will or establishing a Trust. Making sure all the parts of your life align in order to
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Protecting Your Property from Nursing Home Care Costs

Tuesday, 08 June 2021 by HJ
According to Genworth, the national annual median cost for a nursing home facility is $93,075 for a semi-private room and $105,850 for a private room. A common concern for many individuals and families is that they may require nursing home care in the future, which could deplete the hard-earned assets of their estate. Title 19
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Recent Posts

  • How to Protect Your Estate

    How to Protect Your Estate

    As we have all learned recently while living th...
  • dictionary picture of probate meaning

    Help Your Heirs Avoid Probate With a Living Trust

    Probate can be an extremely time consuming and ...
  • I Don’t Have Children – Do I Really Need an Estate Plan

    I Don’t Have Children – Do I Really Need an Estate Plan?

    Many people who have no children wonder whether...
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