How to Start Downsizing an Estate Before The End

A good thing to keep in mind is that you don’t have to wait until the end to start downsizing an estate. While you or an elderly family member is still alive, you can start to go through the estate and make decisions that will help ease the transition after death. Take Inventory (of everything!):
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2021 Avvo Clients’ Choice Award!

We are excited to announce that our very own Dera Johnsen-Tracy has won the 2021 Avvo Clients’ Choice Award! This exciting achievement is because of all the exceptional, quality work that Dera provides to her clients everyday. Dera is a shareholder and co-founder of Horn & Johnsen SC and she is a 2008 graduate of
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John Horn ActionCoach Interview

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Recently, ActionCOACH Enrollment Specialist Rob Maniaci interviewed John Horn as a part of their series “Business Owners Speak Out”. They discussed the estate planning business and how Horn & Johnsen has dealt with the COVID-19 pandemic: Rob: Tell me a bit about your business: John: Horn & Johnsen SC does estate planning work. This involves
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Estate Planning 101 w/ Dera L. Johnsen-Tracy

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Dera will provide an overview of estate planning, including the basic estate planning documents everyone should have in place, regardless of your age or the size of your estate, along with a brief discussion about living trusts and when they should be considered. When: February 22, 2021 12:00 PM Central Time (US and Canada) Register
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John Horn Celebrates 30 Years of Practice!

John Horn is a shareholder and co-founder of Horn & Johnsen SC. He graduated from the University of Wisconsin Law School in 1991 and then served a two-year tenure on the judicial bench as a court commissioner for Marathon County, Wisconsin. While in this role, he learned and implemented wide-ranging areas of law, gaining a
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Leaving Assets to Your Grandchildren

Often, grandparents wish to set aside a certain amount or a certain percentage of their estate specifically for their grandchildren. There are several options available to accomplish this objective: 1. Establish 529 college savings plans. This option can be beneficial from an income tax standpoint. You can remain the owner of the plan during your
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Don’t Forget About Your Digital Assets!

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One aspect of estate planning that many people forget is their digital assets, such as social media, websites, financial accounts, and more. As we live in an increasingly digital world, it is important to make sure that you have designated in your will a party to handle retrieving your digital assets and shutting down your
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Start Thinking About Estate Planning Now

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The holidays are upon us and, for many, this means spending quality time with those we love, both physically and virtually. While we give thanks for what we have and begin to look towards the future, now would be a good time to start thinking about estate planning. Securing every aspect of your future is
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2020 Avvo Clients’ Choice Award

Attorney Dera L. Johnsen-Tracy has been selected to receive the 2020 Avvo Clients’ Choice Award for outstanding client reviews. Avvo is a legal website that features ratings and reviews for attorneys in every state. Its purpose is to help people get legal advice, find the right lawyer and make informed legal decisions. To see Dera’s reviews, please
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Thirteen Estate Planning Terms You Need to Know

Estate planning—it is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do. Estate planning can help you accomplish any number of goals, including appointing guardians for minor children, choosing healthcare agents to make decisions for you should you
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