2019 AAII Investor Conference

AAII Investor Conference
It’s your opportunity to learn face-to-face from the best and brightest in the investing world. This exciting AAII event takes place at the Omni Orlando Resort at Championsgate October 25 to 27. Reserve your spot today — this AAII event regularly sells out. Register Now
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H & J Private Event: Medicare Options, What You Should Know

Medicare Options, What You Should Know
Back again by popular demand! Join us for a discussion with April Wahl, Local Insurance Specialist with Midwest Financial Group about Medicare and the various Medicare health plans available. April will discuss Senior Insurance options including Medicare Advantage Plans, Supplemental or Medigap Plans, Drug Coverage and clarify enrollment periods. Where: Tuesday, October 22, 2019 Time:
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Practical Ways to Maximize the Protection of a Limited Liability Company

business law limited liability company madison wi
If you own a small business, you probably have it set up as a limited liability corporation (LLC) or a corporation. This limits your personal liability and protects your assets from corporate creditors. Other than hiring a business law attorney in Madison, what can you do to maximize the protection provided by an LLC? Here
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Dera Johnsen-Tracy Awarded the 2019 AVVO Client’s Choice Award

Madison, Wisconsin, July 2, 2019: Horn & Johnsen S.C. is pleased to announce that Dera Johnsen-Tracy from the firm has been awarded the 2019 AVVO Clients’ Choice Award and been added as Super Lawyers to the 2019 Wisconsin Rising Stars List. Both of these honors are due to the exceptional service she gives to all
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3 Essential Health Care Planning Documents

health care planning madison wi
When people think of “estate planning,” they often consider only what will happen with their assets upon death and, if they have minor children, who will care for them.  However, death planning is only one piece of the estate planning puzzle.  A comprehensive estate plan should include not only a will or living trust, but
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Dera L. Johnsen-Tracy of Horn & Johnsen SC Celebrates 10 Years as an Attorney

Madison, Wisconsin, March 29, 2019: Horn & Johnsen SC is pleased to announce Dera L. Johnsen-Tracy’s celebration of 10 years of practicing law. Dera L. Johnsen-Tracy is Shareholder and Co-Founder of Horn & Johnsen SC. The Wisconsin-based estate planning firm works with clients on a variety of issues to help them confidently and securely plan
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Living Trust vs. Will: What You Need To Know

Senior Citizens shaking hands.
You’ve probably heard the terms living will and trust used interchangeably. Although both a will and a living trust are important estate planning documents, they are actually very different. If you are new to the process of planning for your estate, it’s important understand how living trusts and wills are used. Basic Definitions This document
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What Is a Pour-Over Will?

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Many people assume a living trust is all they need to pass on their assets to beneficiaries upon their death. However, unless every asset is documented in the trust, this can be a difficult and long process. A pour-over will can help your estate planning be complete. Pour-Over Will Basics To begin with, a pour-over
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John Horn and Dera Johnsen-Tracy Published in AAII Journal

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Madison, Wisconsin, November 17, 2018: John Horn and Dera Johnsen-Tracy published an article, “Using Beneficiary-Directed Trusts to Protect Your Heirs,” in the October issue of the AAII Journal, the official publication of the American Institute of Individual Investors (AAII). In their article, John and Dera summarize how beneficiary-directed trusts can be used in estate planning,
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H&J Private Event: Medicare Options, What You Should Know

Join us for a discussion with April Wahl, Local Insurance Specialist with Midwest Financial Group about Medicare and the various Medicare health plans available. April will discuss Senior Insurance options including Medicare Advantage Plans, Supplemental or Medigap Plans, Drug Coverage and clarify enrollment periods. Space is limited and preregistration is required. When Wednesday, October 24,
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