Do You Need More Than a Will?

Older couple with document
When many people think of estate planning, their first thought is often of a Will. However, a Will isn’t always the only, or even the best, option. Estate planning is a complicated process and it truly depends on each individual’s unique circumstances and goals. Everyone wants to make sure that their assets are transferred smoothly
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Discuss Estate Planning with Aging Parents

Parents are used to taking care of their children. So, it can often be a struggle when the roles begin to flip as children become adults and parents grow older. Though it may sometimes be a difficult conversation to broach, being aware of our parents’ end of life plans and helping them consider what other
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Letter of Instruction

In addition to a Will and/or a Trust, an additional measure you can take to try to minimize conflict or complications after your death is by creating a Letter of Instruction. A Letter of Instruction typically includes sections on funeral arrangements, financial and personal affairs, and the distribution of personal effects. First, you can make
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How to Protect Your Estate

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

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?

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

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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

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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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What is a Special Needs Trust?

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A Special Needs Trust, also sometimes referred to as a supplemental needs trust, allows the beneficiary, an individual with special needs, to receive necessary financial assistance or support without risking their eligibility for public assistance programs. Many public assistance disability programs require the individual’s income to remain below set limits. The assets in a Special
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Essential Estate Planning Documents

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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