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
Read more
No Comments

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
Read more
No Comments

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
Read more
No Comments

What Is a Pour-Over Will?

Pouring milk onto an espresso
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
Read more
No Comments

John Horn and Dera Johnsen-Tracy Published in AAII Journal

AAII Logo against blue background
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,
Read more
No Comments

4 Common Myths About Estate Planning

A generic last will and testament.
An estate plan can be complicated, and there are many myths surrounding the process. From probate to guardianship to simple wills and trusts, there are many aspects of planning that should be reviewed by an attorney. Planning is important for every single individual who wants to see their assets and wealth passed down in the
Read more
No Comments

Finding the Right Probate Lawyer

Important business man looking at legal documents.
If you are interested in setting up a plan for your estate if you were to become incapacitated or pass away suddenly, the best way to do that is with the help of a qualified, experienced probate lawyer. Finding a good lawyer can be like searching for a needle in a haystack, so we have
Read more
No Comments

Conservatorships and Adult Guardianships

Elderly woman sitting in her bed.
As an adult, it is assumed that you can care for yourself and make decisions regarding your estate and your welfare. However, times arise when a person is unable to care for themselves and at that point, a court-appointed decision maker may step in. These people are known as conservators or guardians. When a Decision
Read more
No Comments

WealthCounsel and ElderCounsel’s Symposium – 07/31/2018

conference-symposium-estate-planning
Attorneys John Horn and Dera Johnsen-Tracy are proud members of WealthCounsel, LLC, a highly respected national consortium of estate planning attorneys. John and Dera have been invited to present as faculty at the WealthCounsel and ElderCounsel’s national Symposium 2018 in San Diego, California! For more information, visit https://wealthcounsel.swoogo.com/symposium2018/. For tickets visit https://wealthcounsel.swoogo.com/symposium2018/.
Read more
No Comments

CLE – On Borrowed Time: Emergency Estate Planning – 5/3/2018

state-bar-madison-wi-estate-planning
Attorneys can register through the State Bar of Wisconsin (PINNACLE) for “On Borrowed Time: Emergency Estate Planning” at the State Bar Center on Thursday, May 3rd from 8:30am-3:50pm. Dera is one of several presenters for this program. Find Out More Information Here.
Read more
No Comments