Ask the Expert

Listen to Bob Ross discuss the "Dirty Dozen" Estate Planning Mistakes on "Ask the Expert."

Mistake #1: No Health Care Guidance

Mistake #2: Powers of Attorney for Young Adults

Mistake #3: Haphazard Wealth Transfer Strategy

Mistake #4: Death Taxes

Mistake #5: Unprotected Children’s Inheritance

Mistake #6: Passing on Family Values

Mistake #7: Biggest Beneficiary Mistakes

Mistake #8: Failing to Organize & Consolidate

Mistake #9: Spousal Protection

Mistake #10: Personal Property Chaos

Mistake #11: Trying to Do it Yourself

Mistake # 12: Estate Planning – Not a One Time Only Item

The team of Ross Estate Planning assists clients with Estate Planning, Wills, Trusts, Charitable Planning, Asset Protection, Trust and Probate Administration, Retirement Planning, Business Succession Planning and Entity Formation in Northeast WI including Door, Brown, Kewaunee, Oconto, Manitowoc, and Sheboygan..