The Gift of Grandchildren

The economic crisis has prompted many people to stick their head in the sand and do nothing to reevaluate their financial and estate plans.
Don’t Let Failure to Plan Tear Your Family Apart

An estate is more than just money. Even if your kids are grown-up with families of their own, you can probably remember scenes of
Does a Trust Make Sense in Wisconsin?

Here are 25 Reason Assets in the trust avoid guardianship on incapacity. There are many circumstances where powers of attorney cannot do the same
Is a Living Will the Same as a Will or a Living Trust?

This is confusing to many people, and quite understandably so, because the names are so similar. But these are very different documents and they
Your Medicare Card: Go Ahead, Leave Home Without It!

What’s in seniors’ wallets? Most likely, a Medicare card that leaves you vulnerable to scams and fraud. It’s a peculiar anachronism in this era
How to Prepare for Your Retirement

Estate Plan Review Triggers

The Estate Planning World has Flipped

American Taxpayer Relief Act (ATRA) Changed Estate Planning

The New Wisconsin Trust Code
