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Estate Planning Checkup

Consider the following when thinking about your estate. Use these questions to help you evaluate where you are in the estate planning process. Have

Estate Planning Definitions

Annual Gift Tax Exclusion The amount of money that one person can transfer to another during a calendar year without being required to file a

Definitions for Incapacity Planning

Conservatorships/Guardianships A court-supervised proceeding to name an individual or entity to manage the affairs and assets of an incapacitated person. In incapacity planning, this

Ross Estate Planning

Ross Estate Planning, LLC assists clients in Door County, Kewaunee County, Green Bay and throughout Northeast Wisconsin. With over 40 years of experience, we specialize in providing asset protection, estate planning, and business planning services to individuals and families, institutions and business owners.

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