Category Archive: Elder Law
- Jul. 18 2019
Estate Planning Elder Law Attorney: When to Contact?
As estate planning attorneys, we understand that knowing when to contact an estate planning elder law attorney is difficult to predict. Most people don’t know the answer. Admittedly, sometimes it can be clear when you need an estate planning elder … Read more
- Jun. 2 2017
Estate Planning Categories: An Overview
When people first meet with estate planning attorneys, the experience can prove overwhelming. There are a great number of ways to approach the creation of a reliable and well-crafted estate plan. Yet there are so many considerations. As a service to … Read more
- Dec. 15 2016
The Greatest Wealth Transfer in History
The Greatest Wealth Transfer, according to the Boston College Center on Wealth and Philanthropy, has already begun. Through estates, heirs are expected to receive over $30 trillion in inheritance before 2061. Add charities and government to the list of wealth … Read more
- Nov. 30 2016
Estate Plan Review: When Do I Need One?
As estate planning lawyers, we are regularly asked “When do I need to do an estate plan review?” When we draft an estate plan for a client, we attempt to draft with an eye towards the future so that frequent … Read more
- Aug. 26 2016
Care Agreement Contract
A Care Agreement Contract is basically a contract with one person, often an adult child, agreeing to provide care services to a parent or disabled person in need of care services. Care agreement contracts are commonly referred to as Personal … Read more
- Jun. 9 2016
Procrastination and Estate Planning
Estate Planning is not a topic that most of us like to think about. After all, who really wants to think about disability, incompetence or dying? Yet the reality is that an estate plan will be used and will be needed … Read more
- Feb. 10 2016
Digital Assets and Estate Planning
Attorneys and legislators in Wisconsin are currently developing a new law covering digital assets upon death. This new law aims to clarify the issues challenging estate planning attorneys and probate courts rearding digital assets. However, this developing legislation will not solve most of the items discussed … Read more
- Dec. 9 2015
When to Have Your Estate Plan Reviewed
Estate plans prove themselves most valuable when they reflect your current life situation and financial position. An out-of-date estate plan can often leave you short, owing unexpected taxes, paying higher fees and protecting yourself and your children less than you had … Read more
- Jul. 27 2015
Estate Planning is a Process
Providing legal counsel for estate planning for more than sixty years, our estate planning attorneys have a deep understanding about what is takes to provide a truly value and client-focused estate plan. Our process is client-focused, collaborative and thorough. Estate … Read more
- Jan. 30 2015
Trends in 2015: Advance Care Planning
As lawyers with decades of experience helping Wisconsin families prepare for their futures, we keep an eye on estate planning changes and trends, particularly those affected by local, state and federal laws. For 2015, we expect to see a notable rise … Read more