Category Archive: Firm News
- Jul. 26 2021
Digital Assets, Social Media, Accounts, and Passwords in Estate Planning
In today’s digital age, electronic devices, online accounts, and cloud storage are inescapable parts of every day life. The challenges and stay-at-home orders of Covid reinforced this reality even more over the past 17 months. Our lives are intertwined with … Read more
- Mar. 24 2020
Covid-19: We Are Fully Open for Business with Safety Modifications
LAST UPDATED: June 10, 2021 We are happy to report that as restrictions due to Covid-19 continue to be relaxed by government and health officials, Wokwicz Law Offices, LLC, has returned to holding in-person client meetings, while continuing to follow … Read more
- Dec. 10 2019
Beneficiary Designations – An Often Overlooked Part of Estate Planning
Creating a Wisconsin revocable trust or will is not the final step in the estate planning process. Beneficiary designations – naming who will receive which assets – is a must do second step of the estate planning process. Often, a … Read more
- Oct. 24 2019
Grandparent Gifting: The Right Way to Gift to Grandchildren
In our experience as estate planning attorneys, we know that grandparents love giving gifts to their grandchildren. For our clients able to make significant gifts to their grandchildren, they find it rewarding to help their grandchildren with educational expenses and … Read more
- Oct. 1 2019
Trustee Selection for Estate Planning
The importance of trustee selection cannot be overstated when drafting a new estate plan in Wisconsin. Trusts require a trustee to manage and sells assets, divide property, pay bills, file taxes, distribute property to beneficiaries, and hire experts to assist … Read more
- Sep. 12 2019
Do I Need to Update My Estate Plan When I Move to Wisconsin?
In the USA, estate planning laws are made by each state. Wisconsin is no exception, and has very unique estate planning laws and statutes. As such, everyone moving the State of Wisconsin would do well to seriously consider how Wisconsin’s … Read more
- 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. 24 2019
How Often Do I Need an Estate Plan Checkup?
As estate planning lawyers, we regularly get asked how often our clients should conduct an estate plan checkup. While we work to make sure that the estate plans that we draft for our clients have an extended life, there are … Read more
- May. 15 2019
Simple Will: Often Not Adequate Estate Planning
As estate planning lawyers, we often have clients contacting us for a “simple” Last Will and Testament. Sometimes a “simple will” can accomplish our clients’ goals. More frequently however, a simple will alone is not adequate estate planning to achieve … Read more
- Apr. 8 2019
Trusts for Young and Minor Children: The Basics
In Wisconsin, trusts can provide a powerful tool for parents eager to protect and pass their assets to their children. More specifically, trusts for children bring the power and flexibility of trusts to bear when parents die before their children. … Read more