Category Archive: Firm News
- Dec. 8 2017
Divorce and Your Trust in Wisconsin
In Wisconsin, divorce raises significant challenges for both revocable and irrevocable trusts. Failure to address issues raised by divorce proceedings will often result in unfavorable or undesirable outcomes. In the third of our series about how divorce effects estate planning … Read more
- Nov. 13 2017
Divorce and Your Last Will and Testament in Wisconsin
In Wisconsin, divorce can significantly modify your estate planning documents with unintended results. Filing for divorce and the conclusion of a divorce alters estate planning documents and beneficiary designations, in different ways, without any action by the person getting divorced. … Read more
- Oct. 19 2017
Divorce and Power of Attorney in Wisconsin
Divorce has an enormous impact upon your Wisconsin estate planning documents and Wisconsin beneficiary designations. In a series of articles, our estate planning attorneys will address the impact that a marriage or divorce may have on your estate planning documents … Read more
- Sep. 22 2017
What is a Wisconsin Trust Protector?
A trust protector is a person or company with the power to perform duties over a trust and watch over the trust for the long term. The trust protector can help make sure that a trust functions as intended, well into … Read more
- Aug. 31 2017
Irrevocable Life Insurance Trust: A General Procedural Outline
As estate planning attorneys serving southeast Wisconsin, we work with our clients to create an Irrevocable Life Insurance Trust (ILIT) to prevent life insurance from inclusion in the client’s federal taxable estate at death. Moreover, we also create ILITs to … Read more
- Aug. 22 2017
Wisconsin’s Transfer on Death Deed
Wisconsin’s Transfer on Death Deed (TOD Deed) allows for the non-probate transfer of real property upon death. This seemingly simple law, Wisconsin Statute 705.15, can be used as a powerful estate planning tool, in the right circumstances. However, when not … Read more
- Jul. 14 2017
Avoiding Guardianship: The Importance of Power of Attorneys
Our estate planning attorneys consistently help our clients in avoiding guardianship. Through a Durable Power of Attorney and a Power of Attorney for Health Care, our lawyers craft estate plans that almost always avoid the need for a guardianship. To help our clients … Read more
- Jun. 16 2017
Last Will and Testament Only Based Plan
A Last Will and Testament Only Based Plan provides the simplest and least expensive approach for estate planning. Rarely an adequate plan by itself, this Will Only Plan provides more protection and control than no plan at all. However, this limited … 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
- Feb. 27 2017
Small Business Estate Planning
Estate Planning for a Closely Held or Small Business In addition to focusing on their business strategies, small business owners and owners of closely held businesses must also address the typical estate planning concerns that our other clients face. Yet, these … Read more