Category Archive: Irrevocable Trusts
- 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
- Jan. 19 2017
No-Contest Clause: A Practical Definition
A no-contest clause is also referred to as an in terrorem clause and as a “penalty clause” in Wisconsin. At its simplest, it is a clause in a last will and testament, trust, or other “governing instrument” that provides a … 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
- 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
- Apr. 5 2016
Choosing An Individual Trustee for Your Estate Plan
The task of selecting an appropriate individual trustee to manage your estate after you become incapacitated or pass away often makes or brakes how your assets are managed when you can no longer do so. Get the choice right – and … 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 An out-of-date estate plan can often leave you short, owing unexpected taxes, paying higher fees and protecting yourself and your children less than you had … Read more
- Oct. 27 2015
Irrevocable Trusts: Protecting Your Home
As part of estate planning consultations with our clients, we consider Irrevocable Trusts a primary tool to protect homes, real estate and other assets from nursing homes or other long term care costs. This powerful estate planning tool is an increasingly important … 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