Category Archive: Revocable Trusts
- 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 An out-of-date estate plan can often leave you short, owing unexpected taxes, paying higher fees and protecting yourself and your children less than you had … Read more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
- Jun. 18 2015
Gift Tax Rules and Long Term Care: Two Common Misconceptions
As estate planning attorneys, we regularly encounter people confusing IRS gift tax rules with the unrelated Long Term Care gift rules. That confusion is pervasive enough that we wanted to publish an article explaining gift tax rules and long term care planning. … 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
- Oct. 27 2014
Our New Estate Planning Glossary
At Wokwicz Law Offices, LLC, we are very pleased to announce the publication of our new Estate Planning Glossary. This new, free glossary is available to our clients and everyone else at our website. The glossary is full of terms … Read more
- Jun. 27 2014
Our Transparent Approach to Estate Planning
At Wokwicz Law Offices, we understand that estate planning can seem like a daunting process to start. We appreciate that all the hype can cause many to put off estate planning, rather than taking the necessary steps to properly plan … Read more
- May. 6 2014
Protecting Your House for Your Children
A Brief Discussion of the Advantages of Irrevocable Trusts in Wisconsin As with a great many things in the tax planning and asset protection, the 2013 Wisconsin Budget Bill has drastically affected the best ways for protecting your house for … Read more
- Apr. 18 2014
What is Traditional Estate Planning?
At Wokwicz Law Offices, traditional estate planning means planning in advance for disability and/or death by organizing our clients’ financial and personal affairs to make sure that key life issues have been considered and addressed while our clients are still … Read more
- Mar. 28 2014
Pet Trusts Are Coming to Wisconsin
The New Wisconsin Trust Code, effective July 1, 2014, makes extensive changes to the laws regarding testamentary trusts in a Will and stand alone Living, Revocable and Irrevocable trusts separate from a Will. Most of these changes are for the … Read more