Firm News
At Wokwicz Law Offices, LLC, we believe that regular communication with our clients on relevant and important topics is key to providing a more complete service for our clients. With this in mind, we are happy to share news of our firm and, perhaps even more importantly, legal and final news that are likely to effect our clients.
- Oct. 5 2026
How Inflation Can Affect Your Wisconsin Estate Plan
Over time, inflation can reduce the real value of fixed-dollar gifts in a willA written document that sets forth and names the personal representativeA term used in Wisconsin to describe the person appointed by a probate court to be in charge of the probate administration process of a deceased person. This is often referred to in other states as an Executor or Administrator. The Personal Representative may be set forth and nominated in a decedent’s Will before death along with successor Personal Representatives. who willA written document that sets forth and names the personal representative who will be in charge of overseeing the probate process and names the specific bequest and residual beneficiaries of property who are to receive and inherit assets and property through probate. A Will does not avoid probate, and must be properly drafted and executed to be legal. A Will can also avoid the use of a surety bond in many instances and can help utilize an “informal” Wisconsin probate process if it has the proper clauses and attestation clause. be in charge of overseeing the probate process and names the specific bequest and … Read more
- Aug. 31 2026
Why Avoid Probate in Wisconsin? 7 Reasons Our Clients Choose a Trust-Based Estate Plan
If you’ve started researching estate planningPlanning in advance of disability, incapacity, or death to make sure that key life issues have been addressed while the person is still of sound mind and able to understand and sign key documents such as Power … Read more
- Jul. 21 2026
What to Do After a Loved One Dies in Wisconsin: A Step-by-Step Probate Checklist
A practical legal and financial roadmap for Wisconsin families, from Wokwicz Law Offices Losing someone you love is an extraordinarily difficult experience. In the immediate aftermath, even basic daily tasks can feel overwhelming, and the legal and financial matters that … Read more
- Jun. 11 2026
How Step-Up in Basis Rules in Wisconsin Can Reduce Capital Gains Taxes
When someone inherits stocks, real estate, or other appreciated assets, one of the most important tax benefits available under federal law is the “step-up in basis.” This rule can significantly reduce — or even eliminate — capital gains taxes on … Read more
- Apr. 15 2026
Charitable IRA Rollover: An Optimal Way to Make Charitable Gifts
Many of our clients are looking for the most tax-efficient ways to support the causes they care about. While recent federal tax law changes—including the new 0.5% AGI floor and the 35% cap on the value of itemized deductions—have made traditional charitable gifting … Read more
- Mar. 18 2026
Why a Power of Attorney for Health Care is Essential in an Estate Plan?
In Wisconsin, the law regarding medical decision-making is more specific than many people realize. While we often assume family members can automatically step in during a crisis, Wisconsin is not a “family consent” state. Without the proper legal documentation – … Read more