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.

• Jul. 18 2019

  Estate Planning Elder Law Attorney: When to Contact?

  As 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 of Attorneys, Power … 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 TestamentSee 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... Sometimes a “simple will” can accomplish our clients’ goals. More frequently however, a simple willA written document that sets forth and names … 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 »

• Feb. 22 2019

  Naming Guardians for Minors and Young Children

  Naming guardians for minors and young children is a major priority for Wisconsin parents working to create an estate plan. For any parent of minors or young children, a holistic estate plan must detail your wishes to ensure your children … Read more »

• Jan. 3 2019

  Transfer by Affidavit and Small Estate Affidavits in Wisconsin

  Wisconsin has adopted a “small estate affidavit” statute to allow residents with a small probate estate to avoid both formal and informal court-administered probateThe court process proving the validity of a 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. and conducting the orderly Inventory, Accounting, and AdministrationA process during which the deceased persons assets pay debts, claims and funeral expenses and the remaining estate funds are then distributed according to the wishes of the deceased person set forth in the Will or Trust. The Administrator is in charge of the process and must follow what is set forth in the Will or Trust. If there is no Will or Trust, the distributions and payments are made according to the law of the applicable state and is called intestate succession. of … Read more »