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. 24 2019

  Grandparent Gifting: The Right Way to Gift to Grandchildren

  In our experience 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 … Read more »

• Oct. 1 2019

  Trustee Selection for Estate Planning

  The importance of trusteeThe person or company named in a trustThe arrangement creating the legal ownership of assets by a trustee for the benefit of the Settlor and/or other beneficiaries. to manage property and assets of a trustThe arrangement creating the legal ownership of assets by a trustee for the benefit of the Settlor and/or other beneficiaries.. Usually a trustThe arrangement creating the legal ownership of assets by a trustee for the benefit of the Settlor and/or other beneficiaries. will name an initial trusteeThe person or company named in a trust to manage property and assets of a trust. Usually a trust will name an initial trustee or co-trustees and successor trustees. A trustee has the duty to act in the best interest of the person for whom they are managing the funds and is considered a Fiduciary. Most people that set up Revocable Trusts to avoid probate, name themselves as Trustee and also name successor trustees to take over upon death or upon incapacity. or co-trustees and successor trustees. A trusteeThe person or company named in a trust to manage property and assets of a trust. Usually a trust will name an initial trustee or co-trustees and successor trustees. A trustee has the duty to act in the best interest of the person for whom they are managing the funds and is considered a Fiduciary. Most people that set up Revocable Trusts to avoid probate, name themselves as Trustee and also name successor trustees to take over upon death or upon incapacity. has the duty to act in the … Read more »

• Sep. 12 2019

  Do I Need to Update My Estate Plan When I Move to Wisconsin?

  In the USA, 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 … Read more »

• 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 Will. More. Sometimes a “simple will” can accomplish our clients’ goals. More frequently however, a simple willA written document that sets forth and … Read more »