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.
- 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
- Dec. 15 2016
The Greatest Wealth Transfer in History
The Greatest Wealth Transfer, according to the Boston College Center on Wealth and Philanthropy, has already begun. Through estates, heirs are expected to receive over $30 trillion in inheritance before 2061. Add charities and government to the list of wealth … 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
- Nov. 1 2016
Marital Property Agreement: Funding a Revocable Trust Without Probate
In Wisconsin,a marital property agreement enables married couples to fund a trust at death while avoiding the need for probate. Unfortunately, this entitlement applies only to married people as it is part of Wisconsin’s Marital Property Code. Nonetheless, it offers a powerful estate … Read more