You Need to Get Owner and Beneficiary Designations Right

In estate planning, asset ownership and beneficiary designations are the cornerstone of a well- crafted estate plan. They require careful consideration and should be reviewed regularly. Proper designations ensure that your assets are protected and distributed according to your wishes, smoothly, and without legal hurdles. A beneficiary is a general term, but it can also be called pay on death (POD) or transfer on Read More

New Year, New Beginnings: Taking Care of Your Estate Plan in 2024

In the blink of an eye, it's 2024. We made great strides in 2023, but it's time to refocus on the New Year and the new beginnings ahead. The New Year is a period for setting new goals, and a crucial one should be ensuring your estate, legacy, and loved ones are well taken care of. An effective estate plan should offer you peace of mind, whether or not you're part of Elder Advisors Law's TLC Maintenance Program. Our Read More

Take the Stress out of Estate Planning with the Elder Advisors Law TLC Maintenance Program

  Life gets busy in a hurry. On top of all the other responsibilities of life, your estate plan is often forgotten or neglected. This added layer of responsibility creates stress and additional costs that some people would rather avoid. Of course, failing to update your estate plan means losing out on the vital contributions a plan makes to your life and your legacy. Estate planning opens doors to generational wealth Read More

Estate Planning is a Gift to the Whole Family

  We often talk about your estate plan. Have you started one? When was the last time you updated it? Is it accomplishing your goals? This might imply, on the surface, that estate planning is about you and only you, but in the season of giving, we want to make one thing clear: estate planning is a gift to the whole family. Your plan is a wealth machine that serves your interests but also involves a number of elements Read More

Make Time for the Whole Family This School Year

Back to School is a packed time of year for families. You’re trying to run around and make sure the kids have all the supplies they need to have a successful school year. Then, the school year starts and you’re working on adjusting schedules to make sure all the extracurricular activities are accounted for. There’s no doubt academic success is a vital aspect of childhood, but it’s also important not to neglect Read More

Why We Believe in and Support the Mission of the Walk to End Alzheimer’s

It’s that time of year again – the 2023 Waukesha Walk to End Alzheimer’s is just days away on September 9th. This is an event we look forward to and get involved with every year. Our team at Elder Advisors Law believes in the mission and effort to raise funds for Alzheimer’s research. We believe this is a perfect opportunity to give an update on the fight against Alzheimer’s and other forms of Read More

What Are You Doing About These 7 Threats to Your Family’s Security?

Humans have a natural inclination to constantly be aware and fight off threats, real and perceived. It’s our survival instinct at work keeping us alive, healthy, and able to provide for ourselves and our loved ones. We have the resources or access to the resources needed to preserve our family’s security, so it’s a wonder why so many adults opt not to take advantage when needed. We have threats lurking, waiting for a Read More

Getting to the Meat of Estate Planning Issues for the Sandwich Generation

July is National Sandwich Generation Month. Many of you just read that and thought “What’s the Sandwich Generation?” You know Gen Z, Millennials, Gen X, Boomers, The Silent Generation, etc. The Sandwich Generation is not a generation in the typical sense of the word. The Sandwich Generation pulls mostly from the Millennial and Gen X generations. They are defined simply by having living parents as well as children of Read More

Top 10 Reasons You Need to Update Your Estate Plan

Having an estate plan opens up many doors and possibilities for you and your loved ones. Your plan exists as a roadmap for what happens when you’re gone, how assets are managed while you’re still alive, and more. But, how good is an estate plan that does not effectively keep up with your life as changes happen? Last month, we covered the top 10 reasons you need an estate plan, but the work does not end there. Read More

Top 10 Reasons Why You Need an Estate Plan

At Elder Advisors Law, LLC, we pride ourselves on helping clients and their families “protect generations.” For us, this means effective estate planning and asset protection that provides a roadmap for generations to come. Our team hears from people all the time, whether it’s in our offices, at our workshops, or at our lunch and learn programs, that they don’t believe they personally need an estate plan. People make Read More