It’s Imperative To Keep Your Estate Plan Updated We’ve been over how everyone needs an estate plan, regardless of whether you’re young or old. It’s a necessary tool to protect and preserve your hard work for your loved ones when you’re gone. Unfortunately, one of the biggest mistakes people make in estate planning[...]

Back to School is the Perfect Time to Check Up On Your Estate Plan Parents are probably already being bombarded with “back to school” advertising. With school just around the corner, there’s plenty of organizing and shopping to get done. One item every family should add to the list –[...]

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[...]

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[...]

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[...]

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,[...]

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[...]

How Do You Effectively Fund a Trust? Trusts are an invaluable estate planning tool for those seeking to maintain greater control over their assets, ensure privacy during the transfer of assets, and avoid the probate process. A critical aspect that Elder Advisors Law Firm often discusses with clients in Wisconsin[...]

The Triggers for Updating Your Estate Plan as a Member of the Sandwich Generation Estate planning is a generational effort. It’s precisely why we believe in “Helping Families & Protecting Generations.” We take pride in helping the people of Wisconsin navigate what’s often a complex estate planning journey, especially for[...]

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[...]