Estate Planning & Trusts Blog Library
The Triggers for Updating Your Estate Plan as a Member of the Sandwich Generation
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
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[...]
You Need to Get Owner and Beneficiary Designations Right
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,[...]
New Year’s Resolution: Why NOW is the Right Time to Start Planning
New Year’s Resolution: Why NOW is the Right Time to Start Planning While it’s impossible to predict the future, one thing is for certain – If we don’t plan for it, life can be difficult for our loved ones when we pass away. This is why creating an estate plan[...]
Three Reasons Coronavirus Makes Estate Planning More Important Than Ever
Three Reasons Coronavirus Makes Estate Planning More Important Than Ever These unprecedented times are scary for us all. Though the numbers are still out, it seems that while coronavirus is mainly life-threatening only for the elderly and immunocompromised, it can also in some cases claim the lives of the young[...]
