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Top 10 Reasons You Need to Update Your Estate Plan
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[...]
What Are You Doing About These 7 Threats to Your Family’s Security?
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[...]
Make Time for the Whole Family This School Year
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[...]
Take the Stress out of Estate Planning with the Elder Advisors Law TLC Maintenance Program
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
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
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?
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[...]
What You Need to Know About Wisconsin’s Land Notification System
What You Need to Know About Wisconsin’s Land Notification System In Wisconsin, homeowners and real estate investors have started receiving a new type of notification concerning their property deeds. This initiative, part of Wisconsin’s Land Notification System, serves to protect land and homeowners from any unusual or suspicious activities related[...]
Estate Planning for Digital Assets
Estate Planning for Digital Assets One of the topics we regularly talk about is adaptive estate planning and how your plan needs to evolve with you as life changes. People often think this merely means they need to update their plan when they buy a house, a family member gets[...]
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[...]
