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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[...]
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[...]
Effective Estate Planning is Crucial for People with Dementia
Effective Estate Planning is Crucial for People with Dementia Dementia is a sensitive subject for many families. We understand the complex care and considerations that go into preparing for life with Dementia and what follows. As a form of Alzheimer’s, the disease presents unique challenges for patients and their loved ones[...]
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,[...]
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[...]
