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

April is Parkinson’s Awareness Month

At Elder Advisors Law, we believe in the power of awareness and understanding. Bringing attention to the challenges many of our clients and their loved ones face allows us to not only protect those individuals but also bring hope to the cause and shine a light on progress. Every year, April marks Parkinson’s Awareness Month. This is the birth month of physician James Parkinson who was the first to describe Read More

What Your Company Can Gain From Our Lunch & Learn Program

At Elder Advisors, we spend a lot of time and effort helping people. We want to help families protect what they have accomplished for generations to come. We believe that understanding estate planning and asset protection are aspects of a healthy community – which is why we believe more people need to learn about these important topics. That’s where our Lunch-and-Learn Program comes in. We want to get out in the Read More

Who Should Take Advantage of Our Aturna Page?

At Elder Advisors Law, our team is constantly looking for ways to make estate planning more convenient and accessible for our clients. That’s what led us to launch a Aturna (formerly Guidr) page which provides an avenue for more “Do It Yourself” planning. This platform won’t work for everyone, though. Most estates still require the detailed attention of an experienced attorney to avoid the many pitfalls of Read More