Legal Paperwork Cheat sheet: A Guide to the Top 12 Must-Have Documents
Whether you own a little or a lot, the last thing you want to do to your loved ones is leave a bureaucratic mess after you pass away or become ...
Are Any of These 11 Mistakes Lurking in Your Estate Plan?
1) Lack of Healthcare and Disability Planning. The majority of deaths occur in hospitals or other institutions. Patients may be incapacitated to the point where they can no longer communicate ...
Do I Need a Will or Trust?
Everyone needs a will, trust, or both to ensure your legacy is passed on in the way you intend. A well-drafted plan ensures that what you do have is not ...
Did you or a Loved one Make any of These Five Critical Estate Planning Mistakes?
Sadly, most Americans are indifferent to estate planning or completely ignore the issue. When it comes to estate planning, however, there are just some mistakes that you cannot afford to ...
Three Tips for Protecting Your Important Legal Paperwork in a Natural Disaster
The year 2018 was no stranger to natural disasters. From multiple earthquakes, back-to-back hurricanes, and raging wildfires, the United States suffered some serious natural disasters. These acts of nature can ...
How to Manage Your Basis “Step Up”
If you or someone you know has received an inheritance, it is important for you to understand how to manage your basis “step up.” A “step up” in basis is ...
Help Us Help Others!
We will be sponsoring a food drive with Second Harvest Foodbank of Southern Wisconsin. We will have a collection barrel in our front lobby. For every non-perishable item donated, Wilson ...
Wills vs. Trusts: A Quick & Simple Reference Guide
Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s ...
Wills, Trusts & Dying Intestate: How They Differ
Most people understand that having some sort of an estate plan is a good thing. However, many of us don’t take the steps to have an estate plan prepared because ...
What is an Inheritor’s Trust?
When it comes to estate planning there are several types of tools you can use, depending on your circumstances. One such estate planning tool is the trust. There are numerous ...