A Simple Will Is Not Enough
A basic last will and testament cannot accomplish every goal of estate planning; in fact, it often cannot even accomplish the most common goals. This fact often surprises people who ...
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Estate Planning For the Newly Married
Now is the perfect time to start working on an estate plan. As newlyweds, you are figuring out how to consolidate two households into one. You’ve already been working on ...
How the Tax Cuts and Jobs Act will help Farmers
Congress delivered the historic 560-plus-page Tax Cuts and Jobs Act, and President Donald Trump signed it into law on the Friday before Christmas. The changes will affect 2018 taxes, not ...
Do you really need a trust?
Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than a will as the centerpiece of your estate plan. While ...
What are Letters Testamentary?
An individual who has been named as a personal representative or executor in a will has a number of important duties. These include gathering the deceased person’s property and transferring ...
What is Settlement Planning?
Settlement planning is a unique and expanding area of law that is designed to help individuals preserve benefits that have been received from a personal injury settlement, inheritance or judgment. ...
Gun Trusts: What You Need to Know
Recent tragic events underscore the importance of maintaining a dialogue about the responsible, accountable, and safe possession and transfer of firearms in our country. This is why it’s critically important ...
Estate Planning for Unmarried Couples
Estate planning is important for everyone. We simply don’t know when something tragic could happen such as sudden death or an accident that could leave us incapacitated. With proper planning, ...
A Moment with Wisconsin’s Legacy Keeper: Jerry Apps
Building relationships with the families we serve; we hear so many stories of dedication to labors of love. We witness first-hand the hard work and diligence so many put into building ...
Q & A with Attorney John Haslam: Special Needs Planning
What is special needs planning? People planning for beneficiaries with a special needs must address the following concerns: How will financial benefits be used for their benefit? Who will control ...