Myths We Tell Ourselves About Estate Planning
Estate planning can be a very difficult process. Making the decision to move forward with the planning requires us to face the fact that we will not live forever. This ...
Who’s On Your Team?
Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so (i) you can be taken care ...
Planning for Stepchildren and Step-Grandchildren
The structure of families has changed in the United States: According to statistics cited by the Pew Research Center, six out of ten women who remarry are in blended families, ...
Ethical Wills: Passing on Your Wisdom and Experience to the Next Generation
Each person accumulates a wealth of knowledge, experiences, and values throughout the course of their life. Regardless of whether you are financially wealthy, you have a great deal to share ...
Missed a Required Minimum Distribution? Here’s How to Fix It
The retirement years are supposed to be carefree—but what if you neglected to take the required minimum distribution (RMD) from one or more of your retirement accounts or took a ...
It’s Planning Season
For each season, there is planning that you must do. In order to be successful, this planning must be done thoughtfully and in advance. To properly plan for the next ...
Funeral Planning: How Memorial Instruction Can Help
No one enjoys thinking about their own funeral, but making those arrangements in advance yourself may be one of the most thoughtful acts you can do for your loved ones. ...
Why Receiving an Inheritance Changes Your Estate Plan
Receiving an inheritance is a huge blessing but, if not handled properly, can also become a curse. Often times, the inheritor does not know what to do with the new ...
Five Considerations When Selecting a Guardian for Your Children
There is no question that having children changes everything — and estate planning is no exception. If you and your spouse pass away or become legally incapacitated, and arrangements were ...
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 ...