Events

Estate Planning Workshops for Advisors

UW Ag Research Station 8502 Mineral Point Road, Verona, WI

We are happy to announce that our firm will be offering education for advisors. These programs are offered exclusively to advisors free of charge and by invitation only, with a ...

WEBINAR – The SECURE Act & Planning Options

With the passage of the SECURE Act, effective January 1, 2020, the landscape of planning with qualified accounts has changed dramatically. In the past 15+ years, attorneys and advisors were ...

WEBINAR – Estate Taxation & Basis Step-up

Estate planning used to be all about estate taxation, and for good reason. Back in 2000, the estate tax exemption per person was only $675,000 with an effective tax on ...

WEBINAR – Crisis Planning for Long-Term Care

It is not uncommon to have a client who may be heading toward the nursing home sooner rather than later. When proactive planning such as long-term care insurance and divestment ...

WEBINAR – The Wilson Law Group Experience

In this webinar tailor-made for financial advisors, you will learn how partnering with Wilson Law Group can benefit you AND your clients. While this is not a CE-approved course, it ...

The “Name on the Check” Rule with Dale Krause

Webinar

Join the President and CEO of Krause Financial Services, Dale Krause, J.D., LL.M., as he explores a unique Medicaid Compliant Annuity planning strategy: the “Name on the Check Rule.” This ...

Opportunities in Estate Planning (CE)

UW Ag Research Station 8502 Mineral Point Road, Verona, WI

While estate planning has always been a crucial part of comprehensive personal planning, recently the interest in preparing for incapacity and death has increased greatly. In our experience, the point-person ...