Estate Planning Blog

Should I have a Pour-Over Will?

What is a pour-over will?
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Should You Update Your Estate Plan?

Frequent triggers also include changes in the health of executors and guardians; changes in laws, which may impact tax and legal strategies; and changes in state residence, which can also impact planning.
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Why Is Communication Important in Estate Planning?

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
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What Is Federal Estate Tax Exemption, and Does It Matter?

The federal estate tax exemption and gift exemption is presently $12.06 million. A married couple can transfer $24.12 million to their children or loved ones free of tax with proper planning. The exemption is tied to inflation, so it will continue to rise.
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When are You Required to File a Gift Tax Return?

The IRS wants to know how much you’re gifting over the course of your lifetime. This is because while gifts may be based on generosity, they are also a strategy for avoiding taxes, including estate taxes, reports The Street in a recent article “Do I Need to File a Gift Tax Return?” Knowing whether you…
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Just What Is in an Estate Plan?

Nobody really likes to think about what happens to our family when we die. But planning now, so that the state doesn't impose its plan for you, ensures your family will be taken care of the way you want.
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How to Get Started on an Estate Plan

The Covid-19 pandemic has increased Americans’ awareness of the need to have a will, living trust or other similar end-of-life document prepared.
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What Does ‘Community Property’ Mean?

You may have heard that Wisconsin is a “community property” state. But do you know exactly what it means or how it could affect you?
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Can I Avoid Probate?

If you don’t have a will and an estate plan, probate is an after-you’ve-gone legal struggle. It could last months, if not years, in a battle over what you intended your family (or friends) to have: your estate!
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How Do I Avoid Probate in Wisconsin?

There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.
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