Estate Planning Blog

Can Life Insurance Help Estate Planning for Women?

Women are receiving increased recognition for the critical roles they serve in society, let alone how important they are to providing for their families. That understanding is at the center of an effective estate plan.
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Why Have a Joint Revocable Trust?

Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, grandchildren and beyond.
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Is Putting a Home in Trust a Good Estate Planning Move?

Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.
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Should I have Revocable Living Trust in Estate Plan?

A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries. It can also significantly reduce the headaches of probate. However, while some assets belong in a trust, others cannot (or should not) go into one.
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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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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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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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What Shouldn’t Be Put in a Will?

While the number of older Americans with wills has been dropping in recent years, that doesn’t mean you should forego this legal document.
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