Probate is the court process that oversees the distribution of your assets after you pass away. While it ensures your wishes are followed, it comes with a hefty price tag: Incapacity Planning: A trust ...

The obvious reasons to update your estate plan are typically the big life events- getting married or divorced, having kids or grandkids, or just changing your wishes. But there are a few reasons that ...

Disclaimer: This article is intended to serve as a general summary of the issues outlined therein. While this article may include general guidance, it is not intended as, nor is a substitute for, ...

Probate is the court-supervised process of settling a person’s estate after they pass away. While probate helps ensure assets are distributed properly, it doesn’t always move quickly. Families are ...

When creating a trust, it’s important to think about how to ensure it functions properly, not just today, but well into the future. One option for adding flexibility and oversight is to appoint a ...

As parents age, their needs change—and those changes often fall on the shoulders of their adult children. From managing healthcare and finances to making tough legal decisions, caring for aging ...

Corporate executives in Wisconsin often receive a large portion of their compensation through restricted stock units (RSUs), stock grants, or employer equity awards. As your shares vest, they can ...

There are many reasons that couples at any age or marital status need estate planning. Estate planning for couples may be even more important depending on your marital status. If you are in a ...

A business is often a family’s largest asset — but many owners don’t realize that structure determines how easily ownership transfers when something happens. Ownership is tied to shares, which can ...

The cornerstone of any estate plan is your Last Will and Testament. Review it to confirm it accurately reflects your current wishes regarding asset distribution, guardianship of minor children, and ...

Let’s deep dive into the benefits and pitfalls of Payable on Death Accounts. When it comes to managing your finances and planning for the future, understanding your options is key. One financial tool ...

When a loved one passes away, settling their estate is often a necessary yet overwhelming task. While it’s natural to want a quick resolution during such an emotional time, the process of settling an ...