#WisconsinEstatePlanning 2/2

Dec 14, 20171 min read

What Assets Should I Put Into My Revocable Living Trust?

In this post I discuss which assets you should put into your Revocable Living Trust and which assets should be left outside the trust for...

Nov 21, 20171 min read

What is the One Document Every Person Over Age 18 Should Have?

Check out my video post discussing the one document that every adult (anyone over the age of 18) should have. The answer may surprise...

Nov 19, 20171 min read

What is a Revocable Living Trust?

Check out my new video discussing Revocable Living Trusts and how they function as part of a comprehensive estate plan. If you have a...

Oct 21, 20172 min read

What Does my Spouse Get When I Die? (or: What Does Wisconsin State Law Say About My Surviving Spouse

Wis. Stat. 861.01 Ownership of marital property at death. (1) Surviving spouse's one-half interest in marital property. Upon the death...

May 9, 20161 min read

Prince's Death Illustrates Importance of Having a Will

Many of you will be familiar with the artist named Prince, who died recently at his Paisley Park Recording Studio in Chanhassen,...

Nov 22, 20152 min read

Reason #1 to Consider a Revocable Living Trust: PRIVACY

A trust is a private agreement made between the person who creates the trust (the “settlor”) and the person named to look after the...