In her latest vlog, Estate Planning Attorney Shanna Yonke shares what a self-proving affidavit is and why having one makes it easier for your loved one after your death. #EstatePlanning #BePrepared...more
One of the most common questions asked by our clients is, “What is the difference between a will and a trust, and which is right for me?” Last week, I provided a brief summary of the differences between these two common...more
Summertime is a special time of year in Wisconsin. It brings many families to cabins where they create memories and traditions that will be cherished forever. However, many problems arise if families do not create a plan...more
Peter, Paul, and Mary have done well for themselves. Each has a nice home, a seasonal residence, and a large IRA. Coincidentally, each also has an additional $11 million worth of real estate, savings, brokerage accounts, and...more
7/31/2020
/ Asset Valuations ,
Closely Held Businesses ,
Coronavirus/COVID-19 ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Gift Tax ,
Individual Retirement Account (IRA) ,
Irrevocable Trusts ,
Tax Exemptions ,
Trusts
Some clients decide to hire an attorney to prepare their estate planning documents because they do not like the default laws in Wisconsin about who gets their property if they die without a will. In Wisconsin, if you die...more