4 Basic Estate Planning Documents - Video
Aug 27, 2024
Learn about the four basic estate planning documents and why they are important in the state of Wisconsin.
What is a Pour-Over Will?
Jun 27, 2024
Learn what a pour-over will is, how it works, and why it could be an important part of your estate plan.
Common Mistakes in Estate Planning
Apr 30, 2024
Mistakes in your estate plan can lead to legal and financial difficulties for your loved ones. Learn about common estate planning mistakes and how you can prevent them.
Learn about the common ways to transfer your real estate to your loved ones and avoid the probate process in Wisconsin.
Property Ownership & Estate Planning
Dec 21, 2023
Learn commons ways property is titled in Wisconsin and how it can impact your estate plan.
Challenges in a Social Security Disability Case
Oct 31, 2023
Learn about the common challenges during a Social Security Disability case and what you can do to help avoid them.
Common Estate Planning Terms
Aug 25, 2023
Learn common terms used in estate planning and during the probate process in Wisconsin.
Understanding Probate Accounting
May 31, 2023
Learn the basic process of taking inventory, keeping financial records and the final accounting of an estate in Wisconsin.
Understanding a Special Needs Trust
Jan 30, 2023
Learn the basic purpose of a Special Needs Trust, how it works and the benefits it can provide.