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What is a Revocable Trust, and Do I Need One?

Learn what a revocable trust is and what it can do for you. Trusts are not just for the rich. We discuss the benefits to a revocable trust for the average person, along with the reasons some individuals may not want a trust.
and News What is a Revocable Trust and Do I Need One… a revocable trust is a formal document where legal title to pr…h. Here is an easier way to understand it. A revocable trust is like a safe deposit box. What items are i

Easy Ways to Help Avoid Probate In Wisconsin

Probate, what it is and how to avoid it? Learn things you can do now to save you and your loved ones time and money.
it will not be a part of your estate. Revocable Trust Depending on the amount of your assets a… a revocable trust might be the best way for you to avoid prob

Small Estates In Wisconsin

Not all estates need to go through a lengthy probate process. Find out the different ways to handle small estates in the State of Wisconsin.
s a Transfer on Death Deed Assets held in a Revocable Trust or Irrevocable Trust Jointly

Common Types of Estate Planning Trusts

Trusts are not just for the rich. Learn why many use a trust as part of their estate planning.
estate plan to achieve these goals. REVOCABLE TRUSTS A revocable trust is the idea of you g…ssets. The most common reasons to use a revocable trust are to

Transferring Property After Losing a Spouse

Find out what a Termination of Decedent’s Interest is, why it needs to be done, and what will happen if it is not done.
What is a Revocable Trust and Do I Need One

Settling a Trust After Death

Learn about the process of settling a trust after death and the responsibilities of the successor trustee.
age person has little experience settling a revocable trust. The good news is the estate should avoid t… discuss the general process for settling a revocable trust. Get Organized First thing you will

Understanding a Special Needs Trust

Learn the basic purpose of a Special Needs Trust, how it works and the benefits it can provide.
l Needs Trust A Special Needs Trust is a revocable trust designed to make sure someone with a disabi…tance programs. How It Works Your revocable trust will have a Special Needs Provision for you

Common Estate Planning Terms

Learn common terms used in estate planning and during the probate process in Wisconsin.
s created. This contrasts with a Revocable Trust. An Irrevocable Trust can be designed and u… A Will used in conjunction with a Revocable Trust to pass title at death to property not tran

Estate Planning: Ways to Transfer Real Estate and Avoid Probate

Learn about the common ways to transfer your real estate to your loved ones and avoid the probate process in Wisconsin.
ife Estate Deed. TRUST OWNERSHIP A Revocable Trust allows you to transfer your real estate to

Common Mistakes in Estate Planning

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.
YOUR TRUST Failure to properly fund your revocable trust may result in your estate having to go thro…at have been properly transferred into your revocable trust can avoid probate. Don