About Jon L. Fischer

Jon focuses his practice on estate planning, probate matters, and Medicaid planning as he aims to help clients in their time of need.

Three Techniques to Avoid Probate

Probate is a legal process that comes into effect upon your passing, and its purpose is to supervise the fair distribution of your assets to your heirs, beneficiaries or creditors. The process is triggered when your assets are frozen, which basically means that you haven’t designated any beneficiaries nor joint owners who could inherit your […]

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Ending the Pandemic Designation: Part Two

For the first time since 2020, when the Coronavirus Aid, Relief and Economic Security (CARES) Act was passed in response to the pandemic designation, it is expected that the assistance plans put in place to help those receiving public benefits will come to a close at the end of March. As you probably recall, the […]

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Using an ABLE Account with a WisPACT Trust?

Wispact trusts are a popular topic on our blog (click here for our first four articles WisPACT 1, WisPACT 2, WisPACT 3, WisPACT 4).  A quick refresher – WisPACT trusts allow loved ones to set funds aside for a disabled individual’s needs without jeopardizing eligibility for government benefits such as Supplement Security Income (SSI) or […]

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Medicaid Issues with COVID-19

COVID-19 has been hard on all of us, but especially on residents of nursing homes.  Because nursing homes house our most vulnerable population, extra precautions needed to be implemented to protect them. This resulted in nursing homes being “locked down,” meaning residents were not allowed to leave, nor were they allowed visitors.  Early on during […]

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WisPACT Trust or ABLE Account?

We have already discussed a bit of background on WisPACT trusts and the process to set up a WisPACT trust. While I strongly encourage clients to look at WisPACT options for beneficiaries with disabilities, there are some circumstances where WisPACT might not be the perfect fit. In those cases, clients can choose to set aside […]

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Changes to Wisconsin Law Allow Physician Assistants and Nurse Practitioners to Make Findings of Incapacity

What’s New? If an individual is incapacitated and has a Living Will or Power of Attorney for Health Care (“POA”), a certification of incapacity needs to be signed before those documents can be activated. Previously, this certification was only effective if signed by either two physicians or one physician and one psychologist, both of whom […]

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