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.

Selling Real Estate from a Trust or Estate in Wisconsin: Why No Real Estate Condition Report Is Required

Posted on Nov 7, 2025 by

When a loved one passes away, families selling their real estate can encounter unexpected legal differences compared to a typical home sale in Wisconsin. Normally, residential homeowners are required by law (Wisconsin Statute § 709.02) to provide buyers with a “Real Estate Condition Report,” a detailed disclosure about the condition of the property. But what […]

Read More

3 Common Options To Avoid Probate

Posted on Nov 7, 2025 by

Many of our estate planning clients want to avoid the probate court process when they pass. Probate is a process where the court oversees the distribution of your assets upon your death. Probate is needed when assets are “frozen” upon your passing, and no one has the authority to close out a particular account or […]

Read More

Who Should Be the Beneficiary of Your 401(k) or IRA?

Posted on Jul 24, 2024 by

Deciding who to name as the beneficiary of your 401(k), IRA, or other qualified retirement account is a crucial part of estate planning. This decision can significantly impact how your assets are distributed and taxed after your death. With the introduction of the SECURE (Setting Every Community Up for Retirement Enhancement) Act on January 1, […]

Read More

Using Marital Property Agreements in Wisconsin

Posted on Jun 19, 2024 by

In Wisconsin, a Marital Property Agreement can be a valuable tool for estate planning, particularly for transferring property without going through probate, the legal process of distributing a deceased person’s estate, which is often both time-consuming and costly. Here’s how it works: What is a Marital Property Agreement? A Marital Property Agreement is a legal […]

Read More

Three Techniques to Avoid Probate

Posted on Jun 28, 2023 by

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 […]

Read More

Ending the Pandemic Designation: Part Two

Posted on Feb 23, 2023 by

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 […]

Read More

Using an ABLE Account with a WisPACT Trust?

Posted on Mar 11, 2021 by

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 […]

Read More