Last week I wrote about the importance of wholistic estate planning, especially with blended families. The impact of Wisconsin’s marital property law can result in unintended consequences. This week, I was hoping to continue that discussion to show how different pieces of the estate planning puzzle can work together – or if not done properly, […]
When I meet with clients to discuss estate planning, I always explain that the documentation that we help put together for them does not override any previously designated beneficiaries on things like life insurance or retirement plans. Named beneficiaries trump any will or trust documents we put together. Unfortunately, Jeffrey Rolison’s family has learned this […]
One of my favorite TV commercials is for an app that helps people find a financial advisor. It features a man being wheeled out of his house on a gurney who says to the EMTs, “In hindsight, I probably shouldn’t have tried to remove my own appendix. What was I thinking?” The voiceover goes on […]