There are several tools available to accomplish estate planning goals. One of the most frequently used tools by estate planning attorneys is referred to as a “trust.” Trusts come in all shapes and sizes. You can create a trust during your lifetime (called a “living” trust). Alternatively, you can have your trust come into existence […]
Where do you live? Appleton Where are you from? Wautoma My legal practice… While I am learning a little bit about many new areas of law, I am primarily learning estate planning and elder law. My family…. My husband, Enrique, and I have been together for almost 8 years and married for almost a year. […]
Long term care costs present a significant financial stress to many families. For certain veterans (and their surviving spouses) the VA offers a pension program that can provide additional monthly income to offset some of the cost of their care. This program is known as the VA Aid and Attendance pension. In order to be […]
Many people believe that “estate planning” is only for the super wealthy among us, but the reality is that everyone wants their wishes to be followed, regardless of their economic status. For example, parents in blended families have a unique interest in ensuring that children from prior marriages are treated fairly, even if their parent […]
It’s that time of year again – back to school. Like Christmas, it seems to creep up on us faster every year. Thanks to our “sales tax holiday” earlier this month, parents could buy clothing, computers, and other back-to-school supplies without having to pay sales tax. One back to school supply that few parents think […]
As an estate planning attorney, my clients often ask me what they should do with the family cottage, cabin or hunting land “up north.” In a typical situation, Mom and Dad purchased the property years ago at a bargain, and now the children and grandchildren treasure it as a place to gather as a family. […]
Entering a nursing home or assisted living facility can be one of the most confusing and stressful times that a family will ever have. In addition to changing a living situation, families are thrust into an alphabet soup of different government agencies and programs. We have discussed in prior articles the use of irrevocable trusts […]
In the last of our three-part series, Attorney Reg Wydeven, along with Prospera Credit Union, answers all your questions about trustees, guardianships, probate, and the difference between a living will and a living trust. If you need to catch up, just follow the links below: Family Wills – Part One: Why Do I Need a […]
If you’ve decided to create a will after reading part one or part three of our family will series, Attorney Reg P. Wydeven, along with Prospera Credit Union, takes you through the six questions you need to consider when writing your will in the infographic below. *Originally Posted on August 2, 2017 on Go Valley Kids* […]
It’s hard to believe, but both my kids are teenagers now. We’re super busy, driving to and from practices, rehearsals, lessons, concerts and games, but it is all a blast. Because time goes so quickly, we’ve been trying to save for their education. A few years back, I wrote about 529 plans. These educational investment […]
