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 […]
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, […]
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 […]