Estate Planning Resources - Page 2 of 7

What Assets are Subject to Probate?

August 21, 2023

Under Wisconsin law, probate is required when the estate of the deceased has a value of $50,000 or more, but there are some exceptions.

At What Age Should You Make a Will?

July 24, 2023

A will is a legal document that provides instructions regarding the handling of your estate after your death. Any adult over the age of 18 should consider making a will – and not just if you’re wealthy.

What Debts are Forgiven When You Die in Wisconsin?

June 26, 2023

Which debts are forgiven when you die in Wisconsin depends on the type of debt and whether you have heirs.

What Documents Should I Have For My Elderly Parent?

May 15, 2023

There are some essential legal documents that will make it easier for you to handle your parents’ needs when the time comes, including documents related to finances, health, and the estate.

Who is Responsible for Managing the Probate Process in Wisconsin?

April 10, 2023

The executor is the person who is legally responsible for managing the probate process. In Wisconsin, the executor is called the personal representative. A personal representative is a person you specify in your will to handle your affairs after your death. If you don’t have a will, the court will appoint a personal representative.

How Long Does an Executor Have to Settle an Estate in Wisconsin?

March 6, 2023

There are many tasks that the executor must handle as part of probate, and the length of time it takes to complete them can vary greatly.

Protecting Your Assets as You Age

January 16, 2023

A comprehensive estate plan will help you maintain proper control of your assets and protect them as you age.

Creating an Estate Plan with Special Needs Children

December 5, 2022

An estate plan is essential for everyone, but it is particularly critical in the case of those with special needs children.

What is the Difference Between Estate Planning and Business Succession Planning?

November 28, 2022

While some people use the terms interchangeably, an estate plan and a business succession plan are two different things. An experienced attorney will help you select and implement the planning vehicles that are best for your situation.

What is the Difference Between Co-Agents, Co-Trustees, Co-Powers of Attorney, and Co-Surrogates?

October 17, 2022

Setting up a trust and assigning agents and trustees can be complicated. It is helpful to seek legal guidance to ensure that you understand the options available and their impact.