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I Want to Avoid Probate…Right?

Posted on February 14, 2019 by

In my opinion, education is the most impactful aspect of my role as an estate planning attorney.  I often tell the story that when I first decided upon estate planning – over ten years ago – I excitedly told my husband that I had settled upon my specialty.  He responded supportively – “That’s great!” …So, […]

Will the Nursing Home take my house?

Posted on January 16, 2019 by

When faced with the possibility of paying for nursing home care, many people I meet with are concerned about what will happen to their house. Inevitably, I am asked, “Will the nursing home take my house?” To protect the house, clients want to immediately give it away to their child or children. Although this sounds […]

Create Your Emergency Money List

Posted on December 28, 2018 by

If you are married, it is likely that either you or your spouse assume primary responsibility for financial matters, like paying your bills, filing your tax returns, choosing your investments, buying insurance, and applying for loans.  If you are single, then you are probably the only person who knows everything about your finances.  In either […]

Avoiding Guardianship

Posted on December 28, 2018 by

The term “Guardianship” makes most people think of a child whose parents passed away or are in the process of getting divorced.  However, in the estate planning arena we speak of Guardianships for adults.  In Wisconsin, a Guardian is an agent, appointed by the Court, to take over for an adult individual who becomes incapacitated […]

What Kind Of Property Owner Are You?

Posted on December 28, 2018 by

You might own a house.  Maybe you own a cabin or cottage, hunting or farm land, or other properties as well.  Regardless of the type of property that you own, the previous owner of the property gave you a deed when you bought the property.  If you bought the property by yourself, the deed named […]

Estate Planning for Blended Families and Second Marriages

Posted on December 28, 2018 by

In today’s world the “traditional family” of a man, woman and their 2.5 children is becoming a lot less common.  The term “blended family” has been coined to describe multiple families that are brought together and integrated into each other.  A blended family can mean that one or both parents bring children from a previous […]