Blog: inheritance

 

Our Blogs

Protecting Your Inheritance

Posted on September 20, 2021 by
Blog

So you’ve received an inheritance and you’re married. The person who left you the inheritance probably intended for it to benefit you, not your spouse, if you get divorced. How do you protect the inheritance? Wisconsin law provides limited protection.  Under Wisconsin’s Marital Property Act, which governs the classification of assets during marriage and on […]

My Parents Want to Leave My Son With Special Needs an Inheritance…Will He Lose His Benefits?

Posted on August 28, 2019 by
Blog

Leaving an inheritance to a loved one with special needs who is or will be receiving government benefits (SSI, medical assistance, long term care services) is tricky and can have unintended negative consequences if not done carefully. Well-meaning gifts may result in the loved one (who I will refer to as the “Special Needs Beneficiary”) […]

Estate Planning for Blended Families and Second Marriages

Posted on December 28, 2018 by
Blog

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 […]