Estate Planning Tips for Unmarried Partners

More couples than ever are building deep, lasting relationships without ever walking down the aisle. Whether by choice, circumstance, or principle, many Americans are opting out of marriage—but not out of commitment. Data indicate that cultural norms regarding marriage in the United States have undergone significant shifts over the past several decades....

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Retirement Planning for Madison, WI Business Owners

Many employees save for retirement by participating in their employer’s 401(k) plan and maybe even opening an individual retirement account (IRA) or Roth IRA for additional savings.

As a business owner, planning for retirement requires more effort, foresight, and strategy. In addition to navigating the wide range of retirement...

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Homestead Exemptions and Estate Planning

The term homestead may seem like a throwback to pioneer days, but homestead exemption laws are directly relevant to today’s estate planning and can play a valuable role in a modern plan.

Almost every state has some form of homestead exemption law primarily focused on reducing property taxes and...

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Foster Children and Estate Planning

A foster child may come into your life through the court system, an agency, or your own extended family. However it begins, the relationship can grow into something deeply personal, with the unshakable feeling that this child is yours.

However, the law does not always see the relationship that...

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Homes and Estate Planning

Your home is likely one of the most valuable assets you own, if not the most valuable.

Calling it an asset can sound cold. A home is far more than an assortment of materials and possessions. It is also a place to live, gather, create life stories, and share...

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Ask Your Loved Ones What They Want

The holiday season is right around the corner, and you have likely been shopping for the perfect gifts for your loved ones. You may have been wandering through crowded stores, scrolling through online marketplaces, or replaying conversations you have had with your loved ones over the past few months, trying to recall...

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Do I Need a Will or a Trust?

Yes, everyone needs a will, a trust, or both. These important tools ensure that your legacy will be carried out according to your wishes and allow you to provide for loved ones after your passing. A properly prepared trust can also help avoid probate, which is a lengthy, public, and often expensive...

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New Parents and Estate Planning

Congratulations on your new baby! Becoming a parent is an incredible journey filled with joy, love, and a whole lot of sleepless nights. It is also a time when you start thinking about the future in an entirely new way. You want to ensure that your child is always protected, no matter...

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New Babies and Estate Planning

Have you just welcomed a baby to the family? Protecting your newborn goes beyond car seats and babyproofing. Ensure that your child is protected no matter what life brings by creating an estate plan. Establishing an estate plan is one to-do task that many people put off. They may delay this very...

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