Five words no one ever wants to hear from their doctor are “Get your affairs in order.” Unfortunately, 76 percent of Americans do not have a will, and it often requires a chronic disease, terminal illness diagnosis, or other life-changing event to prompt people to start the estate planning process.[1]...
Category: Financial Power of Attorney
Estate Planning Tips for Someone Facing Major Surgery in Wisconsin
Receiving news that you need major surgery is never easy. Preparing for work absences, planning for childcare and household responsibilities, and understanding the procedure itself and your recovery timeline may be among the things you are worried about. If you have only a short time (weeks or days) to react, focusing on...
Estate Planning as a Love Language: Protecting Those Who Depend on You in Wisconsin
We all have different ways of giving and receiving love, and those preferences can reveal a great deal about us.
You may be the type who expresses love with words, telling people you care about them or crafting carefully worded messages for someone when they need encouragement. Or maybe...
Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners in Madison, WI
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....
Passing Along a Benefit, Not a Burden: Why Planning for Absence and Incapacity Is Indispensable for Business Owners
As a business owner, you have likely considered establishing an estate plan to ensure your company’s continued success after your passing. However, comprehensive estate planning also addresses what will happen if you become mentally incapacitated (unable to manage your affairs) due to illness, injury, or cognitive decline, or if you need to...
12 Estate Planning Blunders You Cannot Afford to Make in Madison, Wisconsin
Many people believe that a simple will is all they need to accomplish their goals for the future. However, a flawed estate plan can create just as many headaches, heartaches, and expenses for your loved ones as having no plan. Life changes, laws evolve, and even the best intentions can fall short,...
Minimalism May Be Great for Your Stuff and Finances but Not for Your Madison, Wisconsin Estate Plan
In a modern world marked by information overload, overflowing inboxes, nonstop notifications, and the constant pressure to accumulate more stuff, minimalism offers a compelling counternarrative.
Born from the mid-twentieth century artistic rebellion and revived in the 2010s on the back of increased digital clutter, climate anxiety, and economic strain,...
Estate Planning for Military Families in Madison, Wisconsin
Whatever the time of year, it is always good for members of the military and their loved ones to create or revisit their estate plan. Military families face unique estate planning considerations that others do not, especially when a family member is deployed overseas or receives a temporary duty assignment. In addition,...
Being Deployed? Here Is What You Need to Do
You have just received your orders, and you will be deployed shortly. No matter how soon you are leaving, there is still time to ensure that your affairs are in order.
Review or prepare a Family Care Plan. Regardless of the branch of the military...Your Divorce Decree: The First Step in Estate Planning in Madison, Wisconsin
You and your spouse have recently divorced, and the judge has signed the divorce decree. Now what? Although you may feel that you have spent enough time and money on lawyers, there is one last attorney you need to talk to: an estate planning attorney. If you and your former spouse created...