Wisconsin Estate Planning: How to know when a loved one can no longer make legal decisions in Wisconsin?

In Wisconsin, a loved one is considered unable to make legal decisions when they lack legal capacity—meaning they cannot understand, appreciate, or communicate decisions about their personal, financial, or medical affairs at a functional level. Capacity is decision‑specific, not all‑or‑nothing: a person may competently handle simple daily choices yet be unable to...

Continue reading…

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....

Continue reading…

Planning for Absence and Incapacity as a Business Owner

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...

Continue reading…

Incapacity Planning and Pets

Few US adults have an estate plan. Even fewer have included a pet in their plan. Perhaps you have an estate plan that addresses who will take your pet when you die. But does it address the possibility of your incapacity and the need for a temporary pet caretaker?

Continue reading…

HIPAA: An Overview for Young Adults

The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare industry for protecting patient information and preserving privacy. This is usually a nonissue for minors because parents, as legal guardians, generally have access to their children’s medical information, make most of their medical...

Continue reading…

Are You Ready to Move Away from Home?

Moving away from home is a major milestone in adulthood. For the first time, you might have to secure housing, buy insurance, sign up for utilities, and manage your finances. All of this can feel overwhelming as you simultaneously adapt to a new living environment and possibly a new career.

Continue reading…

Essential Legal Documents for Incapacity Planning

Comprehensive estate planning involves more than just planning for your legacy after your death, avoiding probate, and reducing taxes. Good estate planning also appoints people to make legal, financial, and medical decisions for you if you are alive but unable to make those decisions for yourself (in other words, if you are...

Continue reading…

Estate Planning for Expatriates

The United States hosts the highest number of immigrants in the world, but increasingly, Americans say they are looking to relocate permanently to another country. A large percentage of wealthy Americans are also interested in buying real estate overseas and living there at least part-time.

While moving overseas is...

Continue reading…