For security of Client confidentiality, for the confidence that our work and our products are accurate, and legally sound as products of a depth of real-world legal experience and expertise, The Estate Planning Group is ...
Read MoreUsing a Limited Liability Company (LLC) can help protect family assets from Medicaid eligibility calculations. To qualify for Medicaid in Wisconsin, an individual must meet certain income and asset requirements, which can be a devastating ...
Read MoreAs we age, the need for long-term care services may arise, and the cost of such care can be overwhelming. In Wisconsin, Medicaid is a program that can help cover these expenses, but it has ...
Read MoreProbate is the legal process of validating a deceased person’s will and distributing their assets. While probate is a necessary process for those who not completed probate avoidance planning, it can also have a significant ...
Read MoreTrusts are an important part of estate planning, which helps protect your clients’ financial legacy from creditors, taxes, and mismanagement by their own heirs. With proper planning and execution, trusts can provide asset protection and ...
Read MoreIf you want to secure your financial future and protect your legacy, estate planning is critical. Estate planning involves creating a legal plan for the management and distribution of your assets after you pass away. ...
Read MoreWhile I’m usually pretty up-beat as I write my weekly message, news earlier this week brings me to a more sobering and reflective mood. The crash that closed down Hwy 41 in Appleton this week ...
Read MoreJust ending a busy week with our pro bono educational presentations in libraries throughout Northeastern Wisconsin – we visited Antigo, Chilton, Shawano, and Kaukauna. One of the things that giving so many presentations in such ...
Read MorePeople will do just about anything to try to get out of a bad situation. Mainly, finding themselves in desperate straights because they either did not heed the advance warnings, or they just refused to ...
Read MoreWe're here to answer your questions and help you begin your Life & Legacy planning journey. Reach out today for a complimentary consultation.
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