Probate 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 MoreSo, I thought I was going to Arizona for 10 days of sunshine, shorts and sandals. Arizona had a slightly different idea of how to play host for my visit. For any of you who ...
Read MoreBy the time you read this I should be in sunny Arizona either on a mountain bike, a golf course, or on the patio with a cold beverage, depending on the time of day. As ...
Read MoreAs we emerge from the isolation, distrust and fear that have been an unfortunate by-product of that nasty virus that came out of Wuhan in 2019, one positive outcome I’ve observed is that we now ...
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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