Irrevocable Vault Trust for Medicaid Planning in Wisconsin: Protect Your Assets & Qualify

Feb 26, 2026 | Medicaid, Trusts

As we age, the cost of long-term care can become overwhelming. In Wisconsin, Medicaid can help cover these expenses, but eligibility rules are strict. One of the most effective strategies for Medicaid planning in Wisconsin ...

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Is it time to review your estate plan?

Jan 16, 2018 | Families, Legacy, Trusts, Wills

When did you last review your estate plan?  How long ago did you put in place your estate plan?  5 years? 10 years?  Over 10 years?  Do you currently have an estate plan in place? ...

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How can I preserve my assets for my kids and loved ones?

May 25, 2017 | Families, Legacy, Medicaid, Probate, Taxes, Trusts

With tax time just behind us, you may be thinking you did well by minimizing what you paid to Uncle Sam and your state in taxes, so more can go to your family.  Every year ...

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10 Estate Planning Questions to Ask Yourself

We are all busy, right? We have things to do, places to visit, and people to see. So, it is understandable why people do not often think about what would happen in an emergency, where something ...

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5 Common Misconceptions about Estate Planning

Apr 25, 2017 | Probate, Saving Money, Trusts, Wills

Whenever you work long enough in a selected profession, you often find that there are common questions that arise and many times common misconceptions as well. Estate planning is no different. Here are five of ...

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How much does a will cost? How much does a trust cost?

Apr 12, 2017 | Saving Money, Trusts, Wills

By far, one, if not the, most common question asked, is “How much does this cost?” Rightly so, attorneys carry the dubious distinction of being attentive to the time (see this article for an example), ...

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Do I need a Will or a Trust?

Mar 17, 2017 | Trusts, Wills

What is a will? What is a trust? How does one differ from the other? Which one do I need? Rightly so, there is a fair amount of confusion concerning wills and trusts. While there ...

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Make 2017 the Year You Complete Your Estate Plan!

The start of the New Year almost always brings with it new goals and resolutions. So, what is the best way to meet these goals head-on and successfully complete them? Oftentimes, the key is in ...

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What Is The Difference Between a Will-based Plan and a Trust-based Plan?

Jan 10, 2017 | Families, Trusts, Wills

Almost everyone has heard about wills and trusts, but what is the difference between the two? Is one better than the other? While everyones situation varies, the more you understand about how they differ, the ...

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