How to Avoid Probate
Nov 18, 2015
Estate planning truly is the ultimate gift for your loved ones, and a comprehensive estate plan should always include a review of the titles and beneficiary designations for all assets to ensure they...
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5 Reasons You Need a Will if You Have Minor Children
Jan 05, 2015
If you are the parent of a minor child or minor children, having a will in place is essential. With a properly drafted will, you can accomplish all of the following. 1. Name a Guardian Your will desi...
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Top ten mistakes made with beneficiary designations
Aug 05, 2014
This list explains common mistakes people make when designating a beneficiary, and how you can avoid making the same mistakes....
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Essential Estate Planning Documents in Wisconsin
Apr 30, 2013
A basic will-based estate planning package for a Wisconsin resident should include, at the minimum, the following documents. However, if you wish to avoid probate upon your death, you may wish to cons...
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Managing a Wisconsin LLC
Jul 14, 2010
Assets Any assets that you wish to be owned by the LLC are titled in the name of the LLC. Bank Accounts All business bank accounts, including checking and savings accounts, are in the name of the LLC...
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Checklist of Actions Upon Death
Oct 12, 2009
Obtain Death Certificate Obtain several copies of the decedent’s death certificate, which you’ll need for his or her employer, life insurance companies, and/or the decedent’s attorney for legal proce...
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