One of the most common—and dangerous—phrases in Estate Planning is “that would never happen.” This article explores how assumptions about family dynamics, relationships, and behavior often lead to unintended conflict, litigation, and failed plans. By examining where these assumptions break down, both attorneys and families can build Estate Plans designed to withstand real-world challenges.
Estate Planning
Declare Your Independence From Intestacy
Every Fourth of July, we celebrate the right to determine our own destiny. Yet many Americans leave some of life’s most important decisions to state intestacy laws by failing to create an Estate Plan. This Independence Day, learn why declaring your independence from intestacy may be one of the most meaningful gifts you can leave for the people you love.
LGBTQ Estate Planning for Wisconsin Families: 7 Ways Parents Can Protect Their Children
Parents spend years helping their children build a secure future. For parents of LGBTQ+ children, that commitment often includes thinking about how legal and financial decisions may affect their child throughout adulthood. While significant legal protections exist today, estate planning remains an important tool for helping ensure your wishes are honored and your loved ones […]
Trustee Selection: Why It Matters and How to Get It Right
Selecting a trustee is one of the most important—and most misunderstood—decisions in Estate Planning. While many individuals focus on who will receive their assets and how those assets will be distributed, far fewer consider the impact the Trustee will have on the management and distribution of those assets. This article explores why trustee selection matters, common pitfalls that lead to conflict and litigation, and how thoughtful planning can help preserve both family harmony and a lasting legacy.
Tax Planning for 2025 and Beyond
Planning is important for your income taxation during life as well as for any estate taxes at death. With year-end approaching, it is an ideal time to begin planning for the year ahead. As Benjamin Franklin said: “By failing to prepare, you are preparing to fail.
