An Estate Plan can be signed, stored, and still be outdated. Major life changes, old beneficiary designations, unfunded Trusts, and outdated incapacity documents can all create problems when the plan is needed most. Read on for ten signs that your Estate Plan may be living in the past.
Estate Planning
Estate Planning For Blended Families: How To Avoid Conflict
Estate planning for blended families in Wisconsin can reduce conflict. Learn practical steps for Middleton and families, before problems start.
Don’t Make These 5 Mistakes When Creating a Will
Writing a will is not something that most people are particularly excited about. After all, no one likes to think about passing away, or even becoming incapacitated and not being able to handle their own affairs. Still, it is an absolutely critical part of financial planning, and it’s vital to ensure you protect those you […]
Do This Estate Planning Task Each Year to Avoid Problems
Most people know they should make an estate plan, even if the idea of thinking about what happens after their death is not very pleasant. Since considering the distribution of your assets after death is not a fun subject, it’s tempting to make your plan once and then put the concept out of your mind. […]
Trust Administration vs. Probate: What Are the Differences?
When you pass away, your loved ones can’t just walk away with your possessions. There must be a formal process for the transfer of your assets. This often takes the form of probate, which involves going to court to settle the estate. However, probate has some pretty big downsides. If you want to avoid those […]
