For some people, creating an estate plan is as simple as focusing on a will and nothing else. Others, however, realize that they need to dig much deeper than this. Your job is to create an estate plan that puts your mind at ease, regardless of how complicated your situation may be. When you make […]
Special Needs Planning
The Pros and Cons of a Special Needs Trust in Baraboo Wisconsin
If you are interested in setting up a special needs trust for a disabled loved one, there is no better time than now to consider the pros and cons of doing so. While you can learn quite a bit on your own, one of the best steps you can take is to contact an experienced […]
What is a Special Needs Trust in Baraboo Wisconsin?
Do you have a loved one with a disability and receiving benefits from the government? Before leaving a special needs person an inheritance, be sure to consider a special needs trust. Leaving money directly to a special needs person could put your loved one in a bad position. In Wisconsin, as well as in other […]
What are the Costs of a Special Needs Trust in Middleton Wisconsin?
A Special Needs Trust is a trust that is for the benefit of a person that is receiving benefits from the government. The purpose of the Trust is to allow the beneficiary of the trust to have access to funds but NOT interfere with his/her benefits. Leaving a special needs beneficiary outside of the trust, […]
By Appointment Only
All Mail Should be Directed to the Middleton Address