Tag: planning
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National Healthcare Decisions Day
April 16th is National Healthcare Decisions Day. NHDD is an effort to encourage people to sign a Health Care Power of Attorney and engage in conversations about end-of-life care. Advance care planning involves making future healthcare decisions that include much more than deciding what care you would or would not want. National Hospice and Palliative…
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Wisconsin blended families & Estate Planning
In Wisconsin when you are blending families, estate planning should be a higher priority on your to-do list. The stakes can be quite high if you fail to plan. However with the proper estate plan, you have the ability to protect your children and your current spouse in the event of your death. Things are…
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Estate Planning: a Gift for your loved ones
Preparing your estate plan is a wonderful gift that you give to your family and friends. It not only saves money for your surviving loved ones, but it can also avoid unnecessary complications. “Estate planning isn’t something you do for you. You do it for the ones you love.” Elder Law Attorney – Rebecca Mason…
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Estate Planning for Gen X
We are all grown up now. Many of us are married. Many have kids graduating from high school, some are just starting our families. Most of us have real jobs, retirement plans, life insurance, and own our home. Yet many of us have not started estate planning? Many of us don’t want to think about…
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Tax season And estate planning?
We are about half-way through this years Tax season. Did you know the recent changes to the tax laws may impact your estate plan? These changes may have not been anticipated when you created or last reviewed your plan. A well-crafted estate plan can help minimize estate taxes. And strategically handle your assets when you…
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10 Questions to Ask Your Loved Ones
We know the importance of planning for major events in our lives and sharing those plans with our family members and loved ones. When dealing with finances, sometimes we hesitate. Discussing financial issues with family members often waits until a crisis occurs. Unfortunatley, it may be too late. Money can be a sensitive subject with…
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