Rebecca Mason Law, has gathered some online resources you may find useful. Please consider using these Wisconsin resources with the advice of counsel.
Trusts
State of Wisconsin – Department of Revenue
Estates, Trusts and Fiduciaries Tax information
Wisconsin State Law Library – Trusts and Wills
Latest trends in trust administration – Article by Milwaukee Business Journal
Probate Links
Racine County Wisconsin – Clerk of Courts – Probate Court
Guardianship Links
Wisconsin State Law Library – Guardianship
Wisconsin State Legislature – Statute 48.023 – Guardianship
Caring.com
A Guide to Power of Attorney for Elderly Parents
Rebecca Mason Law Links:
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You’ve taken the long view. You’ve done the research. And you’ve made a plan. A plan for who is going to help you if you lose capacity (power of attorney documents) and a plan for how to distribute your assets after your death.![]()
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rebeccamasonlaw.com/2023/02/05/i-love-it-when-a-plan-comes-together-and-can-be-found/![]()
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But those plans won’t come together if they cannot be found…![]()
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If you read just one blog post on how to secure your estate plan, will, or power of attorney documents, this is it!![]()
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“I Love it when a plan comes together (…and can be found)”![]()
-John "Hannibal" Smith (The A-Team)![]()
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Consider sharing with your friends and loved ones: rebeccamasonlaw.com/2023/02/05/i-love-it-when-a-plan-comes-together-and-can-be-found/
We want to share a heartfelt thank you to our clients as 2022 draws to a close. This year has been one of growth as the firm celebrates its 10th year in business. The success of the firm is directly related to the relationships we have developed with our clients – both new and long-term.![]()
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We were fortunate to build our team to increase our capacity, adding Kimberly as our receptionist and Jelena as our law clerk. ![]()
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2022 was filled with many wins and some challenges. Together, we were able to overcome the challenges and grow stronger as a team to better serve our clients. In 2022, we assisted over 100 new clients with their estate planning, helping to ensure a smoother transition of wealth to the next generation. We also assisted more than 30 families through the difficult time of the loss of a loved one. And we had some significant successes helping clients secure guardianships over their loved ones.![]()
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We look forward to new opportunities, developing our existing relationships, and further growing our team in 2023. Have a safe & Happy New Year!![]()
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Check out our New Year’s Blog 2023 on our website ⤵️![]()
As we close the books on 2022… – Rebecca Mason Law, LLC
rebeccamasonlaw.com
We want to share a heartfelt thank you to our clients as 2022 draws to a close. This year has been one of growth as the firm celebrates its 10th year in business. The success of the firm is directly …
Merry Christmas and Happy Holidays from the Mason Family and the team at Rebecca Mason Law.![]()
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