Filtered by Category: Wills & Estate Planning Clear all filters
Posted on Mon Jan 20th, 2020 at 11:31 am
One of the most common questions asked after the death of a family member or loved one is, Do I need to start a probate? This post gives some general guidelines for answering that question.
Posted on Mon Sep 16th, 2013 at 10:20 am
You are concerned that your parent, grandparent or another older relative may not be able to drive safely any longer. How do you approach this subject recognizing that this privilege of adulthood is difficult for the driver and their family to discuss? Here are some resources that will be of help.
Posted on Wed Feb 13th, 2013 at 10:39 am
Here is the link to a video I recently created with Tom Boudreau of R & R Insurance about 3 essential estate planning documents.
Posted on Thu Jun 28th, 2012 at 12:38 pm
Why You Need a Will
It is a great explanation of why everyone over the age of 18 should have a will.
Posted on Wed Mar 14th, 2012 at 1:03 pm
Estate Planning and Safety Deposit Boxes
Posted on Tue Aug 9th, 2011 at 1:26 pm
Wisconsin Estate Planning Tips Part 3
Posted on Mon Jul 18th, 2011 at 1:29 pm
Wisconsin Estate Planning Tips Part 2
Durable Power of Attorney for Finances and Property
Posted on Wed Apr 6th, 2011 at 1:31 pm
Wisconsin Estate Planning Tips Part 1
Posted on Thu Jan 27th, 2011 at 1:56 pm
The Valentine's Day Gift That Keeps On Giving