Filtered by Category: Wills & Estate Planning Clear all filters
Do I Need To Start A Probate?
Posted on Mon Jan 20th, 2020 at 11:31 amOne 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.Discussing Driving with Aging Family Members: Effective Ways to Approach the Subject
Posted on Mon Sep 16th, 2013 at 10:20 amYou 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.3 Documents You Should Have
Posted on Wed Feb 13th, 2013 at 10:39 amHere is the link to a video I recently created with Tom Boudreau of R & R Insurance about 3 essential estate planning documents.Why You Need a Will
Posted on Thu Jun 28th, 2012 at 12:38 pmWhy You Need a WillIt is a great explanation of why everyone over the age of 18 should have a will.
Estate Planning and Safety Deposit Boxes
Posted on Wed Mar 14th, 2012 at 1:03 pmEstate Planning and Safety Deposit BoxesWisconsin Estate Planning Tips Part 3
Posted on Tue Aug 9th, 2011 at 1:26 pmWisconsin Estate Planning Tips Part 3Wisconsin Estate Planning Tips Part 2
Posted on Mon Jul 18th, 2011 at 1:29 pmWisconsin Estate Planning Tips Part 2Durable Power of Attorney for Finances and Property