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Insights on Estate Planning
Practical, plain-English thoughts on wills, trusts, and planning for your family's future — no jargon required.
Transfer on Death Deeds in Wisconsin: What They Do, and When You Need More
TOD deeds let a Wisconsin home skip probate with one recorded document. Here's exactly how they work under Wis. Stat. § 705.15, and the situations where a trust plans for more than a deed ever can.
Read more →Special Needs Trusts in Wisconsin: A Family's Guide to the Different Types (and Which One You Need)
Not all special needs trusts are the same. Here's how first-party, third-party, and pooled SNTs work under Wisconsin law, and how to tell which one your family needs.
Read more →Medicaid Asset Protection Trusts in Wisconsin: A Complete Guide
How a Medicaid Asset Protection Trust works under Wisconsin law, the 60-month look-back, and what Central Wisconsin families need to know before nursing home costs hit.
Read more →What Happens If You Die Without a Will in Wisconsin?
If you die without a will in Wisconsin, state law — not you — decides who inherits your property. Here's exactly how Wisconsin's intestate succession law works, and who it leaves out.
Read more →Will vs. Trust: Which Do I Actually Need in Wisconsin?
Not sure if you need a will or a trust in Wisconsin? Here's a plain-English breakdown of what each one actually does, what it costs, and how to decide.
Read more →Will, Trust, or Medicaid Asset Protection Trust? A Decision Flowchart Every Wisconsin Family Should See
A plain-English flowchart and guide to help you figure out whether you need a will-based plan, a revocable living trust, or a Medicaid asset protection trust.
Read more →What Are the Legal Requirements for a Will in Wisconsin?
Wisconsin law sets out specific requirements for a valid will. Here's a plain breakdown of each one and its statutory basis under Chapter 853.
Read more →What Are the Legal Requirements for a Trust in Wisconsin?
Wisconsin's Trust Code lays out exactly what makes a trust legally valid. Here's a plain breakdown of each requirement and its statutory basis.
Read more →What Is Probate, and Why Should You Avoid It?
Probate is time-consuming, expensive, and public. Here's what the process actually involves in Wisconsin, and how to avoid it with proper planning.
Read more →Common Estate Planning Mistakes Wisconsin Residents Make
From skipping a plan entirely to forgetting to fund a trust, here are the estate planning mistakes I see most often — and how to avoid them.
Read more →What Is Estate Planning and Why Is It Important in Wisconsin?
Estate planning isn't just for the wealthy. Here's why it matters for Wisconsin families of every income level, and where to start.
Read more →Have a Question a Blog Post Can't Answer?
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