Reading Time: 3 minutesAt a recent client conference, I asked some long-time clients of mine whether any changes to their revocable trust were necessary in light of life changes. Their response was horrifying. “Our financial advisor told us we don’t need a trust, and we can just put beneficiaries on our accounts.” Putting aside the illegal practice of… Continue reading The Five Hidden Dangers of Beneficiary Designations
Reading Time: 3 minutesPlanning for Spring Sometimes it’s hard to believe, but spring is right around the corner. That means it’s soon time to turn your attention to your yard. Whether you are planning a full landscaping overhaul or simply refreshing a few garden beds, thoughtful preparation now can help you avoid costly mistakes later. Selecting and Contracting… Continue reading Legal Considerations for Spring Landscaping
Reading Time: 4 minutesPeople in Wisconsin are very used to cold and snowy winters. Many of us have grown up with them. Therefore, everyone knows, perhaps more than they would like, how difficult they can be. Outdoor activities and travel are affected. What would otherwise be a simple trip can turn into a major endeavor. It seems like… Continue reading Injured in a Slip-and-Fall Accident?
Reading Time: 3 minutesNow that another holiday shopping season has passed, an alarming trend is becoming more and more prevalent among believers. Often for misguided reasons, believers are increasingly likely to patronize large corporations than they are to give their business to local merchants. This reflects three misconceptions and ignores three benefits of doing business with our neighbors.… Continue reading The Blessings of Local Businesses
Reading Time: 3 minutesDoes someone owe you money right now that they will not pay you? Does someone have property of yours that they should return to you, but are refusing to do so? Are you a landlord who needs to recover unpaid rent and/or evict a troublesome tenant? If any of these situations have you nodding your… Continue reading Small Claims Court in Wisconsin
Reading Time: 3 minutesWhen people talk about “Medicaid planning,” they generally mean arranging finances so someone can qualify for Medicaid long-term care coverage without unnecessarily losing their home, savings, or the financial security of a spouse. Good planning can reduce stress, preserve more of a person’s lifetime wealth, and avoid costly mistakes such as triggering a divestment penalty… Continue reading Medicaid Planning in Wisconsin: Practical Steps for Protecting Assets and Access to Care