Reading Time: 3 minutesAfter speaking to and meeting with thousands of people regarding estate planning, a few main lessons stand out. First, wise Christians see estate planning as stewardship of their assets and are happy to invest the time and resources necessary into stewarding those assets well. Second, a vast majority of clients are surprised by how noninvasive… Continue reading 3 Reasons Why Trusting Online Estate Planning Documents Is A Bad Idea
Reading Time: 2 minutesThe Value of Legal Counsel When individuals are involved in a personal injury accident, they need to decide whether to retain an attorney. It is well-known that an attorney will charge a contingent fee for their services. Typically, the attorney will take one-third of any amount recovered as a fee. A calculation can be done… Continue reading To Get an Attorney or Not
Reading Time: 3 minutesProbate law in Wisconsin governs the legal process by which a deceased person’s assets are distributed and their debts settled. The probate process can be complex, involving various legal requirements and procedures. Understanding these laws is crucial for both executors and beneficiaries to navigate the system effectively. What is Probate? Probate is the legal process… Continue reading Wisconsin Probate Law: An Overview
Reading Time: 3 minutesIn our quaint community of Menomonee Falls, an enduring legacy was born in 1953 when John McLario, a beloved figure within the town, established The McLario Firm. Rooted in the values of faith, family, and community, the firm has remained true to its founding principles for the past 70 years. Values Integrity – Servant Leadership –… Continue reading Our Business Profile: The McLario Firm
Reading Time: 2 minutesBased on hundreds of discussions with current and potential clients, the most common reason that most individuals do not include a charity in their estate plan is because they do not want to invite the complicated process that comes along with making updates to an existing plan. While almost every client who I actually work… Continue reading Three Reasons Why You Should Consider Supporting EAA With A Beneficiary Designation
Reading Time: 3 minutesMedicaid planning is a crucial financial and legal strategy for individuals in Wisconsin seeking long-term care. It ensures qualification for Medicaid benefits while protecting assets and maintaining quality of life. Medicaid, a joint federal and state program, provides healthcare coverage for low-income individuals, including long-term care services. However, Medicaid’s eligibility rules and benefits are complex… Continue reading Medicaid Planning in Wisconsin: Eligibility, Asset Protection, and More