January 25th, 2025 |
Understanding Guardianship in Wisconsin
Reading Time: 4 minutesThere comes a time in some lives when adults simply cannot take care of themselves any longer. For some, this comes with a disability, others with injury or advanced age. In Wisconsin, these events are often dealt with by the appointment of a guardian. This article provides a brief summary of what a guardian does… Continue reading Understanding Guardianship in Wisconsin
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January 1st, 2025 |
3 Reasons Why Trusting Online Estate Planning Documents Is A Bad Idea
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
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November 1st, 2024 |
Wisconsin Probate Law: An Overview
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
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September 15th, 2024 |
Three Reasons Why You Should Consider Supporting EAA With A Beneficiary Designation
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
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August 1st, 2024 |
Medicaid Planning in Wisconsin: Eligibility, Asset Protection, and More
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
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June 1st, 2024 |
Delaying Estate Planning Is Accepting Lies As Truth
Reading Time: 4 minutes“Now concerning the times and the seasons, brothers, you have no need to have anything written to you. For you yourselves are fully aware that the day of the Lord will come like a thief in the night. While people are saying, “There is peace and security,” then sudden destruction will come upon them as… Continue reading Delaying Estate Planning Is Accepting Lies As Truth
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October 1st, 2023 |
A Five-Point Checklist For Every Estate Plan
Reading Time: 3 minutesAs 2023 nears its end, every adult should take the time to review their estate plans to ensure their legal and practical relevance. The people named in various documents may or may not be the right people to inherit property or make decisions in the event of incapacity or death. Additionally, document legality might have… Continue reading A Five-Point Checklist For Every Estate Plan
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April 15th, 2023 |
Wisconsin Medicaid Eligibility and Long-Term Care: What To Watch For In 2023
Reading Time: 2 minutesGreetings everyone! I’m very grateful to have recently joined The McLario Firm located in beautiful downtown Menomonee Falls. I look forward to meeting and working with many of you over the coming months and years. One of the top issues I’ve heard from clients lately concerns Medicaid eligibility for seniors needing long-term care services in… Continue reading Wisconsin Medicaid Eligibility and Long-Term Care: What To Watch For In 2023
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January 15th, 2023 |
A Five-Item Checklist for Legal Matters
Reading Time: 3 minutesProverbs 21:5, “The plans of the diligent lead surely to abundance, but everyone who is hasty comes only to poverty.” With a New Year here and plenty of uncertainties looming over the coming weeks and months, now is an appropriate time to take stock of present realities in our personal lives, including financial and legal… Continue reading A Five-Item Checklist for Legal Matters
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January 15th, 2023 |
5 Truths about Real Estate Titling
Reading Time: 3 minutesAs an estate planning attorney, I have the privilege of educating many clients on areas ranging from charitable giving to the various types of trusts. In providing that education, I often run across areas where many clients need clarification on a particular issue. One of those areas is the titling of real estate (land and buildings).… Continue reading 5 Truths about Real Estate Titling
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January 11th, 2023 |
Three Things Most People Don’t Know about Estate Planning
Reading Time: < 1 minuteIn a digital world where there is such an overwhelming amount of information available on any topic, it is no surprise that much of that information is false or misleading.
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January 11th, 2023 |
Five Signs Your Estate Plan Needs A Checkup
Reading Time: < 1 minuteAs an attorney working primarily in the area of estate plan, it has been an honor to assist thousands of individuals with understanding and preparing estate planning documents.
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January 11th, 2023 |
What’s Best, a Will, Trust, or Something Else?
Reading Time: < 1 minuteAs a lawyer who practices both estate planning and estate/trust administration, I have noticed a trend over the last several years of people increasingly relying upon direct beneficiary designations to pass property upon their death without involving the Courts or lawyers.
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January 11th, 2023 |
Limitations on Using Beneficiary Designations
Reading Time: < 1 minuteOne trend that I have noticed in recent years as an estate planner has been for older individuals to name their children (or other intended recipients) as direct beneficiaries on their assets. This is frequently known as a “P.O.D.” or “T.O.D.” designation, and nowadays it can be used to send almost any type of asset to one or more named recipients upon one’s death.
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November 24th, 2022 |
Give the Gift of Peace of Mind
Reading Time: 2 minutesEvery adult needs an estate plan, regardless of how wealthy or modest their assets are. Whether you want to ensure your children have a guardian named, your parents have their estate planned, or your college student has a power of attorney in place so you more easily address their medical or financial matters, give the gift that will provide the most meaning for your family when tragedy occurs.
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November 24th, 2022 |
A Few Overlooked Issues Haunt Many Christians’ Estate Plans
Reading Time: 3 minutesAs a Christian attorney specializing in estate planning, I am blessed to assist hundreds of families consider and complete their estate plans each year. As a Christian working at a Firm that has served Christians for generations, I am even more blessed to help Christians steward their assets for the glory of God and for the benefit of family members and charities on a regular basis.
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November 24th, 2022 |
How Should Living in An Anti-Christian World Affect A Christian’s Estate Plan?
Reading Time: 4 minutesTimothy 5:8 – “But if anyone does not provide for his relatives, and especially for members of his household, he has denied the faith and is worse than an unbeliever.”
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June 11th, 2022 |
Make Long-term care decisions based on truth, not assumptions or fear
Reading Time: < 1 minuteScripture is replete with reminders of the value of senior citizens to any society. It instructs us to honor our elders by listening to their wisdom and following their example.
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April 11th, 2022 |
How should living in an anti-christian world affect a christian’s estate plan?
Reading Time: < 1 minuteBeyond Paul’s reminder to Timothy, Scripture is filled with warnings for believers to be wise and prepared in providing for loved ones. In a world sprinting farther away from God’s will by the minute
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February 11th, 2022 |
Protecting the New Spouse With a Life Estate
Reading Time: 2 minutesAs our society continues to mature and second or even third marriages become increasingly common, a concern that frequently arises in estate planning is how to protect the new spouse from being turned
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March 11th, 2021 |
Give During Your Life for the Benefit of All Involved
Reading Time: 2 minutesAs many are aware, Holy Scripture is packed with references to the benefits of charity to those who give. Jesus Himself stated “It is more blessed to give than to receive
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