April 1st, 2026 |
The Five Hidden Dangers of Beneficiary Designations
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
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June 1st, 2025 |
How Couples Can Legally and Financially Prepare for Marriage
Reading Time: 3 minutesSummer in Wisconsin is a busy time for weddings! And while they’re full of excitement, it’s just as important to plan for what comes after the big day. From prenups to estate planning to setting shared financial goals, below I outline some tips for how to cover your bases and build a secure future together.… Continue reading How Couples Can Legally and Financially Prepare for Marriage
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May 2nd, 2025 |
Three Reasons Why I Don’t Recommend Title Lock Insurance
Reading Time: 3 minutesOne of the most common questions that comes up during estate planning consultations at my office is based on commercials on late-night television and ads that sometimes pop up on social media. What are those commercials selling? Title lock insurance. What’s their pitch? The commercials suggest that identity thieves may steal the ownership of people’s… Continue reading Three Reasons Why I Don’t Recommend Title Lock Insurance
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