September 1st, 2025 |
Ground Financial Planning and Giving in Faithful Stewardship
Reading Time: 3 minutesWith each announcement of a new law or administrative order affecting our finances, advisors at all levels of wisdom do their best to steer their listeners to various courses of action. Some are motivated by misunderstandings, some are motivated by fear, and most are motivated by greed (often the greed of the advisor). With all… Continue reading Ground Financial Planning and Giving in Faithful Stewardship
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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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April 1st, 2025 |
When a Tree Falls
Reading Time: 2 minutesProperty owner liability can be caused by many events, some of which seem unlikely. A recent accident in Waukesha County illustrates this fact. In the fall of 2016, the area was experiencing gusty winds. At the same time, a property owner’s neighbor was cutting his grass. A gust of wind struck a stand of trees… Continue reading When a Tree Falls
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September 15th, 2023 |
Medicaid Matters: Navigating Long-Term Care and Asset Protection
Reading Time: 2 minutesA common concern among seniors is Medicaid eligibility for long-term care services. Seniors face the daunting prospect of exhausting their savings to cover nursing home expenses. With limited coverage from Medicare and traditional health insurance, Medicaid often becomes the only viable option for our aging residents. What is Wisconsin Medicaid? Wisconsin Medicaid is a joint… Continue reading Medicaid Matters: Navigating Long-Term Care and Asset Protection
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