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In Case You Missed It – Closing the Estate: Probate, Property & Planning – Recap

Thanks to everyone who came out to the Estate Planning and Probate Panel at the Holmen Area Community Center on…

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How to Organize Your Affairs So Your Loved Ones Aren’t Left Searching

Leave More Than Memories: Essential Tips to Organize Your Estate Information As a trusts and estates attorney, I’ve seen firsthand…

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An Introduction to Elder Law and Medicaid Planning: What You Need to Know

As we age, planning for skilled nursing or other long-term care becomes increasingly important. Many people first start thinking about…

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Understanding Transfer on Death Deeds in Wisconsin: A Probate-Avoidance Tool for Real Estate

When it comes to estate planning, many people seek strategies to avoid probate—a court-supervised process of distributing assets after death.…

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How to Prepare for Your Estate Planning Appointment

Meeting with an estate planning attorney for the first time can feel overwhelming, but it doesn’t have to be. Being…

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Estate Planning Basics

Estate planning may sound like something reserved for the wealthy or elderly, but the truth is, everyone can benefit from…

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Should You File an Estate Tax Return on the Death of a Spouse?

When a spouse dies, the surviving spouse or personal representative must decide whether to file a federal estate tax return,…

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Trusts vs. Wills – Understanding Estate Planning

Trusts and wills are both estate planning tools used to manage and distribute assets upon an individual’s death, but they…

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Exploring Property Transfer Options at Death: Beneficiary Designations, Wills, and Trusts

Transferring property at death is a crucial aspect of estate planning, ensuring that assets are distributed according to an individual’s…

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What Will Happen When the Gift and Estate Tax Exemption Gets Cut in Half?

The estate and gift tax exemption is set to be cut in half in 2026. Proper planning may be necessary to make sure you are taking full advantage of the current exemption and aren’t negatively affected when it decreases. 

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