Sep 28, 2019 | Estate Planning, Trusts, Wills
Great practical tips from litigated experiences. Best to leave adjustment provisions (provisions that try to balance inheritances due to outstanding inter-family loans, etc.) out of a Trust or Will, and update it at frequent intervals instead. Moreover, ask your...
Sep 19, 2019 | Uncategorized
Answer: When not titled correctly. Currently, I am working with a cleint that would like a property solely titled in her and her sister’s names as her 5 other siblings who are on the deed are now deceased. Simple enough…however, the deed is titled as...
Aug 28, 2019 | Estate Planning
Basis step-up is a powerful tax-saving tool. Often, it is why it is preferable to bequeath a home/stocks instead of gifting it. Although this article is making the case against basis step-up, it is important to understand why it is so advantageous and why you should...
Aug 21, 2019 | Estate Planning, Trusts, Wills
Wisconsin, like The Revised Uniform Fiduciary Access to Digital Asset Act, establishes of a “three-tier priority system of user direction for disclosure of digital property as follows: 1) an online tool; 2) any other governing instrument (estate planning...
Aug 2, 2019 | Uncategorized
Great article that stresses how you can protect your expected inheritance and to make sure that your parent’s estate planning documents are drafted correctly. As the article states, “double check to make sure that any inheritance that might be received...
