Avoiding Estate Plan Conflict

Avoiding Estate Plan Conflict

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...
Estate Planning of Digital Assets

Estate Planning of Digital Assets

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...
Tip to Trustees and Personal Reps

Tip to Trustees and Personal Reps

Tip to personal representatives and trustees of estates: Do not pay the debts of the decedent randomly or from your own pocket. There is a statutory order of priority when it comes to paying debts and some debts of the decedent may not have to be paid. Marshall the...
Post Divorce Common Mistake

Post Divorce Common Mistake

After a divorce, it is important to update your beneficiary designations and power of attorney for healthcare/finance.  Although many are quick to update, it is imperative that you do not name your minor children as direct beneficiaries.   The reason is two-fold. ...