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Stay informed with Wisconsin estate-planning articles, updates, and resources from the Law Office of David Watson, LLC and other industry leaders.

When Does a Deed Become a Nightmare?

When Does a Deed Become a Nightmare?

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 "tenants in...

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Basis Step-Up

Basis Step-Up

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...

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Inheritence Trust “Double Check”

Inheritence Trust “Double Check”

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 will be under...

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The Top Estate Planning Myths

The Top Estate Planning Myths

Everyone has an estate and everyone, regardless of age or net worth, needs a plan. You have loved ones that depend on an orderly transition and it is critical to protect their interests.  In addition, planning is not a one-time event, it evolves and changes as your...

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Has a myth about Estate Planning left you confused or kept you from starting?

The Estate Planning process captures your legacy by ensuring that your wishes are fulfilled while providing protection for your loved ones and assets.  However, many myths hinder the process and even prevent some people from getting started.  That is why we put together a helpful guide to address these myths and to provide you with insightful guidance.

Thank you!