Posts

Wisconsin Medicaid Asset Limits Explained 

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Preparing for long-term care often raises financial questions. Many Wisconsin families worry about qualifying for Medicaid without losing everything they have worked to build. Understanding Wisconsin Medicaid asset limits is an important part of Medicaid planning. Early planning can help you make informed decisions and avoid unnecessary financial stress. Wisconsin Medicaid rules can be difficult […] http://dlvr.it/TTqvx9

That Would Never Happen: The Most Dangerous Words in Estate Planning

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One of the most common—and dangerous—phrases in Estate Planning is “that would never happen.” This article explores how assumptions about family dynamics, relationships, and behavior often lead to unintended conflict, litigation, and failed plans. By examining where these assumptions break down, both attorneys and families can build Estate Plans designed to withstand real-world challenges. http://dlvr.it/TTghRq

Declare Your Independence From Intestacy

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Every Fourth of July, we celebrate the right to determine our own destiny. Yet many Americans leave some of life's most important decisions to state intestacy laws by failing to create an Estate Plan. This Independence Day, learn why declaring your independence from intestacy may be one of the most meaningful gifts you can leave for the people you love. http://dlvr.it/TTQBC4

Protecting Your Assets Through a Revocable Trust in Middleton, Madison, and Waunakee

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For many Wisconsin families, protecting your assets is a top priority. One estate planning tool that often plays a central role in this process is a revocable trust. A Revocable Trust allows you to manage your assets during your lifetime and direct how they are distributed after your death. At Krueger, Hernandez & Thompson, S.C., […] http://dlvr.it/TTGhDg

LGBTQ Estate Planning for Wisconsin Families: 7 Ways Parents Can Protect Their Children

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Parents spend years helping their children build a secure future. For parents of LGBTQ+ children, that commitment often includes thinking about how legal and financial decisions may affect their child throughout adulthood. While significant legal protections exist today, estate planning remains an important tool for helping ensure your wishes are honored and your loved ones […] http://dlvr.it/TSz2Q4

How to Change Your Will After Major Life Events in Middleton, Madison, and Waunakee

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Learn how to update your will after major life events in Middleton, Madison, and Waunakee to keep your estate plan current and effective. http://dlvr.it/TSffr2

Trustee Selection: Why It Matters and How to Get It Right

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Selecting a trustee is one of the most important—and most misunderstood—decisions in Estate Planning. While many individuals focus on who will receive their assets and how those assets will be distributed, far fewer consider the impact the Trustee will have on the management and distribution of those assets. This article explores why trustee selection matters, common pitfalls that lead to conflict and litigation, and how thoughtful planning can help preserve both family harmony and a lasting legacy. http://dlvr.it/TSMf8F

Estate Planning For Blended Families: How To Avoid Conflict

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Estate planning for blended families in Wisconsin can reduce conflict. Learn practical steps for Middleton and Baraboo families, before problems start. http://dlvr.it/TRvQNt

Understanding Executor Responsibilities During Probate

Serving as an executor is an important legal role.  If you have been named in a will, understanding Executor responsibilities is essential to carrying out the estate administration process properly. In Middleton, Madison, and Waunakee, executors must follow Wisconsin probate law while managing financial, legal, and personal matters for the estate. Executor Responsibilities include gathering […] http://dlvr.it/TRnJCp

What Happens If You Become Incapacitated Without A Power Of Attorney In Wisconsin?

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Power of attorney in Wisconsin can prevent court guardianship if you become incapacitated. Steps for Middleton and Baraboo families to take now before crises. http://dlvr.it/TRPgDz

Beneficiary Rights in a Trust in Wisconsin: What You Can Request and When

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Learn beneficiary rights in a trust in Wisconsin, including what you can request from a trustee, required reports, and when to expect updates. http://dlvr.it/TR93df

Choosing the Right Trustee: Tips for Middleton, Madison, and Waunakee Families

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Learn how choosing the right trustee helps Middleton, Madison, and Waunakee families protect assets and manage trusts effectively. http://dlvr.it/TR3Hgz

Tax Planning for 2025 and Beyond

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Planning is important for your income taxation during life as well as for any estate taxes at death. With year-end approaching, it is an ideal time to begin planning for the year ahead. As Benjamin Franklin said: “By failing to prepare, you are preparing to fail. http://dlvr.it/TQddQ5

The Seedier Side of the Holidays

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Scammers will use any leverage possible to separate you from your money. This includes preying upon a grandparent’s love and concern for their grandchildren. The so-called grandparent scams are among the most popular scams targeting the elderly and rely upon details gleaned from social media sites to make the call seem realistic. It’s important to recognize the signs of potential scams and understand how to guard against them. http://dlvr.it/TQTSsh

Long Term Care Expenses: What Wisconsin Families Should Know Before a Crisis

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Long term care expenses can rise quickly in Middleton and Baraboo. See typical Wisconsin costs, who pays, and steps to plan before crisis. http://dlvr.it/TQCsKz

Help Your Family Avoid Probate in Wisconsin

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Avoiding probate in Wisconsin can help your family save time, money, and stress. Learn simple steps you can take now. http://dlvr.it/TPk4cx

What Football and Estate Planning Have in Common

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I, like many Americans, love football. As I settled in to watch my team’s game this week, I wondered if I could turn it into a blog. As I watched, I realized, in fact, football and Estate Planning share many commonalities. http://dlvr.it/TPRpQZ

Pumpkin Kisses and Harvest Wishes

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As the spooky season transitions into the season of Thanksgiving, it’s important to remember our why. Most of us do what we do for our families and loved ones. As the holiday season approaches, do something that will have a lasting impact on your family. Create a comprehensive Estate Plan. Make sure that you take the time to consult a qualified Estate Planning attorney who can provide advice regarding all the elements necessary to complete your plan. http://dlvr.it/TPDSXc

Fall Summit 2025: Accountability in Action

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The best Estate Planners know that staying current on the latest trends and developments is essential to serving their clients with excellence. That’s why the American Academy of Estate Planning Attorneys hosts its semi-annual conference, providing education and learning for and inspiring excellence in its Members. http://dlvr.it/TP2CnQ

Don’t Make These 5 Mistakes When Creating a Will

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Writing a will is not something that most people are particularly excited about. After all, no one likes to think about passing away, or even becoming incapacitated and not being able to handle their own affairs. Still, it is an absolutely critical part of financial planning, and it’s vital to ensure you protect those you […] http://dlvr.it/TNYKHL