Blog Posts - Estate Planning



What is a Power of Attorney for Healthcare and for Finances

Power of Attorney for Healthcare A Power of Attorney for Healthcare designates someone to represent you when you are unable to make decisions or unable to communicate decisions about your healthcare. This healthcare “agent” will be someone you tr...
by Wynn at Law Blog on Jul 28, 2016

If You Die Without a Will, Who Gets the Money and Who Gets the Kid?

CNN Money explores different scenario to see what happens when you die without a will. Who gets the money if you die without a will? If you die without one, you cede control to the state where you lived and  all proceeds will roll into your estate...
by Personal Finance News on May 28, 2016

What to Do When a Loved One Dies in Walworth County

After a loved one or close friend dies in Walworth County, you may not know what to do. During this time of grief, it can be extremely difficult to thoroughly address the details of an estate. Clients often ask us what they need to do after the death...
by Wynn at Law Blog on Apr 26, 2016

Some key areas of Financial Planning

Individuals and businesses should fulfill financial planning by organizing all aspects of their finances. They must take into their consideration The post Some key areas of Financial Planning appeared first on Practical blog guide about finding finan...
by Financial Advisor Stuff on Apr 15, 2016

Walworth County Estate Planning Attorney Advises on Digital Assets

Are you addressing your digital assets when planning your Walworth County estate? Digital assets do not solely affect younger generations, they affect all generations. Now that our digital world involves social media, emails, online investing, cloud...
by Wynn at Law Blog on Apr 11, 2016

Children as Beneficiaries?

Generally speaking, it’s a bad idea to name minor children as beneficiaries of things like life insurance policies, retirement accounts, etc. While it’s natural to want to leave things to your children if you should die, if they are minor...
by Blunt Money on Feb 8, 2016

Tax Positions of Presidential Candidates

Here is a neat info-graphic on the tax positions of the Presidential Candidates. Special thanks to MBACentral.org Filed under: Business Planning, Estate and Gift Tax Planning, Estate Planning, income tax planning, Income Taxes, Taxes Tagged: corporat...

What do you do when a Family Member Wants to Contest a will?

What do you do when dad wants to leave everything in his estate to you but you know your brother is going to contest the will? When a will is contested because family members don’t agree with how a family member’s estate is being parceled out, it...
by Debt Free Living Guru on Nov 13, 2015

Buying Life Insurance As An Older Adult Might NOT Make Financial Sense

If you are trying to get your financial house in order, you have likely been told that buying life insurance should be part of your plan. However, this advice isn’t always true – particularly if you are over the age of 50. Who Needs Life...
by MoneySmartGuides on Sep 16, 2015

New 2015 Tax Law Changes Tax and FBAR Filing Deadlines & Other Noteworthy Compliance Provisions: The Good, The Bad & The Ugly

On Friday, July 31, 2015, President Barack Obama signed HR 3236, the “Surface Transportation and Veterans Health Care Choice Improvement Act of 2015″ (the “Act”). Not sure how this name relates to taxes but in any event the fo...

A Little At A Time Or All At Once

A common problem, with many applications. But we’re talking about finance. In the lives of most, money comes in a little at a time. We work X number of hours and get $X on our paycheck or salary. Very occasionally (but in the lives of most), we get...
by MoneySmartGuides on Jul 31, 2015

10 Great Reasons You Need a Will

By Rob Taylor from Money Crashers Rob Taylor writes about personal finance topics including investing and estate planning to help protect you, your family, and your assets. My sister recently passed away unexpectedly at the age of 53. I was shocked t...
by The Sociable Lawyer on Jul 17, 2015

A brief guide to figuring out what’s happening to London’s property landscape

There’s always some kind of big news out there about London’s property market. Unless you’ve ignored all forms of media for several years, you may have noticed that it’s got a reputation for moving extremely fast as well as being rather compe...
by Moving to London on Jul 12, 2015

Lake Geneva Estate Planning Lawyer Lists 12 Reasons to Create a Last Will and Testament

Did you know that 51% of Americans between the ages of 55 and 64 do not have a Last Will and Testament? What is worse is that 62% of Americans ages 45-54 have not even drafted a Will. Whether we like it or not, tragedy can strike at any time, [...]...
by Wynn at Law Blog on Jul 7, 2015

Have You Made Any of These Top 9 Estate Planning Mistakes People Make Before They Die.

People work their entire lives to pay off a mortgage, accumulate savings, fund a retirement plan, and to create a financial legacy for their children. Unfortunately, many fail to create a proper Last Will and Testament, leaving children and surviving...
by Financial Wisdom with a Twist on Jun 15, 2015

To Rest in Peace.

They aren't getting any younger. Neither are you.
by AnnaBlakeBlog on May 8, 2015

The Legacy of “Wills”

Wills are legacies. Sure, they’re traditionally a way of protecting your loved ones, making sure they’re cared for, but examples are legion of wills being used to endow universities, fund research to help cure disease, house orphans and/or refuge...
by The Sociable Lawyer on Apr 22, 2015

The Importance of Life Insurance

When it comes to life insurance, many people get confused. Because of this confusion, many times, we choose not to act at all, thinking that this is our best option when in reality, it is our worst option. Not getting life insurance when it makes sen...
by MoneySmartGuides on Apr 22, 2015

Will You “Will,” or Will You Won’t?

It’s that time of year: Rocket Lawyer’s annual “Make-A-Will” month! If you were inspired by last year’s MAWM and you’re still around to read this—Congratulations! You were prudent and responsible. If you made a will last year and are no...
by The Sociable Lawyer on Apr 6, 2015

Estate Planning: How to Tackle This Vital Part of Your Personal Finances

Estate planning should be part of everyone's financial goals for a secure future. No matter a person's income level, outstanding debt, or family status, an estate plan will determine the disposition of a person's assets at the time of their death. He...
by 50plusfinance on Jan 22, 2015


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