With fall in the air and the end of the year approaching, many of us are thinking about what the upcoming holidays may hold. We may be planning celebrations, extra time with friends or making a special trip to see faraway family members. This is an exciting time of year! There is so much to do during this time of year and making plans is the first step to ensuring you are able to do everything you want to do!


What is the first step for good Wisconsin estate planning? Do not procrastinate! As our thoughts turn to enjoying time with family, what can be better than planning ahead to ensure they are always protected from uncertainty. The sooner you start planning your estate, the better. You may even want to sit down with your family to have a conversation about it during the holiday season when everyone has time to come together.


Where should you start? What should you discuss with your family and your estate planning attorney? There are many things to consider to ensure you create the right plan for you and your family. Let us share a few tips you can use this fall as you start or continue to plan.


1. Determine what information you need to develop your estate plan. This may sound simple, but it is the first step toward accomplishing the task of estate planning. Having a list of goals is important and should not be overlooked.


2. Get organized. Getting organized is an important step to creating the plan you need. This includes getting your family information together and your assets organized.


3. Choose your decision makers. It is critical to pick people who can be there for you when you need them and who understand your wishes. Don’t forget to name alternates to your first choice!


4. Meet with your estate planning attorney to discuss the planning you need. Your attorney can answer any questions that you may have and get you started with the planning you need.


Just like fall reminds you to get ready for the holidays, being with family and friends reminds you to begin developing an estate plan. What are your questions? We want to discuss them with you! Contact us through our website or call us at 715-843-5001 to schedule a meeting with our law firm team.