by Ali Aderholdt | Dec 4, 2024 | Estate Planning
As the year comes to a close, many of us take stock of what we have accomplished and make plans for the future. For those with an estate plan already in place, the end of the year is the perfect time to review and update it. Life changes, legal updates, and financial... 
by Ali Aderholdt | Jun 19, 2024 | Estate Planning
Many people put off estate planning, thinking they have plenty of time or that it is a task for the distant future. Delaying the creation of an estate plan, however, can lead to significant risks and complications for you and your loved ones. Recent reports indicate... 
by Ali Aderholdt | Jun 5, 2024 | Elder Issues
Did you know June is the month in which we celebrate World Elder Abuse Awareness Day? This is a time where communities come together across the world to focus on protecting our elders from various forms of abuse, including financial scams. Family caregivers are often... 
by Ali Aderholdt | Apr 15, 2024 | Estate Planning, Legacy Preservation
Think estate planning is only about drafting a last will and testament or allocating assets? It is not! It is actually about the creation of your legacy as well as a smooth transition for the management of your estate after you pass away. Are you seeking a way to... 
by Ali Aderholdt | Aug 14, 2023 | Estate Planning, Legacy Preservation
Entrepreneurs and business owners invest substantial time, effort, and resources into building their businesses. Naturally they want to ensure that their hard work and legacy continue, even after they are no longer around. While a Wisconsin last will and testament is...
