| Probate & Trust
Joint Accounts – Friend or Foe?
A common occurrence: an elderly parent, or one who is unused to managing his finances after the death of a spouse, takes one of his children to the bank and…
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| Probate & Trust
Probate – Frequently Vilified and Misunderstood
Few, if any, court proceedings are as vilified as probate, typically because it’s perceived as being time consuming and expensive. Despite this widely held opinion, many don’t have a good…
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| Probate & Trust
Estate Planning for Cryptocurrency
Cryptocurrencies such as Bitcoin, Ethereum, and the satirically named Dogecoin have seen increased news coverage in recent months. The 24-hour high value of Bitcoin on August 1, 2021, was $46,691.09….
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| Probate & Trust
Different Ways to Leave an Inheritance
A Plethora of Planning Options: Different Ways to Leave an Inheritance As you may expect or know from firsthand experience, estate planning is more involved than deciding who gets what…
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| Probate & Trust
Estate Plan Titling
TITLING IS EVERYTHING: THE OFTEN OVERLOOKED KEY PIECE OF ESTATE PLANNING After years of putting off estate planning, you’re feeling particularly accomplished as you leave your attorney’s office with a…
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| Probate & Trust
NONJUDICIAL SETTLEMENT AGREEMENTS
NONJUDICIAL SETTLEMENT AGREEMENTS: A MULLIGAN FOR IRREVOCABLE TRUSTS By definition, “irrevocable” means “unable to be repealed or annulled; unalterable.” Historically, irrevocable trusts lived up to their name – they were…
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| Probate & Trust
SPECIAL NEEDS TRUST
PLANNING AHEAD WITH A SPECIAL NEEDS TRUST Few would argue with the notion that estate planning always requires careful consideration and planning, but when an estate plan includes a disabled…
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| Probate & Trust
Succession Planning For Family Owned Businesses – Are Valuation Discounts Doomed?
By: Matthew C. Zuengler, Attorney at Hager, Dewick & Zuengler, S.C. Overview Family owned businesses, including farms and real estate entities, are often structured, in part, so that ownership…
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| Probate & Trust
So I’ve Been Appointed Trustee – Now What?
By: Matthew C. Zuengler, Attorney at Hager, Dewick & Zuengler, S.C. As the population ages and the use of Revocable Trusts becomes more prevalent, many individuals will find themselves (perhaps…
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| Probate & Trust
Wisconsin’s New Digital Property Act
By: Michael R. Demerath, Attorney at Hager, Dewick & Zuengler, S.C. In the July 13, 2015 issue of The Business News I wrote about the frustrations which Personal Representatives, agents…
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