Estate Planning

It’s never too early or too late to establish an estate plan

Legal Concerns

What you don’t know about the legal aspects of your retirement could hurt you. Protect yourself, your family and your estate with our estate planningSOLUTIONS FOR EVERY RETIREMENT

Everyone should have the minimum legal documents in place to prevent the state of Wisconsin from making your healthcare and financial decisions.

Every estate has the potential to face probate, nursing home spend down, and funeral expenses. You need to know there are things you can do to protect your estate, some of which can be inexpensive or even free.


Tax Planning

An increase in tax rates is a future inevitability.

Figuring out what tax bracket you are currently in, will allow you to do some tax planning every year.  This will have a profound impact on your situation now and in the future.

There are several things, such as Roth contributions ( If still working full or part-time ) and Roth conversions ( If working or retired ), that can be done to greatly improve your tax situation.