Posts Tagged ‘estate plan’

SHORT-TERM INTEREST RATES

In a continuing effort to keep you informed, here are the current short-term interest rates available through our office:                          One Year      =     1.65%                         Three Year   =     2.40%                      These are the most competitive short-term interest rates currently being offered. If you are interested in any of these short-term rates, please call us at 920-364-9929.    * Please Note:  These are short-term, tax […]

Life Estates Affected by Wisconsin’s Medicaid Estate Recovery Program Changes

CHANGES  TO  THEESTATE  RECOVERY  PROGRAMBEGIN  AUGUST  1,  2014 Formerly, Wisconsin Medicaid Estate Recovery Program ( ERP ) did not pursue recovery from Life Estates.  ERP will now pursue recovery from Life Estates created on or after August 1, 2014.  The Department would recover only the life tenant’s interest remaining at the time of death. For […]

The Need for Will & Power of Attorney Documents

The first of the year has come and gone and most resolutions have already been forgotten. If your resolution was to implement or update your Will and Power of Attorney documents, you need to get this done. Stop procrastinating. Everyone needs a Will and Power of Attorney (POA) for Health Care and for Finance. In […]

How can I avoid probate?

 Everyone wants to avoid having their loved ones go through probate when they pass away.  That being said, there are some simple things you can do right now to help ensure your estate avoids probate.                                                                                            First, make sure to assign a POD (Payable On Death) beneficiary to all your bank accounts.  This is a simple […]