Is A Trust The Best Way to Avoid Probate and Transfer Assets Upon Death?

One common objective among people planning their estates is avoiding probate, and many of the people who seek to avoid probate use a revocable living trust to accomplish that end. A living trust can be an enormously beneficial tool in the planning and distribution of your estate in Wisconsin. On the other hand, it may […]

Another Reason for Regular Plan Maintenance: US Supreme Court Case Regarding Inherited IRA May Create Need for Additional Trust Planning

A Wisconsin woman finds herself at the center of a highly significant case regarding estate and retirement planning, with the US Supreme Court recently wrapping up oral arguments in the case. The dispute involves an individual retirement account the woman’s mother left to her as an inheritance, and whether the account qualifies as “retirement funds” […]