Estate Planning Resources - Moen Sheehan Meyer

How Can I Stop My Elderly Parent From Giving Away Money?

November 13, 2023

Scams are more prevalent than ever and criminals put a lot of focus on older people. As your parents age, it is helpful to become more involved in their financial affairs.

If I Have a Living Trust, Do I Still Need a Will?

October 30, 2023

If you have minor children, a will is essential because it provides for the appointment of a guardian to care for them if you die. However, a trust may also be beneficial in that situation because it will protect assets until the children are adults.

Is There a Downside to Being a Power of Attorney?

September 11, 2023

There are some potential disadvantages of being a power of attorney. For example, the Power of Attorney must be able to make serious choices that could involve the person’s health and estate.

What Assets are Subject to Probate?

August 21, 2023

Under Wisconsin law, probate is required when the estate of the deceased has a value of $50,000 or more, but there are some exceptions.

At What Age Should You Make a Will?

July 24, 2023

A will is a legal document that provides instructions regarding the handling of your estate after your death. Any adult over the age of 18 should consider making a will – and not just if you’re wealthy.

What Debts are Forgiven When You Die in Wisconsin?

June 26, 2023

Which debts are forgiven when you die in Wisconsin depends on the type of debt and whether you have heirs.

What Documents Should I Have For My Elderly Parent?

May 15, 2023

There are some essential legal documents that will make it easier for you to handle your parents’ needs when the time comes, including documents related to finances, health, and the estate.

Who is Responsible for Managing the Probate Process in Wisconsin?

April 10, 2023

The executor is the person who is legally responsible for managing the probate process. In Wisconsin, the executor is called the personal representative. A personal representative is a person you specify in your will to handle your affairs after your death. If you don’t have a will, the court will appoint a personal representative.