Estate Planning Resources - Moen Sheehan Meyer

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.

How Long Does an Executor Have to Settle an Estate in Wisconsin?

March 6, 2023

There are many tasks that the executor must handle as part of probate, and the length of time it takes to complete them can vary greatly.

Protecting Your Assets as You Age

January 16, 2023

A comprehensive estate plan will help you maintain proper control of your assets and protect them as you age.

Creating an Estate Plan with Special Needs Children

December 5, 2022

An estate plan is essential for everyone, but it is particularly critical in the case of those with special needs children.

What is the Difference Between Estate Planning and Business Succession Planning?

November 28, 2022

While some people use the terms interchangeably, an estate plan and a business succession plan are two different things. An experienced attorney will help you select and implement the planning vehicles that are best for your situation.

What is the Difference Between Co-Agents, Co-Trustees, Co-Powers of Attorney, and Co-Surrogates?

October 17, 2022

Setting up a trust and assigning agents and trustees can be complicated. It is helpful to seek legal guidance to ensure that you understand the options available and their impact.

How Do You Split the Family Farm?

October 3, 2022

Splitting up the family farm can be the hardest decision you will ever make. A knowledgeable attorney will help you through the process.

How Do You Get Power of Attorney for an Elderly Parent with Dementia?

April 25, 2022

If your parent is already in the later stages of dementia, he or she is not able to provide POA through conventional methods. Once a person is no longer capable of making his or her own decisions due to dementia or any other reason, you will need to go through the courts to obtain power of attorney.

Can a Person with Dementia Sign Legal Documents?

March 14, 2022

A person with dementia may or may not be able to sign legal documents, depending on their current mental capacity.