What’s in the article: In this article, you’ll learn why hundreds of millions of dollars in unclaimed property are held in Wisconsin. You’ll also discover why the most important step is not learning how to claim unclaimed property, but ensuring your loved ones never have to go through that process at all. In 2023, Erin Egan, former Director of Tax Operations for the Wisconsin Department of Revenue, shared a Read More
Frozen Accounts, Court Delays, and Grief: What Really Happens in Probate
What’s in the article: In this article, you will learn that having a financial power of attorney set up doesn’t work after your loved one dies. The accounts can be frozen and you can still end up in probate. But with proper planning, the court process can be avoided. Your mom told you not to worry—everything was handled. You were her financial power of attorney. You helped pay bills, managed accounts, and took care Read More
What Happens to Your Personal Belongings When You Die—and How to Plan Ahead
What’s in the article: In this article, you’ll learn why personal belongings—not money—are often the hardest part for families to handle after a death, how the lack of clear guidance leads to stress and conflict, and what you can do now to make things easier. Imagine your loved ones walking into your home after you’re gone. Every room tells a story. Closets full of clothes collected over decades. Cabinets filled Read More
Wills vs. Trusts: How to Choose the Right Tool to Protect the People You Love
When you begin thinking about estate planning, one of the first questions you might ask is whether you need a will, a trust, or both. You may have heard conflicting information from friends, social media, or TV experts, which can make the decision feel confusing. And while both wills and trusts can play an important role in your estate plan, the real question is not which document you should choose, but how to create Read More
The One Thing Most Estate Plans Overlook: A Family Mission Statement
What’s in the article: In this article, you’ll discover why even well-drafted estate plans often fall short, how a family mission statement fills the gap that legal documents can’t, and practical ways to define the values behind your money. You’ll also learn how a Family Legacy Interview can help protect both your family relationships and your legacy for generations. Most people approach estate planning with a Read More
Is Your Estate Plan Still Working? The SECURE Act 2.0 May Say No
What’s in the article: In this article, you’ll learn how the SECURE Act 2.0 changed the rules for inherited retirement accounts, why those changes matter more for your loved ones than for you, and how outdated beneficiary designations or trust language can trigger unnecessary taxes and delays. You’ll also see why regular plan reviews and comprehensive estate planning help protect your family from stress, confusion, Read More
Accidental Death Can Happen to Anyone: Why Planning Ahead Matters More Than You Think
What’s in the article: In this article, you’ll learn how winter accidents—like crashes on icy roads and slips on snow—highlight an often-ignored truth: life can change without warning. You’ll discover why relying on youth or good health can leave families vulnerable, the hidden costs of being unprepared, why basic life insurance isn’t enough, and what effective planning looks like to protect the people you Read More
Aging Parents, Family Conflict, and Your Legacy: How to Create Clarity for the Next Generation
What’s in the article: In this article, you’ll learn why caring for aging parents often creates sibling tension, how unresolved childhood dynamics resurface during eldercare, and what steps you can take to protect your relationships now. You’ll also discover how proactive planning—through legal documents, clear conversations, and a comprehensive plan—can prevent your own children from facing the same conflict in the Read More
Avoid the Real-Life White Elephant: How to Protect Your Family From Estate Fights
What’s in the article: In this article, you’ll learn how the chaos and competition of a holiday White Elephant game mirrors the conflict families face when a loved one dies without a clear estate plan. You’ll discover how thoughtful planning brings order, clarity, and peace—and how Anchor Law’s education-first approach turns complex decisions into simple, loving choices that prevent conflict and protect your Read More
How to Talk to Your Family About Death, Money, and Estate Planning (Without Ruining the Holidays)
What’s in the article: In this article, you’ll learn how to use the holidays as a natural moment to start meaningful conversations about death, money, and estate planning. You’ll discover how to shift your mindset from fear to love, invite your family into calm and caring conversations, and turn those talks into a clear Life & Legacy Plan that truly protects the people you love. Transforming a Hard Topic Read More











