What’s in the article: In this article, you’ll learn how debt is handled after someone dies in Wisconsin, which types of debt can affect a surviving spouse or family member, and when loved ones are not responsible. You’ll also learn the most common situations that can create unexpected liability and the practical steps you can take now to reduce confusion and protect the people you love. If you have debt, it’s Read More

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

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

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