-
Stay in Touch With Your Attorney
Some estate planning attorneys offer a periodic estate plan review for their clients. Alternatively, some firms offer newsletters where you can learn more about estate planning, current developments in the law, and related topics. Being a part of a review program or newsletter list reminds you to think about your estate plan regularly (once a…
-
Managing the Cost of Your Estate Plan
An experienced estate planning attorney stays informed about the nuances and changes in laws, so you do not have to. An experienced estate planning attorney can ensure your estate is not left to the mercy of the courts or state law, or vulnerable to creditors, divorcing spouses, or lawsuits. These services and protections provided are…
-
The Estate Planning Investment
You may think creating an estate plan is easy and something you can do independently. Unfortunately, this is likely not the case. One wrong word, one missing signature, or one procedure not followed can potentially render a last will and testament, trust, or power of attorney ineffective. Also, certain planning tools are not available in…
-
What Is Next for Your Estate Plan?
Having an estate plan is a great way to ensure you and your loved ones are protected today and in the future. When creating an estate plan, we look at what is going on in your life at that time but because life is full of changes, it is important to make sure your plan…
-
Avoid Probate Issues When Drafting a Will
When creating an estate plan, you should consider implementing tools in your estate plan to minimize issues that may arise if your estate requires probate. Your will may have been written years ago and might not reflect current circumstances. You could have acquired new accounts or property, experienced a birth or death in the family,…
-
Estate Plans Are Not Set in Stone
In most circumstances, you have the right to change or update estate planning documents such as your will, trust, or beneficiary designations whenever you like, so long as you are mentally capable of doing so. Over time, your financial situation, family structure, or personal goals may change, prompting adjustments to your estate plan. Sharing your…
-
SECURE 2.0 Act-Review Intended Beneficiaries
With the changes to the laws pertaining to retirement accounts, now is a great time to review your retirement account information. It is important that your beneficiary designation is filled out correctly. If you want the retirement account to go into a trust, the trust must be properly named as the beneficiary. If you want…
Category: Keeping Your Plan Current
Eckert & Krautkramer, LLC
Protecting Assets, Preserving Dignity, Ensuring Peace of Mind
Newsletter
Subscribe to our periodic email newsletter – full of legal updates and best practices.
By submitting this form, you are consenting to receive marketing emails from: Eckert & Krautkramer, LLC, 630 N. 4th St., Wausau, WI, 54403, http://www.eklawwi.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact