Welcome and congratulations on taking the important steps of protecting all that you have worked hard to acquire and most importantly, to Protect Those You Love.

Here you will find a series of articles, links to other educational information and videos on the various topics that surround proper Estate Planning.  I encourage you to include your significant other in this educational journey, listen to the videos together as a way to open a discussion.

The most important part is to take action.  For reasons that are evident, we have no idea when these plans will need to be enacted.  This is not a DIY, do it yourself proposition.  This is one area of life where professional assistance is necessary. One mistake and all your plans can be eliminated, and you are not there to fix things.

Read, Listen, Discuss and then contact me.  We will meet by phone or in person to make sure you have all your questions answered.  A proper plan is also flexible, so you do not need to have everything perfect to get started. Changes can and will be made. The idea is to begin. Your family and your Legacy are counting on you.

Sincerely yours,

Steven J Fine

Educator and founder of Estate Plan for Wisconsin

Send me an Email [email protected]

#16 of 25 Common Estate Planning Mistakes – Irrevocable

Failing to Consider Using an Irrevocable Trust Revocable living trusts are designed to avoid probate. They can also eliminate the need to have a guardian appointed if you become incapacitated. They do not, however, protect assets from creditors or shield them from the Medicaid spend down process. Irrevocable trusts, however, if properly drafted and funded, can do both. If either of those […]

#15 of 25 Common Estate Planning Mistakes – Pets

Forgetting About Man’s Best Friend Your estate plan can include provisions for your pet. Sadly, many pets end up living out their lives in shelters after their owner’s death because no plan was in place. You can plan for your pet by designating someone who will have custody and providing them with financial support to pay for the pet’s food […]

#14 of 25 Common Estate Planning Mistakes – Life Events

Not Updating Your Estate Plan to Reflect Life Events Estate planning is impacted by life events (divorce, marriage, death of family member, birth of family member, substantial change in health, diagnosis of serious illness, change in financial circumstances) and needs to be revised accordingly. After a life event, you need to review your estate plan, including your trust agreement, to […]