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 Steven@EstatePlanForWI.com

Avoid Traps Planning your Estate

Summary: Estate planning, like many legal matters, is something where there are many ways to accomplish any given goal. Just like meeting any legal, financial or medical need, there are techniques that are safe and reliable, and there are methods that risky and filled with potential dangers. There are many techniques involving deeds that can […]

Estate Planning Mistakes To Avoid

THINGS TO BE AWARE OF WHEN MAKING PLANS Estate Planning 101 We are all going to die. This is not a bad thing. It is a part of life. Ideally we should all die in our sleep of old age after having watched our children grow, played with all our grandchildren and love and be […]