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]

#8 of 25 Common Estate Planning Mistakes – Alternates

Failing to Name More Than One Successor Trustee / Personal Representative Estate planning is about “what if?” Your plan should include designated backups / alternatives for all of the key players, including successor trustee / personal representative. Estate plans fail because people make presumptions about the order of death and availability of people to take […]

#7 of 25 Common Estate Planning Mistakes – Trustee/Representative

Naming the Wrong Successor Trustee / Personal Representative Your properly drafted and fully funded living trust may not achieve your goals if your successor trustee fails to follow (or understand) its provisions. Many people name one or more of their adult children as successor trustee without fully considering whether he or she is best suited […]

#6 of 25 Common Estate Planning Mistakes – Attorney

Not Working with an Experienced Estate Planning Attorney Many people attempt to save money on estate planning by getting a do-it-yourself trust agreement online. Or selecting the attorney who offers the lowest price, regardless of experience. A better value is to work with an experienced estate planning attorney who will craft your estate plan to […]