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]

#25 of 25 Estate Planning Mistakes – No Records

Lack of Record Keeping Estate planning is partly about making things easier for your family to close out your estate following your death. However, many successor trustees / personal representatives end up spending a lot of time searching for information which was not properly organized. They need to inventory your estate or trust assets, so they need to know what you […]

#24 of 25 Estate Planning Mistakes – Not Reading

Not Reading Actual Estate Plan Legal Documents The only way to be certain that your trust, will, powers of attorney and advanced directive do what you want is to read the actual documents. If you don’t understand something, you can seek an explanation from your attorney. If you need to make a change, you can amend the document. Additionally, how can […]

#23 of 25 Estate Planning Mistakes – Financial

Failing to Conduct Adequate Financial Planning A well-drafted estate plan can fail if no assets remain to be managed or distributed. An often-forgotten part of estate planning is financial planning to make sure sufficient income and assets are available to meet your lifetime needs. Your plan needs to include guaranteed sources of lifetime income to meet your living expenses. In addition […]