Is it Time to Review Your Estate Plan?

On behalf of Peterson, Berk & Cross, S.C.

Estate planning is not a “set it and forget it” item. While creating a will and never giving it a second thought is likely better than not having one at all, it is important to revisit your estate plan as your life circumstances, relationships, financial status, and goals change. How often should you revisit your […]

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3 Reasons to Create an Estate Plan

On behalf of Peterson, Berk & Cross, S.C.

No one is required to have an estate plan but everyone needs one. We often hear people say “I’m not worried about what will happen when I die because it will not be my problem.” You may not be around, but we can think of at least three reasons you should work with an attorney […]

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Protecting Your Future In Divorce

On behalf of Peterson, Berk & Cross, S.C.

It is crucial to address your estate plan as well as your financial situation as part of your divorce. The actions you take during divorce can have a tremendous impact on your future. Source: https://www.cnbc.com/2021/11/15/dont-get-divorced-from-financial-reality-when-ending-your-marriage.html

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Estate Planning

On behalf of Peterson, Berk & Cross, S.C.

If you do not involve the guidance of a lawyer to craft an estate plan that aligns with your wishes, many mistakes are possible. Such possible mistakes include: -Procrastination of creating a comprehensive estate plan in the first place -Utilizing wills and forms that are outdated -Failing to coordinate beneficiaries -Failure to involve legal advice […]

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10 Fundamental Estate Planning Documents in Wisconsin

On behalf of Peterson, Berk & Cross, S.C.

Last Will and Testament Perhaps the most commonly known document.  A person’s Last Will and Testament is the final direction for all belongings and responsibilities (children, pets, debts, etc.).  A will is authenticated and followed by a process known as “Probate.”  Probate proceedings are a matter of public record, meaning that a person’s will becomes public record once […]

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