What is a Living Will/Advance Healthcare Directive?

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

While we all want to remain young and healthy forever, unfortunately, we can’t. The best thing we can do is to be prepared for the future. One of the most important steps to take is drafting a will, which should also include an advanced healthcare directive, also known as a living will. What is a […]

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Important Qualities to Look for When Naming a Trustee

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

Creating a trust is an effective way to look out for your interests both while you are alive and after you die. But a trust only works as intended if the trustee you choose properly administers it. There are lots of ways to choose a trustee, and you should consult with an estate planning attorney before making a final […]

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When Should I Make Changes to My Estate Plan?

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

You’re probably already familiar with the importance of an estate plan. It can protect your legacy, help avoid probate at your passing, and prevent family conflict, among many other things. However, what many don’t realize is that estate plans aren’t usually good forever and require periodic review. When you create your estate plan, you’re creating […]

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Important Qualities to Look for When Naming a Trustee

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

Creating a trust is an effective way to look out for your interests both while you are alive and after you die. But a trust only works as intended if the trustee you choose properly administers it. There are lots of ways to choose a trustee, and you should consult with an estate planning attorney […]

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Digital Assets Belong in Your Estate Plan

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

When we think of estate planning and protecting our assets, the assets that first come to mind are a house, real estate, jewelry, family heirlooms, bank accounts, and investments. What is often overlooked are our digital assets: the photos we share online, the material we publish online, our text messages, social media profiles, cryptocurrencies, and […]

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The Estate Planning Process in Wisconsin

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

Estate planning is not only for older adults or the very wealthy, as every adult in the United States can benefit from having an effective estate plan. Whether you need a simple or highly complex plan, creating one with the right legal help can protect you, your loved ones, and your property. Never wait to […]

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Reviewing and Revising Your Estate Plan Post-Divorce

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

Divorce can be a complex and emotional process. Once it is finalized, you must take the time to review your estate plan and make any necessary changes to reflect your current family structure and goals. Knowing what needs to be updated and how to do so can help ensure that your assets are distributed according […]

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Estate Plan Needs? We’ve Got You Covered.

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

Our clients are our first priority. When you contact us regarding an estate plan, we will listen to your wants, needs, concerns, goals, and anything else. We will use our extensive knowledge, experience, and resources to put together the best plan for your situation. Contact us today at 920-949-7892 ? to schedule your free initial […]

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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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