Estate Planning Without Family Conflict

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

When parents assemble their estate plan, they often overlook the agreeability of their heirs. Though most siblings love and care for each other, grief impacts everyone differently. Some siblings may feel slighted by their inheritance and make a claim against the estate. Legal battles between siblings can tear a family apart. Parents who want to […]

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Avoid These Common Estate Planning Mistakes

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

A lot of people try to do estate planning on their own, or else go to an attorney who does not practice estate planning law regularly. Unfortunately, whatever money they might save tends to be outweighed by costly mistakes in their plan. Mistakes can happen, no matter how complex your estate plan might be. Here […]

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4 Reasons To Contest A Will

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

Many people consider an estate plan a concrete set of documents that shouldn’t be altered or revised. Unfortunately, this is the wrong way to think of a comprehensive plan. Significant life events and various changes should result in an amended document. There are times, however, when estate planning documents – namely a will – contain […]

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Disinheriting A Family Member Through Estate Planning

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

Families in Wisconsin are complicated. In some cases, certain circumstances could prompt someone to disinherit a family member, such as ongoing disputes among siblings. Many people are surprised to learn that certain family members, even if not included as beneficiaries of a will, are entitled to be notified of the probate process. Fortunately, there are […]

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Daughter Fights For Her Alleged Inheritance

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

The importance of clear verbiage in a will or a trust cannot be overstated to residents in Wisconsin. Even the slightest opportunity for interpretation may provide fuel for a person’s estate plan to be contested by heirs or potential heirs. An example of this can be seen in the case of a woman in New […]

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New Marriage, New Estate Plan

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

With divorce and remarriage far from usual these days, estate planning can bring up some issues that are not present for people in nuclear families with only one marriage for both spouses. Wisconsin residents who are planning to get married for the second time should make estate planning as much of a priority as wedding […]

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How Should You Plan For Long-Term Care?

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

If you are an older Wisconsin resident, you may be thinking about health care options for yourself and/or your partner. If you sustain an injury from an accident or end up with a cognitive impairment such as Alzheimer’s disease, you may end up needing long-term care. Even if you never end up requiring this type […]

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When There’s A Will…

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

Appreciating Richard Eisenberg’s title, “Americans’ Ostrich Approach To Estate Planning,” Forbes,  When There’s a Will… I know I’m not going to shock you with this news: you’re going to die. I don’t know when; and neither do you, nor should you know. Enjoy life; live it to the fullest. Be happy. Love your family and […]

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Planning Ahead: What To Consider When You’re Ready To Start Planning

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

Planning Ahead: What To Consider When You’re Ready To Start Planning  By: Attorney Laura M. Nelson “No one wants to die. And yet death is the destination we all share.” – STEVE JOBS, Commencement Address, Stanford University, 06/12/2005 Providing for your immediate family; easing the strain on your family during a particularly painful time in their lives; […]

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