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-Procrastination of creating a comprehensive estate plan in the first place -Utilizing wills and forms that are outdated -Failing to coordinate beneficiaries -Failure to involve legal advice […]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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National Healthcare Decisions Day

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

April 16 is The National Healthcare Decisions day. The day exists in order to inform the public on the importance of advance care planning. View more information about National Healthcare decisions day, and how you can become involved in the movement here. For help with creating advance care directives or reviewing existing documents that may […]

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Five Reasons Why Creating an Estate Plan Is Crucial

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

Estate planning is crucial for everyone, no matter your age, or how many assets you own. Here are five reasons why it is crucial for everyone to have an estate plan. If you need help creating and implemented a customized estate planning strategy, contact Peterson, Berk & Cross, S.C. With offices in Green Bay and […]

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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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