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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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Are you thinking about creating an estate plan? We suggest you do, no matter your age! Click here to learn the three essential elements of an estate plan.
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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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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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Learn about the differences between healthcare power of attorney and financial power of attorney. Both are an important component of a comprehensive estate plan.
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It is crucial to make sure your estate plan is customized to meet the needs of your finances, your family and your business. https://www.forbes.com/sites/bobcarlson/2021/05/27/7-steps-to-ensure-a-successful-estate-plan/amp/
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Whether your divorce serves as a happy or a grim milestone in your life, it is a milestone nonetheless. It is crucial at this juncture to make sure other areas of your life also reflect your new reality, including your needs and goals. Perhaps there is no other area as crucial as your estate plan […]
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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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Passing along your vacation home to your loved ones will not happen on its own. It is crucial to include your vacation home and other properties in your estate plan. https://www.kiplinger.com/retirement/estate-planning/604139/your-vacation-home-needs-an-estate-plan
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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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