How Do I Avoid Probate in Wisconsin?

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

How can you make sure your assets are distributed to your beneficiaries after your death without needing the court to step in? There are a few ways you can accomplish this with help from an experienced Wisconsin estate planning attorney. Payable-on-Death Accounts Payable-on-death accounts are financial accounts for which you have set up beneficiaries. Upon […]

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How Much Does Estate Planning Cost in Wisconsin?

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

Wisconsin residents often underestimate the value of estate planning and the significant savings that come with working with a lawyer. While drafting a will or trust yourself might save you money in the short term, you could be setting yourself up for later financial headaches or costly, lengthy legal disputes among your family when you […]

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The Difference Between Wills and Estate Planning in Wisconsin

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

When many people think about estate planning, the primary thing that comes to their mind is a will. While a will is a crucial aspect of an estate plan, it is important to keep in mind that estate planning in Wisconsin involves far more than drafting a single document. A comprehensive estate plan may include not […]

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How to Choose an Estate Planning Attorney in Wisconsin

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

You have worked hard to build your family, career, and reputation. You’ve always taken charge of what happens and when, and have moved your life in the direction of your dreams. You’re proud of all you’ve accomplished. What happens to everything you’ve created when you pass away? It may be an unpleasant thought, but answering […]

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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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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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