Category Archives: Estate Planning

“You don’t have to be rich…” to have a will.

Say it ain’t so, Prince. The Morning Papers said that probate documents recently filed in Minnesota claim His Royal Badness did not have a will. With all the effort the man went to over the years to retain control of … Continue reading

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10 important points about irrevocable Medicaid trusts

With the State’s drastic changes to estate recovery, there has been  a corresponding  increase in the number of clients for whom an irrevocable trust becomes an attractive option for Medicaid planning. At the same time, over the course of my … Continue reading

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Four Things Families Can Do Now to Prepare for the New Medicaid Estate Recovery Laws

Now that the new Medicaid laws are in effect, what can be done? I’m going to talk about that over the course of the next several weeks. This post will deal with the estate recovery part of the new law. … Continue reading

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New Wisconsin Estate Recovery Laws Create High Hurdles for Trustees

[IMPORTANT UPDATE TO THIS ARTICLE – PLEASE TAKE A LOOK AT THE POST HERE TO READ ABOUT SOME NEW DEVELOPMENTS THAT MAY AFFECT ISSUES I WROTE ABOUT IN THE ARTICLE BELOW! ] There is a section of Wisconsin’s new Estate … Continue reading

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A recent Wisconsin appellate case is a reminder that if you love your pets, you need to plan for them.

For years I have written and lectured about the importance of considering your pets in your estate planning. A recent case from the Wisconsin Court of Appeals illustrates why. For this blog, my adopted dog Summer will also comment. The … Continue reading

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