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  1. Blog
  2. 2018
  3. August

Posts in August, 2018

  • Discussing a Document
    Aug 31 Waited Too Long to Save for Retirement? Here Are Six Things You Can Still Do

    In a perfect world, we’d all have saved enough by age 60 to relax about money and start planning our golden years. However, in ...

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  • Discussing a Document
    Aug 29 Retirement Savings: Ahead of the Curve or Behind the Eight Ball?

    Are you saving enough for retirement, asks US News & World Report in the article “Are Your Retirement Savings Ahead of the Curve?” ...

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  • Discussing a Document
    Aug 28 Who can Serve as the Executor to My Estate?

    Picking an executor to your estate is an important part of your estate planning process and should be done with a lot of thought ...

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  • Discussing a Document
    Aug 28 Can a QTIP Trust Help You and Your Spouse Save on Estate Taxes?

    Creating a QTIP trust is not necessarily difficult, but it is something that must be done carefully to ensure there is no ...

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  • Discussing a Document
    Aug 24 Why do Wisconsin Estates Publish “Notice to Creditors” in the Newspaper?

    Assuming you are the type of person who still reads local print newspapers, you might wonder what those “Notice to Creditors” you ...

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  • Discussing a Document
    Aug 19 Seniors: Working on Your Bucket List? First, Finish Your Estate Plan

    “Many seniors may be more focused on their bucket lists, than worrying about having their financial affairs in order.” Seniors ...

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