Upcoming Events!
“What is Estate Planning, and Who Needs It?”
- March 25th at 1:00 Oak Park Place Nakoma
- March 28th on The Morning Blend wtmj4 in Milwaukee 9:00 am
Free Webinar
Will vs Trust - 4 Things to Consider
- Friday March 29th, 10 am
A complimentary online workshop designed to help families create an estate planning strategy for their unique goals and needs.
Wednesday Webinar
Gifting Strategies Under Medicaid Rules
- Wednesday, April 3rd, 2024 at 11:00 AM CST
Understanding the rules and regulations surrounding gifting under Medicaid can often be overwhelming and confusing. We acknowledge these challenges and strive to provide clear, comprehensive guidance to alleviate your concerns. Our discussion will focus on the vital aspects of gifting strategies under Medicaid rules, enabling you to make informed decisions about your financial future and the future of your loved ones.
- April 16th on The Morning Blend wtmj4 in Milwaukee 9:00 am
Virtual Presentation
Gifting Strategies and Qualifying for Medicaid
- Wed April 17th City of Fitchburg Senior Center
Wednesday Webinar
Protecting Children From Previous Marriages
- Wednesday, May 1st, 2024 at 11:00 AM CST
Understanding the intricacies of protecting the rights and interests of children from previous marriages can be daunting. We recognize these challenges and are dedicated to offering clear, comprehensive guidance to ease your concerns. This discussion will focus on the essential aspects of estate planning strategies for blended families, empowering you to make informed decisions about your family's future.
Wednesday Webinar
Joint Assets and Medicaid Implications
- Wednesday, June 5th, 2024 at 11:00 AM CST
Navigating the complex world of Medicaid and understanding its implications on joint assets can be a challenging task. We recognize these hurdles and strive to offer clear, comprehensive guidance to alleviate your concerns. This discussion will explore the critical aspects of joint assets under Medicaid rules, enabling you to make informed decisions about your financial future and the future of your loved ones.
Wednesday Webinar
Business Valuation and Estate Planning
- Wednesday, July 3rd, 2024 at 11:00 AM CST
Understanding how to accurately value your business and incorporate that into your estate plan can be a daunting task. We acknowledge these challenges and strive to provide clear, comprehensive guidance to alleviate your concerns. Our discussion will delve into the critical aspects of business valuation in estate planning, empowering you to make informed decisions about your business and personal financial future.
Wednesday Webinar
Medicaid and Actions to Take When a Loved One Needs Care Immediately
- Wednesday, August 7th, 2024 at 11:00 AM CST
Navigating the labyrinth of Medicaid while dealing with the pressing need for immediate care can be overwhelming. We recognize these challenges and are here to offer clear, comprehensive guidance to alleviate your concerns. This discussion will explore the critical aspects of Medicaid and immediate care needs, empowering you to make informed decisions about your loved one's health and financial future.
Wednesday Webinar
Healthcare Directives and Living Wills
- Wednesday, September 4th, 2024 at 11:00 AM CST
Dealing with healthcare directives and living wills can be emotionally charged and complex. We recognize these challenges and aim to provide clear, comprehensive guidance to alleviate your concerns. This discussion will delve into the crucial aspects of healthcare directives and living wills, empowering you to make informed decisions about your health and personal wishes.
Wednesday Webinar
How Long-Term Care Insurance Impacts Medicaid
- Wednesday, October 2nd, 2024 at 11:00 AM CST
Addressing the issues of long-term care insurance and its impact on Medicaid can be complex and emotionally charged. We recognize these challenges and aim to provide clear, comprehensive guidance to alleviate your concerns. Our discussion will delve into the critical aspects of long-term care insurance and its implications on Medicaid eligibility, empowering you to make informed decisions about your future healthcare needs and financial stability.
Wednesday Webinar
Pet Trusts and Their Importance
- Wednesday, November 6th, 2024 at 11:00 AM CST
Tackling the subject of pet trusts can be emotionally charged and intricate. We acknowledge these challenges and aim to provide clear, comprehensive guidance to alleviate your concerns. This discussion will delve into the fundamental aspects of pet trusts, empowering you to make informed decisions about your beloved pet's future care.
Wednesday Webinar
Individual Asset Protection Strategies with Medicaid
- Wednesday, December 4th, 2024 at 11:00 AM CST
Addressing the topic of individual asset protection can be complex and emotionally charged. Recognizing these challenges, we aim to provide clear, comprehensive guidance to alleviate your concerns. Our discussion will delve into the key aspects of individual asset protection strategies with Medicaid, empowering you to make informed decisions about your financial future.
PAST EVENTS
Wednesday Webinar
Trusts for Tax Minimization
- Wednesday, March 6th, 2024 at 11:00 AM CST
The process of setting up trusts for tax minimization can be daunting due to its intricate regulations and rules. We comprehend these challenges and strive to provide straightforward, concise guidance to alleviate your concerns. This discussion will help explain the essential aspects of trusts for tax minimization, helping you make informed decisions about your financial future or the future of your loved ones.
Lunch & Learn
Expert Power of Attorney Guidance
- Wednesday, March 20, 11am to 1pm CST
Presented by Dan Krause, Estate Planning Law Specialist
Seniors and their guests can enjoy lunch while learning how to protect their future medical and financial wishes so that they can have peace of mind in retirement.
Plan wisely to age well with a helping hand and a sense of community at the NEW Courtyard at Fitchburg in the now open Memory Care or Assisted Living—Grand Opening April 25th!
Virtual Presentation
- Tuesday, February 6th, 2024 at 3:00 PM CST
Attorney Dan Krause will be presenting virtually at the ALS Association on February 6th at 3:00 PM. He will be discussing what needs to be done when a person receives a dire health diagnosis.
Wednesday Webinar
Understanding Medicaid Eligibility
- Wednesday, February 7th, 2024 at 11:00 AM CST
Navigating through Medicaid eligibility can be overwhelming due to its numerous rules and regulations. We understand these challenges and aim to provide clear, concise guidance to alleviate your concerns. This discussion will illuminate the essential elements of Medicaid eligibility, helping you make informed decisions about your future or the future of a loved one.
Live Seminar
The Importance of Estate Planning for Aging People
- Tuesday, February 13th at 5:00 PM CST
Join us for a FREE live seminar Tuesday, February 13th at 5:00 PM at the Azura of Brookfield.
Address:16010 Washington Drive, Brookfield, WI 53005.
Please click here to RSVP for the session as seating is limited & click here to view our flyer.
Wednesday Webinar
Wills & Trusts
- Wednesday, January 10th, 2024
Estate planning can be a daunting task, filled with uncertainty and emotional weight. We understand these challenges and are here to provide clarity, guidance, and reassurance. Our discussion will shed light on the importance of having a comprehensive estate plan, including wills and trusts, that best suits your unique needs and circumstances.
Wednesday Webinar
Tax Prep
- Wednesday, December 6th, 2023
Decorating for the holidays and shopping for gifts are only part of what you need to do at the end of the year. Join us to learn about the importance of tax preparation and have your estate planning questions answered. Submit questions ahead of time by sending an email to Laura Hamdan at laura.hamdan@friendly.law
Wednesday Webinar
What Are You Thankful For?
- WED, NOV 8, 2023
November is a month many people focus on the upcoming holidays, spending time with family and friends celebrating — it’s a special time of year. Thanksgiving especially focuses on our reasons to be thankful.
There are a lot of things to be thankful for — the gorgeous autumn we are having, our families, and our health! Our clients tell us they are thankful to have their estate planning done — and for many different reasons!
In this webinar, Attorney Dan Krause will share some of those testimonials and answer your estate planning and elder law questions.
Wednesday Webinar
The Scary Things That Can Happen Without a Plan
- WED, OCT 4, 2023
Just in time for spooky season, Attorney Carly Fenske will discuss the nightmarish things that can happen when you don't have an estate plan in place. This includes spouses being locked out of accounts they depended on, unmarried couples who never put a plan in place, and a survivor who had zero rights to the estate. Carly will also answer any questions regarding probate and estate planning. Submit questions ahead of time, or share your own scary story by commenting on this event page or send an email to Laura Hamdan at laura.hamdan@friendly.law.
Wednesday Webinar
Estate Planning 101 Plus Q&A
- WED, SEP 6, 2023
Join Estate Planning & Elder Law Attorney Dan Krause as he reviews the basic information everyone should know about estate planning. He will also answer questions during the presentation — submit questions ahead of time on this event page's discussion section!
Wednesday Webinar
Estate Planning for Unmarried and Divorcing Couples
- WED, AUG 2, 2023
Join Estate Planning and Elder Law Attorney Dan Krause as he discusses how being unmarried or going through a divorce can impact your estate planning.
Wednesday Webinar
The Boogeyman At the End of Life (It’s Not Death or Taxes)
- WED, JUL 5, 2023
Join Estate Planning and Elder Law Attorney Dan Krause as he shares what individuals and couples should be prepared for at the end of life (and it's not death or taxes). There will be time for questions and answers after the presentation.
Wednesday Webinar
Lunch and Learn presented by Krause Estate Planning
- WED, APR 19, 2023
Join Attorney Dan Krause as he answers your questions about estate planning. This event is being held at the Sales Center at The Courtyard at Fitchburg.
Wednesday Webinar
Mistakes People Make in Estate Planning
- WED, JUN 7, 2023
Join Estate Planning and Elder Law Attorney Dan Krause as he shares the top mistakes people make when creating their estate plan. There will be time for questions and answers after the presentation.
Wednesday Webinar
What Is Estate Planning, And Who Needs It?
- WED, APR 26, 2023
Join Attorney Dan Krause as he discusses who needs estate planning and answers your questions about the subject.
Webinar
Medicaid Planning Talk featuring Dan Krause
- THU, JUN 1, 2023
Board Certified Estate Planning Attorney Dan Krause explains Medicaid Planning and why it's crucial to know this information now.
This event is being held in-person at the Stoughton Health Community Health & Wellness Center.
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Excellent!
Dianna & Jay -
They made the entire process easy and took the time to help me understand the legal terminology.
Aaron -
The staff is outstanding.
Barry
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Love
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Teamwork
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Pursuit of Excellence
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Integrity
Whether you have questions or you’re ready to get started, our legal team is ready to help. Complete our form below or call us at (608) 344-5491.