Estate Planning Newsletter

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Wisconsin Estate Planning • Tesar Law Group

For your convenience, you may access the current and past issues of our estate planning newsletter online:

• Generational Generosity (Feb 12)
  Would you prefer to transfer more wealth to your family instead of the IRS? Our first article summarizes the relevant lifetime gifting rules and considers two common do-it-yourself transfer methods.
• Five Estate Blunders (Jan 12)
  Proper estate planning is not just for the rich and famous. Surprisingly, however, that is a common misconception. Every adult American has an estate worth planning, regardless of their net worth. In this article we review some critical concerns and plans.
• Family Limited Partnerships (Dec 11)
  Family Limited Partnerships offer many benefits, both tax and non-tax. Our first article is a primer that explores why they are at once a taxpayer favorite ... and a potential target of the IRS and some courts.
• Seasonal Solutions (Nov 11)
  To everything there is a season. So it is with your Life & Estate Plan. Our first article uses a Seasons of Life theme to illustrate how your Life & Estate Plan may change with your personal and financial circumstances over your lifetime.
• Cohabitation Complexities (Oct 11)
  Like their married counterparts, unmarried cohabitants need to make appropriate Life & Estate Plans to avoid especially unpleasant and expensive surprises. Our first article reviews common challenges in the context of some real-life scenarios.
• Marital Matters (Sept 11)
  This month we focus on making proper estate plans to avoid common legal and financial challenges in your marriage. Meeting these challenges will help you honor the vows you made on your wedding day to care for one another.
• Admirable Administration (Aug 11)
  Have you appointed trusted family members, friends or professionals to serve as the fiduciaries of your estate plan upon your death? If so, our first article is a must-read as we review some of the responsibilities (and liabilities) they will face.
• Blended Family Basics (Jul 11)
  Is yours a blended family? If yes, then you face unique inheritance challenges, to include disinheriting your ex-spouse, providing for your new spouse and your own children, and protecting their inheritance. Keep this newsletter (and share it with others).
• Women: Law & Money (Jun 11)
  Are you a woman or do you know someone who is? If so, then you will want to read and share this issue of our newsletter. The first article reviews some important Estate Essentials and Money Matters every woman should address without delay.
• Elder Law Elements (May 11)
  Good news, bad news. The good news: Americans are living longer than ever. The bad news: we eventually wear out physically, mentally or both. In this issue we review two challenges: becoming incapacitated and going broke due to long-term care.
• Tomorrowitis (April 11)
  Why doesn’t everyone have their final affairs in order, especially in light of the likelihood of incapacity and the certainty of death? Our lead article in this issue takes aim at the chief culprit: Tomorrowitis.
• Solo Solutions (March 11)
  Singles comprise nearly half of the adult American population. Whether never married, widowed or divorced, single adults face unique Life & Estate Planning issues. In this issue of our newsletter we focus on the challenges from a singular perspective.