Estate Planning Newsletter

---

Wisconsin Estate Planning • Tesar Law Group

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

• Blended Family Basics (May 2013)
  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 (April 2013)
  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 (March 2013)
  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 (February 2013)
  Why doesn’t everyone have their final affairs in order, especially in light of the likelihood of incapacity and the certainty of death? Our first article in this issue takes aim at the chief culprit: Tomorrowitis.
• Estate Planning for Singles (January 2013)
  Singles comprise nearly half of the adult American population. Whether never married, widowed or divorced, single adults face unique Life & Estate Planning issues. Our first article focuses on the challenges from a singular perspective.
• Special Needs Trusts (December 12)
  Caring for a family member with special needs can be difficult enough, without losing government assistance. Our lead article reviews common mistakes and a government-approved strategy to maximize support for the person with special needs.
• Joint Tenancy Troubles (November 12)
  Have you ever heard of Joint Tenancy? This form of property ownership can be a blessing or a curse, depending on the circumstances (outside of your control). Read our first article to learn the good, the bad and the ugly of this common form of ownership.
• Revocable Living Trusts (October 12)
  Revocable Living Trusts are popular estate planning tools, especially when probate avoidance is an objective. Our first article reviews how they work, their benefits and drawbacks, and some of the important matters to consider in their creation.
• Are You Ready? (September 12)
  In this issue we focus on getting (and keeping) your legal affairs in order. Whether you have a comprehensive estate plan or intend to create one soon, the goal is to make sure that everyone and everything is okay, even if you are not.
• Family Matters (August 12)
  If you are a member of a family, then our first article is a must-read. We review some fundamental legal matters you need to address before it is too late, from appointing your decision-makers to protecting any inheritance you may leave.
• Charitable Opportunities (July 12)
  Americans have a rich heritage of philanthropy. Unfortunately, too many taxpayers are involuntary philanthropists because they fail to maximize the tax incentives to become voluntary philanthropists in support of the charities of their own choosing.
• Beneficiary Designations (June 12)
  In this issue of our newsletter we shift our attention to one of the most critical, and often overlooked, aspects of retirement planning. Our lead article considers common pitfalls in the selection of a designated beneficiary.

For Clickable Information And Directions