by kevinadmin2016 | Aug 7, 2025 | Uncategorized
For security of Client confidentiality, for the confidence that our work and our products are accurate, and legally sound as products of a depth of real-world legal experience and expertise, The Estate Planning Group is committed to using Zero AI in our practice....
by kevinadmin2016 | Mar 9, 2023 | Uncategorized
Using a Limited Liability Company (LLC) can help protect family assets from Medicaid eligibility calculations. To qualify for Medicaid in Wisconsin, an individual must meet certain income and asset requirements, which can be a devastating and challenging reality for...
by kevinadmin2016 | Mar 8, 2023 | Uncategorized
As we age, the need for long-term care services may arise, and the cost of such care can be overwhelming. In Wisconsin, Medicaid is a program that can help cover these expenses, but it has strict eligibility requirements. An important tool for Medicaid planning in...
by kevinadmin2016 | Mar 3, 2023 | Uncategorized
Probate is the legal process of validating a deceased person’s will and distributing their assets. While probate is a necessary process for those who not completed probate avoidance planning, it can also have a significant negative impact on the health and...
by kevinadmin2016 | Mar 2, 2023 | Uncategorized
Trusts are an important part of estate planning, which helps protect your clients’ financial legacy from creditors, taxes, and mismanagement by their own heirs. With proper planning and execution, trusts can provide asset protection and significant tax savings....