Planning for the transfer of assets at death is a critical element of retirement planning, especially if there are survivors who are dependent upon the assets for their financial security.  Planning for estate transfer can be as simple as drafting a will, which is essential to ensure that assets are transferred according to the wishes of the decedent. Larger estates may be confronted with settlement costs and sizable death taxes which could force liquidation if the proper planning is not done.

Estate planning areas that we will discuss include:

  • Creating a will
  • Health care power of attorney
  • General power of attorney
  • Living trust
  • Transfer on Death
  • Property tilting

If you are a resident of Grant County, WI and would like to see how your assets are titled please follow the link below. 

Visit Grant County Web Portal