Wisconsin Estate Planning: Preserving Your Legacy

Bernicke Education Center

Wisconsin Estate Planning: Preserving Your Legacy

grandparent stamping her estate planning papers

Is your family prepared? This guide discusses strategies that may help protect your family from unnecessary estate costs and may help you prevent common estate planning mistakes. In this guide, you’ll learn:

  • Why an estate plan is important

  • Tax benefits associated with the development of marital property agreements in community property states

  • Basic estate planning considerations such as a will and living trust

  • The importance of a durable power of attorney

  • When to update your estate plan

Get Your Guide

Estate Planning Guide WI

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Learn why you may be able to retire earlier than you think.

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Learn why you may be able to retire earlier than you think.

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This field is hidden when viewing the form
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This field is for validation purposes and should be left unchanged.