Angermeier & Rogers LLP

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https://www.angermeierandrogersllp.com/blog/2023/10/estate-planning-that-expresses-who-you-are-5-things-to-talk-about-with-your-family/

Estate Planning That Expresses Who You Are, 5 Things to Talk About with Your Family | Angermeier & Rogers, LLP You intend to pass along your wealth through your estate plan, but what about your experience and wisdom? Ensuring that you accomplish both calls for a family meeting to have a conversation about your money, your legacy, and your core principles. Most families lead separate and busy lives, meaning t...

People often engage in transactions that result in money being owed to them, such as loaning money to a friend or business partner or renting a house to a tenant. But what happens if someone passes away before they receive the money owed to them? Can someone else collect these debts? If your loved one has died and you think they were owed money at the time of their death, keep the following information in mind

Collecting Debts on Behalf of Your Deceased Loved One | Angermeier & Rogers, LLP People often engage in transactions that result in money being owed to them, such as loaning money to a friend or business partner or renting a house to a tenant. But what happens if someone passes away before they receive the money owed to them? Can someone else collect these debts? If your loved o...

https://www.jsonline.com/story/news/politics/2023/08/21/wisconsin-is-an-outlier-when-it-comes-to-savings-accounts-for-people-with-disabilities-that-could-ch/70560972007/

Wisconsin is an outlier on savings accounts for people with disabilities. That could soon change. Wisconsin is the only state that has not created its own ABLE program, joined a collaboration or tasked an agency with providing information.

Pet Trusts!

Tortoise Estate Planning—One Chore of Having a Pet That Lives 100 Years More people are putting their desert tortoises, and other long-living animals, in their wills. Can the grandkids take ‘Jebediah?’

Make sure your minor child will be cared for the way you want if you are unable to care for them yourself. With the right , you can name a guardian, include instructions for how your money and property should be used, and determine who will be in charge of your child's inheritance. Click the link below to learn more about estate planning for your child's future.

Are You Single with a Minor Child? If So, You Need a Plan. | Angermeier & Rogers, LLP If you have a young child who depends on you, it's important to ensure they will be taken care of if a crisis leaves you unable to. By making an estate plan, you can deal with the care and custody of your child and give directions on how your money and property should be used

https://www.angermeierandrogersllp.com/blog/2023/06/integrating-a-community-property-trust-into-your-estate-plan/

Integrating a Community Property Trust into Your Estate Plan | Angermeier & Rogers, LLP Being cautious and relying on trust when planning your estate is the most effective approach to guarantee a better life for you and your loved ones. However, a thorough estate plan involves various components. Couples who own assets or property that have significantly increased in value over time ca...

Planning for Medical Incapacity Presented by Brenda Schlais. For more information, please visit our website: www.angermeierandrogersllp.comDisclaimer: This is not legal advice, nor can I gi...

An estate plan is more than just one document. It's a portfolio of documents that work in concert to provide the flexibility and preparedness that underlines the value of planning.

Estate Planning Documents - Angermeier & Rogers, LLP For more information, please visit our website: www.angermeierandrogersllp.comDisclaimer: This is not legal advice, nor can I give you legal advice. We are n...

Utilizing Financial Powers of Attorney - Angermeier & Rogers, LLP Presented by Brenda Schlais. For more information, please visit our website: www.angermeierandrogersllp.comDisclaimer: This is not legal advice, nor can I gi...

Retirement should be an exciting time to celebrate your hard work and effort over the years. You should be able to worry-free, but there are some things you should consider with this new chapter of your life. Learn how to complete your preparations here:

Retirement Plans Are Not Complete Without An Updated Estate Plan | Angermeier & Rogers, LLP Retirement (or partial retirement) is a milestone that is worth celebrating. You have put in many years of hard work, and you are now able to focus your energy on the next chapter of your life. But just as you had to plan to get here, you need to plan for this new phase. There

Why Should You Get an Estate Plan - Angermeier & Rogers, LLP For more information, please visit our website: www.angermeierandrogersllp.comDisclaimer: This is not legal advice, nor can I give you legal advice. We are n...

Stepup in Basis in Estate Planning Presented by Brenda Schlais. For more information, please visit our website: www.angermeierandrogersllp.comDisclaimer: This is not legal advice, nor can I gi...

Estate planning can help resolve a lot of tricky inheritance issues. But sometimes you gotta solve them yourself.

A revocable living trust can be the best tool to avoid sending your loved ones to probate court. Click here to learn how it works: https://www.angermeierandrogersllp.com/blog/2023/01/why-a-trust-is-the-best-option-to-avoid-probate/

Stacy Vogeltanz's presentation from the Angermeier & Rogers LLP 2022 Client Update Presentation

Angermeier & Rogers - Long-Term Care Planning An excerpt from our 2022 Black Friday Presentation. Every year, we invite existing clients to a luncheon where we update them on legal developments that migh...

Disability attorneys can only do so much to speed up work at an understaffed agency. But they can sometimes help improve your chances of not having to incur additional delays while pursuing appeals.

'It's just really, really bad': Social Security offices can't keep up with crush of disability benefits claims In Milwaukee and Madison alone, more than 3,000 people months for Social Security to approve disability benefits.

What Is Inheritance Theft (and How Can You Protect Your Money)? Money can ruin relationships, and family conflict can complicate your inheritance.