Is a Revocable Trust Right for You?

Is a Revocable Trust Right for You?

Many clients come to the estate planning process having heard about revocable trusts, and have questions about whether a trust is right for them.  This article explains how a trust helps to avoid probate, and may help you decide if a trust is right for you. Probate...
The Federal Estate Tax – What to Expect With a Biden Presidency

The Federal Estate Tax – What to Expect With a Biden Presidency

A frequent concern for estate planning clients is how to avoid owing estate taxes at their death. Because the estate tax has become a political issue, some of these clients are also concerned about how the election results might impact the estate tax. The following is...
Estate Planning From Home

Estate Planning From Home

Over the past several weeks I have had many people contact me regarding their estate planning. Some are existing clients anxious to wrap up the process. Some are new clients asking how they can prepare their estate plan. The stress and anxiety caused by the...

Estate Planning for Peace of Mind

Cameron Kelly spoke at the Friday Memorial Library in New Richmond, Wisconsin, on March 5, 2020 at 6 pm.  Cameron presented “Estate Planning for Peace of Mind,” which included a discussion of estate planning documents for both death and disability.  He...