Contact us for a Free Initial Consultation 414-253-8500

Heritage Law Office Blog

Making Sure Your Estate Plan Reflects Your Wishes

Posted by Brad Sarkauskas | May 18, 2018 | 0 Comments

No one likes to think about the end of their life, but it can happen before you expect it. Will your spouse, children, and other family members be provided for, or will they be fighting in court for years over what’s left of your estate? The more money, assets, and property you have, the greater your need for an estate plan...

How to Pass Your Home to Your Children Tax-Free

Posted by Brad Sarkauskas | Apr 28, 2018 | 0 Comments

Giving your house to your children can have tax consequences, but there are ways to accomplish it tax-free. The best method to use will depend on your individual circumstances and needs. Leave the house in your will The simplest way to give your house to your children may be to leave it to them...

What Is a Supplemental Needs Trust?

Posted by Brad Sarkauskas | Apr 11, 2018 | 0 Comments

Americans are living longer than they did in years past, including those with disabilities. Planning by parents can make all the difference in the life of a child with a disability, as well as that of his or her siblings who may be left with the responsibility for caretaking (on top of their own ...

What to Consider in Retirement Planning

Posted by Brad Sarkauskas | Apr 07, 2018 | 0 Comments

What does retirement look like to you? This is an essential question to ask when beginning to plan for retirement. A good starting place is to start jotting down your ideas and, if married, your spouses ideas for retirement. Maybe travel is in your plan. If not travel, then how do you plan to s...

Decisions to Make for Your Power of Attorney

Posted by Brad Sarkauskas | Mar 28, 2018 | 0 Comments

A power of attorney may seem like a simple document, but there are several important decisions that need to be made when creating one. From whom to appoint to what powers to grant, care and consideration should be put into each choice. A power of attorney is one of the most important estate plan...

What is a Life Estate?

Posted by Brad Sarkauskas | Mar 24, 2018 | 2 Comments

The phrase life estate often comes up in discussions of estate and Medicaid planning, but what exactly does it mean? A life estate is a form of joint ownership that allows one person to remain in a house until his or her death, when it passes to the other owner. Life estates can be used to avoi...

Four Provisions People Forget to Include in Their Estate Planning

Posted by Brad Sarkauskas | Mar 21, 2018 | 0 Comments

Estate planning is something that should be started long before you think you need it and revisited regularly when you need to make changes. Divorce, remarriages, new children and/or grandchildren, as well as other life events, can alter the way your estate is handled after you die. But despite your best efforts, you may inadvertently leave out some less obvious provisions that not everyone may think about. Don’t forget to include these provisions in your estate plan.

Contact Us Today

For a comprehensive plan that will meet your needs or the needs of a loved one, contact us today. Located in Downtown Milwaukee, we proudly provide legal advice to those in Milwaukee County and surrounding communities.