estate planning Archives - Wynn at Law, LLC

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Small Estate Transfer by Affidavit

October 25, 2022wynnatlawattorney, Blog, estate, estate planning, lawyer, lawyer in Lake Geneva, legal, living will, probate, property, transfer on death, Walworth county, wynn at law

What does it cover and how does it work? Wisconsin’s Small Estate Affidavit statute allows estates under $50,000 to avoid probate and instead be transferred via affidavit. See Wis Stat. §867.03. It can be used by an heir, a trustee of a revocable trust, a person named in the decedent’s will, or a guardian after...

Calculation concept, old hands counting finances on a home calculator ,

Apr

Writing Your Will: Benefits of Using a Lawyer

April 18, 2022wynnatlawbeneficiary, Blog, estate planning, inheritance, will

Confronting end-of-life affairs is never an easy subject to approach, not to mention the legal complexities surrounding estate planning and writing a will. But, like many people, you likely want a document that honors your final wishes while giving your survivors a roadmap to help them close out your estate correctly. This article discusses why...

Last Will and testament document with pen

Apr

Taking Care of Your Loved Ones with Estate Planning

April 6, 2022wynnatlawbeneficiary, Blog, estate planning, inheritance, power of attorney, will

People prepare for the future throughout their entire lives. Schooling, careers, housing, and retirement are common items most adults painstakingly plan out. However, creating a plan in the event of their death usually gets pushed to the bottom of the to-do list. No one enjoys thinking about their passing and then what happens after they’re...

Aug

Remember the safe deposit box

August 24, 2017wynnatlawattorney, avoid probate, estate planning, interested party, law, lawyer in Lake Geneva, probate, safe deposit, Shannon wynn, will, wynn at law

Estate planning clients often give much thought to avoiding probate. Wynn at Law, LLC helps jog your memory to make certain you haven’t ‘forgotten’ an asset that would trigger probate. A common one forgotten, as an example, is the safe deposit box. Yes, banks still have them in the vault. In fact, it’s a common...

Aug

Transfer on Death Deeds eliminate probate

August 10, 2017wynnatlawattorney, avoid probate, beneficiary, deed, estate planning, lawyer, lawyer in Lake Geneva, probate, property, transfer on death, Walworth county, Wisconsin

When any of Wynn at Law, LLC’s clients own real property in Wisconsin, we look at a Transfer on Death Deed (commonly called a TOD Deed or a TODD) to see if it is a suitable fit for their estate plan. It can sometimes wipe out the need to go to probate court, which is...

Jul

The power of advanced directives

July 27, 2017wynnatlawadvanced directive, attorney, durable, estate planning, healthcare, law, lawyer, lawyer in Lake Geneva, living will, medical, power of attorney, Shannon wynn, Walworth county, will, Wisconsin

There are dozens of intersections in life that call for an attorney’s insight. Wynn at Law, LLC gladly steps in to advise clients who have reached those intersections, like bankruptcy or buying a home. One of the most emotionally taxing of the intersections is how to handle the decisions at the end of a life,...

Jun

Graduation, gifts, and financial aid

June 1, 2017wynnatlawapa, college, estate planning, fafsa, financial aid, graduation, inheritance, investment, law, lawyer, lawyer in Lake Geneva, savings, Shannon wynn, uniform gifts, Wisconsin

One of the great rites of spring is the new crew of young adults graduating high school and heading off to their futures. When I’m not at Wynn at Law, LLC, I teach at Marquette University Law School, so I may see a few of them further in their academic journeys. For students, parents, and...

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I enjoyed working with Attorney Wilson and the Wynn Law team for my recent purchase of land. Not working with a realtor to purchase real estate had me nervous. The Wynn law team stepped in and helped me through the process from writing the offer to ensuring the items needed for close were done to representing me at closing. The team was easy and pleasant to work with. I'd highly recommend them.

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Lake Geneva, On-Site Review

We had a very good experience working with Shannon Wynn and her associates.She made us feel at ease and made the whole experience of Bankruptcy painless. We would recommend her to anybody that needed her services. She is such a nice lady and really cares about you and your family.

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