probate 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...

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...

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