Estate Planning Archives - Wynn at Law, LLC

262-725-0175

Tag

Estate Planning

A blank last will and testament form with a pen laying over it.

Apr

What happens in the State of Wisconsin when you die without an estate plan?

April 8, 2024wynnatlawBlog

What happens in the State of Wisconsin when you die without an estate plan? Intestate Succession: When someone who lived in the state of Wisconsin dies without an estate plan, they are said to have died “intestate” and are thus entitled to the state’s laws of intestate succession. In other words, the state decides what...

Dec

Your Estate Planning Toolbox: Trusts

December 16, 2019wynnatlawBlog

The Last Will and Testament and other forms of the Will were covered in our most recent article. Often going alongside a Will is one or more trusts. A revocable living trust is the tool in the Estate Planning Toolbox for holding and distributing a person’s assets to avoid probate. In its simplest definition, the...

Dec

Your Estate Planning Toolbox: The Will

December 3, 2019wynnatlawBlog

In a previous article, Wynn at Law, LLC, highlighted why the holidays are an ideal time to discuss your estate planning needs. The old adage ‘there’s no time like the present’ holds true with estate planning. So, here is a little more detail on the most common, and sometimes overlooked, planning tool: The Will. There are...

Nov

Practice good estate planning during holiday gatherings

November 13, 2019wynnatlawBlog

There isn’t a better time to review a will, trust, or other estate planning documents than the convenient time of holiday gatherings. Wynn at Law, LLC definitely realizes how this could be a delicate or somber talk during what should be fun events. However, the family will appreciate it later when they seek clarity on...

Jul

What is a Power of Attorney for Healthcare and for Finances

July 28, 2016wynnatlawBlog

Power of Attorney for Healthcare A Power of Attorney for Healthcare designates someone to represent you when you are unable to make decisions or unable to communicate decisions about your healthcare. This healthcare “agent” will be someone you trust to make all necessary medical decisions on your behalf and respect your wishes regarding life support,...

Walworth County estate planning attorney

Apr

What to Do When a Loved One Dies

April 27, 2016wynnatlawBlog

After a loved one or close friend dies in Walworth County, you may not know what to do. During this time of grief, it can be extremely difficult to thoroughly address the details of an estate. Clients often ask us what they need to do after the death of a loved one in Walworth County....

walworth county digital estate planning assets

Apr

Estate Planning Attorney Advises on Digital Assets

April 12, 2016wynnatlawBlog

Are you addressing your digital assets when planning your Walworth County estate? Digital assets do not solely affect younger generations, they affect all generations. Now that our digital world involves social media, emails, online investing, cloud storage, and more, you must address what will happen to your digital assets after your death.

retirement account planning in Southeastern Wisconsin

Aug

Options for Retirement Account Planning

August 26, 2014wynnatlawBlog

Retirement account planning can get a bit stressful when you first begin planning. There are so many options, and the legal jargon can go above our heads. It is very hard to figure out the difference between each type of retirement plan. What do all of the retirement plan definitions mean? Our Southeastern Wisconsin Retirement...

Meet Our Attorneys

Attorney Shannon Wynn and Associates are fantastically outstanding! Their exceptional professionalism, patience, trust, integrity, genuine caring attitude, and legal knowledge is of the highest level. They have been there every step of the way, always offering help in any way possible. I would highly recommend Attorney Shannon Wynn and Associates/staff for general or specialized legal needs.

Lake Geneva, On-Site Review

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.

Lake Geneva, On-Site Review

Attorney Wynn and her entire staff are wonderful! They are all easy to work with and very knowledgeable. Attorney Wynn was always understanding of my situation, and worked hard for me. She responded to any questions I had in a timely manner and her staff did the same. I would HIGHLY recommend Wynn at Law to anyone looking for an attorney!

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.

Lake Geneva, Google Review

Tag

Contact Us