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Resource Review

Family Estate Planning in Wisconsin (B1442)

Author(s): Karen Goebel, Philip Harris, Richard Langer, Linda Roberson and Mary Meehan-Strub
Review Date: 18 August 2005
Application: Agent and Clientele Material
Format Publication, 57 pages

Review

This publication explains the estate planning process. It starts with objectives of estate planning and then discusses laws that affect the estate planning process, including property laws, probate, and state and federal taxes. It explains several estate planning tools including wills, trusts marital property agreements, gifts, installment sales, life insurance, private annuities, powers of attorney, and guardianships. It closes with a discussion of choosing a lawyer and an advisory team.

How to Access

Order hard copies from county extension office or Cooperative Extension Publications or download from UW-Extension publications: Family Estate Planning in Wisconsin (B1442)

Reviewer

Phil Harris


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