Angermeier & Rogers LLP

11/24/2023

Don't forget! Our live Black Friday Event starts at Noon.

11/06/2023

https://www.angermeierandrogersllp.com/blog/2023/10/estate-planning-that-expresses-who-you-are-5-things-to-talk-about-with-your-family/

You intend to pass along your wealth through your estate plan, but what about your experience and wisdom? Ensuring that you accomplish both calls for a family meeting to have a conversation about your money, your legacy, and your core principles. Most families lead separate and busy lives, meaning t...

09/26/2023

People often engage in transactions that result in money being owed to them, such as loaning money to a friend or business partner or renting a house to a tenant. But what happens if someone passes away before they receive the money owed to them? Can someone else collect these debts? If your loved one has died and you think they were owed money at the time of their death, keep the following information in mind

People often engage in transactions that result in money being owed to them, such as loaning money to a friend or business partner or renting a house to a tenant. But what happens if someone passes away before they receive the money owed to them? Can someone else collect these debts? If your loved o...

08/21/2023

https://www.jsonline.com/story/news/politics/2023/08/21/wisconsin-is-an-outlier-when-it-comes-to-savings-accounts-for-people-with-disabilities-that-could-ch/70560972007/

Wisconsin is the only state that has not created its own ABLE program, joined a collaboration or tasked an agency with providing information.

07/14/2023

Pet Trusts!

More people are putting their desert tortoises, and other long-living animals, in their wills. Can the grandkids take ‘Jebediah?’

07/03/2023

Make sure your minor child will be cared for the way you want if you are unable to care for them yourself. With the right , you can name a guardian, include instructions for how your money and property should be used, and determine who will be in charge of your child's inheritance. Click the link below to learn more about estate planning for your child's future.

If you have a young child who depends on you, it's important to ensure they will be taken care of if a crisis leaves you unable to. By making an estate plan, you can deal with the care and custody of your child and give directions on how your money and property should be used

06/14/2023

https://www.angermeierandrogersllp.com/blog/2023/06/integrating-a-community-property-trust-into-your-estate-plan/

Being cautious and relying on trust when planning your estate is the most effective approach to guarantee a better life for you and your loved ones. However, a thorough estate plan involves various components. Couples who own assets or property that have significantly increased in value over time ca...

03/02/2023

Presented by Brenda Schlais. For more information, please visit our website: www.angermeierandrogersllp.comDisclaimer: This is not legal advice, nor can I gi...

02/22/2023

An estate plan is more than just one document. It's a portfolio of documents that work in concert to provide the flexibility and preparedness that underlines the value of planning.

For more information, please visit our website: www.angermeierandrogersllp.comDisclaimer: This is not legal advice, nor can I give you legal advice. We are n...

02/16/2023

Presented by Brenda Schlais. For more information, please visit our website: www.angermeierandrogersllp.comDisclaimer: This is not legal advice, nor can I gi...

02/14/2023

02/10/2023

Retirement should be an exciting time to celebrate your hard work and effort over the years. You should be able to worry-free, but there are some things you should consider with this new chapter of your life. Learn how to complete your preparations here:

Retirement (or partial retirement) is a milestone that is worth celebrating. You have put in many years of hard work, and you are now able to focus your energy on the next chapter of your life. But just as you had to plan to get here, you need to plan for this new phase. There