Lauterbach Legal LLC

11/21/2024

The deadline for Corporate Transparency Act filings is approaching. Is your business in compliance?

This post gives some background for our clients who may need to make a Corporate Transparency Act (CTA) filing. This is a brief summary intended for our existing clients who are business owners. A detailed compliance guide can be found at www.fincen.gov/boi .

10/21/2024

Do you need help forming a business? Lauterbach legal can help you through the business formation process so you can be confident you have the right structure for your needs and that you are in full compliance with all legal requirements. Call today for your no obligation consultation.

05/20/2024

Preserve your family's treasured asset. Creating a plan for transferring the cabin to multiple owners can prevent conflict by setting the rules for joint ownership and defining who is allowed to join the ownership group.

Family cabins are often a source of memorable family experiences, and assets most likely to be kept in the family as part of an estate plan. In most family cabins, the parents (generation 1) are the original owners, and at some point pass the property on to their children (generation 2). We have wo

05/15/2024

Business owners have a new filing requirement this year. Is your business compliant with the filing requirements of the Corporate Transparency Act?

This post gives some background for our clients who may need to make a Corporate Transparency Act (CTA) filing. This is a brief summary intended for our existing clients who are business owners. A detailed compliance guide can be found at www.fincen.gov/boi .

05/09/2024

Leaving a gift to a beneficiary who receives public benefits due to a disability can have serious unintended consequences for the beneficiary. Special needs trusts allow you to leave a gift for your loved one without jeopardizing their benefits. Schedule a consultation with one of our attorneys to discuss your options.

For a long time, I’ve been using WisPACT trusts to hold money for special needs beneficiaries. For people who are unfamiliar with special needs trusts or WisPACT, what WisPACT does is manage a pooled special needs trust (SNT). Like any other SNT, the funds are managed to supplement—not replace.....

01/29/2024

We strive to make estate planning as simple and easy as possible for our clients. Schedule a no-obligation consultation with one of our attorneys and see how hassle-free estate planning can be.

Every estate plan we do starts with a free consultation. We get a lot done during those meetings, but they (honestly) don’t require much preparation. Here’s what to know about the agenda and how to prepare. Background Information The first agenda item is always to cover the basics of what an est...

11/08/2023

Do you need help settling an estate? Call our office to get started with a no-obligation initial consultation.

When a loved one passes away, families work through questions about settling the estate. One of those questions involves whether the estate will go through probate. This post answers the question by looking at what type of property a loved one’s estate owns.

11/03/2023

During an estate planning consultation, clients often have a simple question for us: “If I end up in a nursing home, I want to make sure my kids get my (house, land, stock, etc.). How can I do that?” Our short answer is: “You can do it, but you might not like what you have to do.” The full a

10/19/2023

Direct gifts from your estate to a person who is receiving public benefits due to disability will adversely affect their benefits. There are several options for leaving a gift without jeopardizing public benefits. Meet with one of our attorneys to discuss an estate plan and how a gift to a beneficiary on public benefits will fit in.

In our office, we routinely assist families in creating third party special needs trusts (SNTs) as part of their estate plans. This article explains the background on third party SNTs, the options available, and our process.

09/22/2023

We are very excited to announce the opening of our second office in Wisconsin Rapids. Our new location will allow us to better serve the Wood County area. You can now schedule meetings with our highly experienced attorneys in two convenient locations.

Lauterbach Legal is excited to announce the opening of its second office in Wisconsin Rapids.

09/08/2023

Going through probate can be confusing and emotionally challenging. Lauterbach Legal is here to make this difficult time easier for you. Our compassionate team of experienced attorneys and paralegals will handle the legal complexities so you can focus on your family and memories.

In our probate work, we serve as probate attorney for the personal representative of the estate. We also handle trust settlements and trust disputes.