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Planning for Retirement
A downloadable .pdf file of SVA's Planning for Retirement seminar presentation.
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Tax Implications of Generation Skipping Laws
A .pdf file of SVA's Tax Implications of Generation Skipping Laws article.
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A Gift to Your Family: Planning Ahead for Future Health Needs
Sixth edition published in 2005 by the State Bar of Wisconsin:
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Estate Information Document Inventory
If you have been named a personal representative or successor trustee, we recommend you locate certain essential documents before the individual’s death. After death, this checklist will help you compile information that will be needed when you meet with your attorney and accountant.
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