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Maximizing the Ten Year Stretch Rule

Posted by Jason J. Heinen | May 02, 2025 | 0 Comments

When the SECURE Act was signed into law in 2019, it upended traditional estate planning strategies for retirement accounts. One of the biggest changes was the end of the “stretch IRA” for most non-spouse beneficiaries and this has implications for those utilizing a trust in their estate plan...

Why Does Probate Court Exists?

Posted by Jason J. Heinen | Apr 12, 2025 | 0 Comments

After explaining the probate procedure and some of its downsides, I am occasionally asked, "Why does Probate Court Even Exist?" While it might seem like a complex and daunting system, probate court serves an essential purpose. In this blog post, we'll explore the reasons why probate court exists,...

Why Should You Consider Doing An Estate Plan

Posted by Jason J. Heinen | Apr 01, 2025 | 0 Comments

Estate planning is often viewed as a task that only the wealthy or older individuals need to worry about. However, everyone, regardless of their financial standing, can benefit from creating a comprehensive estate plan. In Wisconsin, estate planning isn't just about deciding what happens to your ...

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