Latest News & Blog Posts

Stay informed with Wisconsin estate-planning articles, updates, and resources from the Law Office of David Watson, LLC and other industry leaders.

Couple Signing and Power of Attorney Document

The 8 Biggest Mistakes People Make With A Power Of Attorney

Creating a POA is one of the most important documents you'll ever do, but people...
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A woman signing her will

The Biggest Mistakes People Make In Their Wills

Avoid these costly legal and financial problems for your family's sake.
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Man with a headache

The Importance of Having a Professionally Drafted Plan

This case shows the importance of having a Will and your estate documents professionally drafted....
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Proposed 99.5% Act and STEP Act

A few excellent examples provided in this article between the current policies and what would...
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2021 Biden Estate, Gift and Generation-Skipping Transfer Tax Plan

Biden Plan Estate Planning Advisory for 2021 (natlawreview.com)   Overview of Biden’s Estate, Gift, and...
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Crossroads Coming in Estate Planning

“Your estate plan needs to be structured to achieve the results you want under today’s...
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Stop Procrastinating and Get a Plan Started Today

Great points in this short article. “An estate plan is the best love letter you...
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Reasons to form an Irrevocable Trust

The major reasons for wanting to form an irrevocable trust. As the article states, caution...
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Lessons from Celebrity Estates

Great questions to think about: Does your Will match your wealth transfer wishes? Are your...
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Vacations Gone Bad

Vacations Gone Bad How Delegating Parental Powers Can Be Critical With summer vacation time upon...
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Reasons Why A Revocable Trust May Not Be Right For You

  A Living Trust is an excellent estate planning option for many people. The idea...
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2020 Estate Planning and Wills Study

The data according to Caring.com shows that “a majority of people believe estate planning is...
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wills and estate planning wisconsin

Making a Will is a Necessity

Doing nothing may be disastrous according to your state’s intestacy laws. See what may happen...
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“Pandemic” or “Panicdemic”?

Oh my, how things can change in a matter of a few days. Only a...
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Summary of the CARES Act Provisions

An excellent summary of the CARES Act provisions. Small business owners should review and inquire...
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Mistakes made when naming your Beneficiary of any Life Insurance, IRA, Annuity or 401k Plan(Avoid These Errors)

A beneficiary is the person or persons designated to receive the benefit of any life...
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Kobe Bryant’s Death & the Art of Procrastinating

Father Time is Undefeated The death of Kobe Bryant is a real shock. Someone who...
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Catch My Morning Blend Segment

In this segment, I talk about estate planning, why it is important for women to...
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The Importance of Both Spouses Being Involved in Financial Matters

“Both spouses need to know basic things about family finances, no matter who handles bills...
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Secure Act and How It Severley Affects Your Estate Plan

In regard to estate planning and IRA’s, this is a game-changer as non-spousal beneficiaries will...
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A Deal Too Good To Be True! Act Now!

Commit to Planning now and receive the best planning at the best prices of the...
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