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Make sure your estate plan still works for you. Use this simple estate planning checklist from Plan Wise Legal to review your documents, beneficiaries, and key decision-makers.

As year end approaches, business owners can strategically plan for the upcoming year by reflecting on the past year, setting clear goals for the year ahead, reviewing internal and external agreements and contracts, assessing the business's financial health, and investing in team development.

When we think about securing our family's future, the idea of family wealth protection often comes to mind. It’s more than just saving money or investing wisely. It’s about creating a safety net that supports our loved ones through life’s uncertainties. Together, we can take thoughtful steps to build that net, ensuring peace of mind for today and tomorrow. Understanding Family Wealth Protection Family wealth protection is about safeguarding what we have worked so hard to bui

When we think about the future, it’s natural to want to protect what matters most. Our homes, our savings, our loved ones - all deserve thoughtful care and planning. That’s where estate planning comes in. It’s not just for the wealthy or the elderly. It’s for all of us who want to ensure our wishes are honored and our families are cared for when we’re no longer able to speak for ourselves. Estate planning can feel overwhelming at first. But together, we can break it down into

When we think about the future of our farms, it’s natural to want to protect what we’ve built. Our land, our equipment, our way of life - these are more than just assets. They are a legacy. Planning for the next generation to take over is not just smart; it’s an act of love. It ensures that the hard work and values we’ve invested continue to thrive. Today, let’s explore how agricultural succession planning can help us secure that legacy with confidence and care. Why Agricultu

Building wealth is a journey, but preserving it across generations is an art. We want to ensure that the hard work we put into growing our assets benefits not just ourselves but also our children, grandchildren, and beyond. This means thinking beyond immediate gains and focusing on strategies that protect and grow wealth over time. Today, let's explore some of the most effective multigenerational wealth strategies that can help us secure a lasting legacy. Understanding Multig

When we think about securing our financial future, it’s natural to want to protect what we’ve worked so hard to build. Whether it’s our family home, savings, or business, safeguarding these assets gives us peace of mind. Today, I want to walk with you through some practical and effective ways to protect your assets. Together, we’ll explore how thoughtful planning can shield your wealth from unexpected challenges and help you maintain control over your financial destiny. Under

The holidays bring families together, making it a perfect time to discuss estate planning. Learn how to approach the topic with care, respect, and confidence from Plan Wise Legal.

What is Elder Law and Why do we need it?

Understanding Estate Planning Essentials including Wills, Trusts, Powers of Attorney, and Health Care Directives.

Get to know each attorney at Plan Wise Legal, Kate Bartell Nowak, Tye Wangberg, and Ryan Fargen

Learn how the probate process works, what a personal representative does, and which estate planning tools can help your family avoid probate hassles.

At first glance, Plan Wise Legal might sound like a simple name. But behind it is a clear philosophy and a promise to our clients: when...