Christenson and Allex, LLC is built on extensive experience in Estate Planning, Nonprofit Law, and Small Business Planning. Your opinions and ideas are important to us. Our mission includes providing accessible services in a professional comfortable environment. We are flexible and take the time to communicate about your plans.
For more information on any of the following events, please visit our Events Page.
"Yours, Mine and Ours: Estate Planning for Your Lifetime and Your Legacy"
Thursday, August 12th at 11:00am
The Gef 1 Building located at 201 East Washington Avenue, Madison, WI
This seminiar is specifically for employees of the Department of Workforce Development.
"Advanced Directives: The Best Way to Make Your Own Choices"
Wednesday, October 6th at 6:30pm
The Fitchburg Senior Center located at 5510 East Lacy Road, Fitchburg, WI
This seminiar is open to the Public.
2010 Senior Expo
Wednesday, October 13th from 10:00am to 3:00pm
Stoughton Wellness and Athletic Club located at 2300 US Highway 51, Stoughton, WI
This expo is open to the Public.
"Yours, Mine and Ours: Estate Planning for Your Lifetime and Your Legacy"
Thursday, October 14th at 4:00pm
Emil Street Training Center located at 1600 Emil Street, Madison, WI
This seminiar is specifically for employees of the City of Madison.
Visit our Events Page to view the list of upcoming Madison Civics Club Speakers for their 2010-2011 Luncheon Series "Living in Community: The Connections We Share "
Visit our Events Page to view pictures from previous events, such as the YWCA Women of Distinction Awards and the Jodi Lou Lung Cancer Run/Walk.
FREE Annual Credit Report: https://www.annualcreditreport.com
Foreclosure Prevention Hotline:
888-995-HOPE
05.06.2009
"THE POTENTIAL POWER OF AN 'INDIVIDUALIZED' DURABLE POWER OF ATTORNEY"
Attorney Iris M. Christenson
Published in the April 2009 Senior Lawyers Newsletter
The Durable Power of Attorney (DPOA) deserves more attention and perhaps should be elevated to the same level of importance we reserve for a person's Will or Trust. This "minor" document can have a major impact since it might be the sole means of protecting your assets from long term care costs. If the document is tailored to your unique situation and conforms to the changes in the Medicaid regulations your estate planning goals can be achieved, even if you lack capacity to handle your financial affairs.
Read more...
Question:
Recently, my father passed away. We had a tough time trying to figure out what he owned, what he owed and where his assets were located. I don't want to leave my loved ones with the same situation. What should I do?
Answer:
It a good idea to periodically review and organize your important documents. You should keep your documents in a safe place, but let your loved ones know where those documents will be kept. In addition, you should create a comprehensive list of who to contact in the event of your disability or death (including key advisors) and the passwords to any internet accounts that you have. The time that you spend getting and keeping your affairs in order will be invaluable to your loved ones upon your disability or death. For this and other estate planning assistance, please contact the Law Offices of Christenson and Allex, LLC.
Question:
How will the new Power of Attorney for Finances law affect me if I already have a Power of Attorney for Finances?
Answer:
The new Power of Attorney for Finances law (Chapter 244: Uniform Power of Attorney for Finances and Property") goes into effect on September 1, 2010. The new law doesn't invalidate prior Power of Attorney forms. However, the new law includes rules that govern all powers of attorney (for finances). If your power of attorney does not specifically cover an issue or is unclear about a particular issue, the new Chapter 244 will be the default that you, your agent and anyone who accepts the power of attorney will have to follow. The new statutory form will be available online after 9/1/2010 at: www.dhs.wisconsin.gov/forms/AdvDirectives/index.htm. Before using the statutory form or any other online form, consider consulting with an attorney to determine if you need a form that includes long term care planning language or tax planning provisions. A power of attorney for finances can be a very powerful tool to assure your financial security and protect your estate planning goals.
Read more...
