Starting Estate Planning with an Open Conversation The most effective estate plans are those that begin with an open conversation with all parties involved. In the typical estate plan, you should think about what property and a...
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Year: 2019
Don’t Forget to Update Your Estate Plan
Clients often ask us if it’s a good time of year to handle important estate planning matters. We always suggest that clients use the time they spend with their family and loved ones to have important conversations about major...
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Why Now is the Time to Meet with a Financial Advisor
At Kitzke & Canfield LLC, we can assist you with your estate planning goals to ensure your assets are appropriately handled according to your wishes after your death. Moreover, taking care of your estate plan now can give y...
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Give Your Family the Gift of a Well-Planned Estate
Amid the COVID-19 pandemic, you might be spending a lot of time with your family. This time together might make you thankful for your loved ones, but it should also make you think about what will happen to them after you’re g...
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Legal Basics Workshop: November 9th, 2019
If you are a new entrepreneur who is planning on starting or investing in a new or already existing small business, you need to make sure you are familiar with the legal implications that can severely impact your business opera...
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2019 Financial Planning Association Symposium of Wisconsin
Click here to see John Kitzke’s post on Kitzke & Canfield LLC attending the Financial Planning Association Symposium of Wisconsin. The event will be held on October 28th and 29th at the Potawatomi Hotel & Casino in ...
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Start Your Summer Vacation Right with a Comprehensive Estate Plan
Summertime is here and you are probably working diligently on plans for your family vacation. Few things are as fun as spending a few weeks away from home with your family to see new sights and enjoy new experiences, especially...
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Use Your Tax Papers to Get a Head Start on Estate Planning
If you don’t want to get the Internal Revenue Service (IRS) breathing down your neck, then you must have just recently finished your taxes for this year. All around your home office, you probably have piles of paperwork relat...
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Educational Estate Planning Seminars in March
We are excited to announce two educational seminars for clients of financial advisor that we will be hosting on March 12 and March 28. During these seminars, our Grafton estate planning attorneys at Kitzke & Canfield LLC w...
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Legal Basics Workshop: March 2nd, 2019
Attorneys Kitzke & Canfield Host Seminar for Small Business Owners As an entrepreneur entering the small business waters, or an existing business owner already in the business pool, you are prepared to deliver great produc...
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Our Approach to Referrals
At Kitzke & Canfield LLC, we consider it a privilege and an honor when colleagues refer clients to our office. If you are considering referring a client to an outside source for estate planning, business counseling, or as...
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