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Horn & Johnsen SC
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“Estate planning… for what means most to you.”
“Estate planning… for what means most to you.”

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We’re honored to share with you that Attorney Dera Johnsen-Tracy has been selected to the 2016 Wisconsin Rising Stars list! This is an exclusive list, recognizing no more than 2.5 percent of attorneys in Wisconsin. Super Lawyers, part of Thomson Reuters, is a research-driven, peer influenced rating service of outstanding lawyers who have attained a high degree of peer recognition and professional achievement. Congratulations, +Dera L. Johnsen-Tracy!
#superlawyer #estateplanning #wills #trusts #probate #guardianship

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All too often, when asked whether clients have an estate plan in place, they will say “yes” and assume everything is taken care of when they have nothing more than a simple will in place. Although a simple will is a good start, it is not enough – especially when it merely restates Wisconsin’s laws of intestacy! Learn how to recognize estate planning pitfalls for your clients and also explore some DIY estate planning options.

Join us at the High Point Square Conference Room, 414 D’Onofrio Drive, Madison, Wisconsin. Free continental breakfast will be served. Seating is LIMITED, so register today for this FREE educational seminar by calling (608) 829-2525 or by email at info@hornjohnsen.com.

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"Although legislation next year could be made retroactive to January 1st, acting before the end of this year will ensure that any changes in 2014 won't affect your planning."

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Added photos to Avoid the Top Ten Mistakes Made With Beneficiary Designations.

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December Estate Planning Breakfast Education Series: Avoid the Top Ten Mistakes Made With Beneficiary Designations

Year-end planning is a great time to ensure your beneficiary designations and ownership arrangements are up-to-date on retirement plans, annuities, life insurance policies, investment accounts, bank accounts and even real estate to ensure they are consistent with your estate planning goals!

Free continental breakfast will be served.

Seating is LIMITED, so register today for this FREE educational seminar by calling (608) 829-2525, by email at info@hornjohnsen.com, or by registering online at the “Events” section of our website at www.hornjohnsen.com.

What previous attendees have said about our presentations:

“This was a very good seminar that was easy and engaging enough to follow for an average person… It was also helpful for me as an advisor to help better serve my clients.”

“Dera has an uncanny ability to speak the client’s language and make what is traditionally a very arduous process seem almost enjoyable.”

At Horn & Johnsen SC, we seek to provide peace of mind for you and the ultimate gift for your loved ones!

“Building relationships, not billing minutes.”

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Year-end financial planning is a good time to ensure that the beneficiaries of an estate plan or trust are up to date.

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The last few months of the year may have everyone thinking about holiday cheer and pumpkin pies, but it's also prime time for investors to put tax-planning strategies into place that can help reduce their liability for 2013.

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Presented by the Tim Kuckuk Agency, American Family Insurance

- Life Insurance – Why You Need it and How Much?
- Replacing One’s Income
- Tragedies and Litigations Today
- What Kind of Insurance Do You Need?
- Q&A Session with Estate Planning Attorneys John Horn and
  Dera L. Johnsen-Tracy and Insurance Professionals

Snacks and beverages will be provided.

Please RSVP by calling (414) 545-4400 or email tkuckuk@amfam.com.

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Tune in tomorrow morning (Saturday) at 10am to The Mic 92.1 in Madison! Our very own +Dera L. Johnsen-Tracy  will make a guest appearance on The Voice of Real Estate with Randy Lenz to discuss the interrelationship between real estate and estate planning. Also available on iHeartRadio!

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Happy Halloween! To help make this year's festivity a trick-free treat, follow these simple safety tips.
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