Krause Financial

19/06/2026

If you missed our most recent webinar covering solutions for Medicaid planning clients with problem assets, the recording is available on demand when logged into Attorney Access! 🧑‍💻 You won't want to miss out on this crucial information. Find the link below! 👇

Learn how to handle retirement accounts and non-compliant annuities in Medicaid planning using a Medicaid Compliant Annuity with Thomas Krause, J.D.

19/06/2026

Taylor Marquardt and Scott Engstrom are in scenic Egg Harbor for NAELA's Wisconsin Chapter Annual Conference & UnProgram! 🌅 They've had a great time connecting with elder law professionals, including some folks from McCarty Law LLP. 🤗

Also, congratulations to our giveaway winner—Benjamin Wright of Wright Elder Law! 👏

Wisconsin Chapter - National Academy of Elder Law Attorneys - WINAELA

19/06/2026

June 19 is an important day in our country’s history. While we remember this day, let’s celebrate our strength and resilience as we continue to advocate for growth.

17/06/2026

In an era where AI services are standardizing documents, emails, and workflows, offering estate planning clients a maintained, annually updated asset and liability inventory will help you stand out. 💡 Here's how you can leverage data to provide the best service to your clients in our automated world. 🌎

In estate planning, divorce law and wealth management, data is quietly becoming a competitive differentiator.

17/06/2026

16/06/2026

Understanding whether statutory protections, such as a “free look” period, can be waived—and what constitutes compliance—is critical as an attorney. ⚖️ This is especially important when advising on insurance products and defending the enforceability of those protections. 🔒

Collin and Scott discuss everything you need to know in the latest episode of our series Industry Insights. 🎥 Full episode in the comments. 👇

15/06/2026

Did you miss our session at the NAELA Annual Conference? 🤔 Explore this popular topic with Tom Krause tomorrow, as he covers crucial options and best practices for spending down retirement accounts and non-compliant annuities using an MCA! ✔️ Register here: https://loom.ly/AVcgl40

Crisis Medicaid planning is complicated, especially when clients own illiquid or difficult-to-access assets—specifically retirement accounts and non-compliant annuities. 🤔 Luckily, there is a solution! Krause Financial's President, Thomas Krause, J.D., will cover everything you need to know in this upcoming webinar on June 16. 👨‍💻 Don’t miss this crucial session! Secure your spot now: https://loom.ly/AVcgl40

15/06/2026

This week, we celebrate Connie Ashley's 20 years at Krause! 🥂 She began as Dale’s legal assistant, then became a Benefits Planner, and now serves as the Director of Agent Relations.

Many of Connie’s day-to-day tasks include providing quotes and plans to agents and attorneys, resolving complex case issues, assisting with death claims, and serving as a liaison between our office and our insurance carriers. She also onboards, educates, and advises our agents. 👩‍💻

She's empathetic, passionate, and always leading with integrity. Please join us in celebrating her incredible milestone! 🎉

14/06/2026

Happy from all of us at Krause! ⭐

12/06/2026

We had the wonderful opportunity to meet Johanna Martinez from Cap City Law PS and Ellen Cushing from CJE SeniorLife at the National Academy of Elder Law Attorneys' Annual Conference in Milwaukee! 📍

Both of these individuals received this year's NAELA Foundation scholarship for attorneys emerging in the elder law field, of which Krause was a proud sponsor. ⚖️ We're glad to support the people who make the elder law space so special! 👏