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Estate Planning

 

Estate planning encompasses more than executing a simple will. It establishes to whom your assets will be distributed at the time of your death; minimizes or eliminates the cost of probate; minimizes or eliminates estate taxes; provides for your care in the event of disability; determines who cares for you minor children at your death, and allows you to maintain control of your assets both during your life and death. Competent representation for such issues is a must. Take advantage of our experience and ongoing study of this important field to assure that your wishes are followed to the extent the law permits.

Wilson Law Group's Estate Planning Practice consists of the following:

  • Living Trusts
  • Tax Planning
  • Wills
  • Power of Attorney for Health Care or Living Wills
  • Supplemental Needs Trust
  • Life Insurance Charitable and other Irrevocable Trusts
  • Specialized Interest such as Family Farm Planning, Asset Protection, Trusts, Family Limited LIability Companies, Charitable Trusts, HIPAA Planning
  • Trust Administration and Probate

Trusts & Wills

Wills are very well known and have traditionally been used to transfer assets at time of death. But, over the past 20 years there has been a significant movement toward utilizing Revocable Living Trusts.  Since a Will lies dormant until a death occurs, it cannot be utilized for disability planning.  Moreover, Wills require a court supervised procedure called Probate to transfer assets when death does occur.  While probate can be a very beneficial process, clients generally associate high costs, delay, and loss of control with probate, and seek to avoid probate when possible.   Read more

Planning-The Foundation

While nobody wants to think about death or disability, establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones.  Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones of the expense, delay and frustration associated with managing your affairs when you pass away or become disabled.   Read more

Advanced Planning

You've worked hard your whole life to provide for your family and make your loved ones more secure.  Without advanced estate planning strategies, much of the significant assets you have accumulated may end up with the IRS and state taxing authorities.

Our firm regularly assists affluent families with such sophisticated planning strategies as Family Limited Partnerships or Limited Liability Companies, Personal Residence Trusts, Irrevocable Life Insurance Trusts and a wide range of charitable gifting techniques to reduce Federal Estate Taxes, Gift Taxes and Generation Skipping Transfer Taxes.   Read more

 

Advanced Planning

Planning-The Foundation

Trust and Wills


With Offices in Madison, WI and Evansville, WI, the attorneys at the Wilson Law Group assist clients with Estate & Business Planning, Probate & Trust Administration, Elder Law and Medicaid Planning throughout Southern Wisconsin including Verona, Middleton, Sun Prairie, Cross Plains, Oregon, Black Earth, Janesville, Jefferson, Fort Atkinson, Baraboo, Reedsburg, Richland Center, Mount Horeb, Monroe, Beaver Dam, Dane County, Rock County, Green County, Iowa County, Richland County, Sauk County, Columbia County, Dodge County and Jefferson County.

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© 2017 Wilson Law Group LLC | Disclaimer
7633 Ganser Way, Suite 100, Madison, WI 53719
| Phone: 608-833-4001
15 W. Main Street, P.O. Box 142, Evansville, WI 53536
| Phone: 608-882-6300

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