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Madison Wisconsin Estate Planning Blog

Friday, October 31, 2014

Daylight Savings

Done forget to "fall back," and turn your clocks back one hour this Sunday!


Friday, October 31, 2014

Happy Halloween!

Did You Know?...

One quarter of all the candy sold annually in the U.S. is purchased for Halloween.

 

From everyone here at Wilson Law Group, have a safe and happy Halloween weekend!


Friday, October 31, 2014

Long Term Care Planning, Part 2
The first part of planning for long-term care is realizing that, a) most of us will need this kind of care for at least some time before we die and b) the cost of this care can be financially devastating for a family if it is not planned for in advance. This was covered in Long-Term Care Planning, Part 1.

The next part is determining how you will pay for long-term care that may be needed for you, your spouse or another family member.
Read more . . .


Wednesday, October 22, 2014

Long-Term Care Planning, Part 1
Health care has been the topic of discussion lately, but the greatest threat to your financial health is long-term care. This is the kind of care you need if you are not able to perform normal daily activities (such as eating, dressing, bathing and toileting) without help, and it is expected that you will need this help for an extended period of time, often for the rest of your life.
Read more . . .


Friday, October 17, 2014

The Value of Having a "Plan" in Estate Planning
All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can get to know the client on a deeper level, to uncover hopes, dreams and aspirations. It becomes more about family and values, and it becomes a process instead of a transaction.

This process begins with having a plan for our lives. There is a certain power in planning. When plans are carefully thought through and written out, they tend to come true. A plan can also serve as a guide, helping to align our deepest values, beliefs and goals with our financial resources so we can realize our dreams. Having a plan allows us to live richer, fuller lives—personally, professionally, financially and spiritually.
Read more . . .


Thursday, October 16, 2014

RWay Client Workshop - LegalVault

Thursday, October 23, 2014 6:30 p.m. to 7:30 p.m.
UW Agricultural Research Station
Located at: 8502 Mineral Point Road, Verona, WI 53593

 

Who should attend:  Anyone who would like to learn more about the benefits and functions of their LegalVault account.  LegalVault enables you to keep track and review your documents outside of your annual/biennial estate planning meetings, control access to your estate planning documents, and add additional documents to your vault that requires privacy.  LegalVault also allows physicians and hospitals to have access to your medical directives at a moment’s notice.

 

 CLICK HERE TO REGISTER

 


Thursday, October 16, 2014

Happy Boss' Day

To all of those boss who have helped our careers grow...

 

Happy Boss' Day from everyone at Wilson Law Group!


Wednesday, October 08, 2014

Overview: Buy-Sell Agreements and Your Small Business
If you co-own a business, you need a buy-sell agreement. Also called a buyout agreement, this document is essentially the business world’s equivalent of a prenup. An effective buy-sell agreement helps prevent conflict between the company’s owners, while also preserving the company’s closely held status. Any business with more than one owner should address this issue upfront, before problems arise.
Read more . . .


Friday, October 03, 2014

Your Wishes in Your Words

During the estate planning process, your attorney will draft a number of legal documents such as a will, trust and power of attorney which will help you accomplish your goals. While these legal documents are required for effective planning, they may not sufficiently convey your thoughts and wishes to your loved ones in your own words. A letter of instruction is a great compliment to your “formal” estate plan, allowing you to outline your wishes with your own voice.


Read more . . .


Monday, September 22, 2014

Attorney Wayne Wilson Interviews with Madison Magazine

Click here to check out Attorney Wayne Wilson's interview with Madison Magazine on 'Planning for the Future'.

 

 


Friday, September 19, 2014

Refusing a Bequest

Most people develop an estate plan as a way to transfer wealth, property and their legacies on to loved ones upon their passing. This transfer, however, isn’t always as seamless as one may assume, even with all of the correct documents in place. What happens if your eldest son doesn’t want the family vacation home that you’ve gifted to him? Or your daughter decides that the classic car that was left to her isn’t worth the headache?


Read more . . .


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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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