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Madison Wisconsin Estate Planning Blog

Wednesday, November 19, 2014

Year End Estate Planning Tip #2 - Beneficiary Designations
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season.  One area of planning that many people overlook is their beneficiary designations.

Read more . . .


Friday, November 14, 2014

Year End Estate Planning Tip #1 - Check Your Estate Tax Planning
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season.  One area that married couples should revisit is their estate tax planning.

Read more . . .


Tuesday, November 11, 2014

Happy Veterans' Day
Did You Know?
On the 11th hour of the 11th day of the 11th month of 1918, a temporary cessation of hostilities, or armistice, was declared between the Allied nations and Germany in the First World War, then known as “the Great War.” Commemorated as Armistice Day beginning the following year, November 11th became a legal federal holiday in the United States in 1938. In the aftermath of World War II and the Korean War, Armistice Day became Veterans Day, a holiday dedicated to American veterans of all wars.
 
The United States would not be the great country it is without the sacrifices our veterans have made and still make today.
To all the men and women of our military and their families, past and present, we thank you.

Wednesday, November 05, 2014

Why Does a Living Trust Cost More than a Will?
It will probably cost more initially to set up a well-drafted living trust than to have a will prepared. A true cost comparison should include not only the expense to establish the will or trust, but also what it will cost should you become incapacitated and after you die.
Read more . . .


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!


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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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