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Madison Wisconsin Estate Planning Blog

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.
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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.
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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.
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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.


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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?


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Thursday, September 11, 2014

9/11 Rememberance

We take the time out on this Patriots Day to remember the those who were affected by the events on September 11, 2001.  You will always by in our hearts.


Wednesday, September 10, 2014

Paying for Your Grandchildren's Education

The bond between a grandparent and grandchild is a very special one based on respect, trust and unconditional love. When preparing one’s estate plan, it’s not at all uncommon to find grandparents who want to leave much or all of their estate to their grandchildren. With college tuition costs on the rise, many seniors are looking to ways to help their grandchildren with these costs long before they pass away. Fortunately, there are ways to “gift” an education with minimal consequences for your estate and your loved ones.


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Friday, September 05, 2014

Estate Planning: How Certificates of Shares Are Passed Down

How is the funding of company stock handled if you decide to use a living trust?

Certificates represent shares of a company. There are generally two types of company shares: those for a publicly traded company, and those for a privately held company, which is not traded on one of the stock exchanges.

Let's assume you hold the physical share certificates of a publicly held company and the shares are not held in a brokerage account. If, upon your death, you own shares of that company's stock in certificated form, the first step is to have the court appoint an executor of your estate.

 


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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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