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Madison Wisconsin Estate Planning Blog

Wednesday, December 17, 2014

Year End Estate Planning Tip #4 - Estate Plan Privacy
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 ensuring that their final wishes remain private.

Read more . . .


Friday, December 12, 2014

Year End Estate Planning Tip #3 – Check Your Disability 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 of planning that many people overlook is making sure their disability planning is up to date.

Read more . . .


Thursday, December 04, 2014

U.S. Supreme Court Rules Inherited IRAs are Not Protected from Creditors

On June 12, 2014, the U.S. Supreme Court—in a unanimous decision—ruled that Individual Retirement Accounts (IRAs) inherited by anyone other than a spouse are not retirement funds and therefore are not protected from the beneficiary’s creditors in bankruptcy.

The reasoning is, because the beneficiary cannot make additional contributions or delay distributions until retirement, it is not a retirement account. There is, in fact, nothing to prevent a beneficiary from withdrawing funds, or even clearing out the account, at any time. As a result, these funds must also be available to satisfy the beneficiary’s creditors during bankruptcy. Following the same logic, an inherited IRA is also subject to divorce proceedings.


Read more . . .


Friday, November 28, 2014

How to Make a Family Meeting a Successful Part of the Estate Planning Process

You have made the hard decisions, your documents are signed, your trust is funded, a business succession plan is in place. Congratulations, you have finished your estate planning. But have you, really? Have you explained your planning to your family? Will they understand how your plan will work and what they may need to do if you become ill or when you die? Will they wonder why you made certain decisions?


Read more . . .


Wednesday, November 26, 2014

Happy Thanksgiving

Did you know?

According to the Guinness Book of World Records, the largest pumpkin pie ever baked weighed 2,020 pounds and measured just over 12 feet long. It included 900 pounds of pumpkin, 62 gallons of evaporated milk, 155 dozen eggs, 300 pounds of sugar, 3.5 pounds of salt, 7 pounds of cinnamon, 2 pounds of pumpkin spice and 250 pounds of crust... Wow!

But let us not forget, this is a time for everyone to remember what it is we're truly thankful for whether it be family, friends, or something more.  

 Save travels and Happy Thanksgiving from everyone here at Wilson Law Group


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!


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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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