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Madison Wisconsin Estate Planning Blog

Friday, December 20, 2013

What is Estate Tax Portability and How Does it Affect Me?

At the end of 2012, the entire country watched as major changes were made to income tax  laws with the adoption of the American Taxpayer Relief Act of 2012 (ATRA). The act also made significant changes in estate tax laws.


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Wednesday, December 11, 2013

Estate Planning for Young Families

Many young families put off estate planning because they are young and healthy, or because they don’t think they can afford it. But even a healthy, young adult can be taken suddenly by an accident or illness. And while none of us expects to die while our family is young, planning for the possibility is prudent and responsible.


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Sunday, December 8, 2013

Educational Programs for the Farm Community

Planting the Seeds for a Secure Future

Join us for a program exclusively for the farm community hosted by Wilson Law Group of Madison

Protect your farm from undesired estate taxes

Preserve your assets from the cost of nursing home care

Position for the sale of your farm without capital gains

and more!

8 DIFFERENT LOCATIONS, DATES, AND TIMES TO CHOOSE FROM:

LIMITED SEATING SO RESERVE YOUR SEAT TODAY BY REGISTERING HERE


Friday, December 6, 2013

Year End Gifts

If you’re like most people, you want to make sure you and your loved ones pay the least amount of tax possible. Many use year-end gift giving as a way to transfer wealth to younger generations and also reduce the overall potential estate tax that will be due upon their death. Below are some steps you can take to make gifts to your heirs without triggering any gift tax liability. Some of these techniques may also reduce your own income tax liability.


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Friday, November 29, 2013

What's Involved in Serving as an Executor?

An executor is the person designated in a Will as the individual who is responsible for performing a number of tasks necessary to wind down the decedent’s affairs. Generally, the executor’s responsibilities involve taking charge of the deceased person’s assets, notifying beneficiaries and creditors, paying the estate’s debts and distributing the property to the beneficiaries. The executor may also be a beneficiary of the Will, though he or she must treat all beneficiaries fairly and in accordance with the provisions of the Will.


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Monday, November 25, 2013

8 Estate Planning Things to Do Before You Travel

Before any trip, most of us create a “to-do list” of things we have put off and want to take care of before we leave. Here is a checklist of estate planning things to do before you take your next trip. Taking care of these will help you travel with peace of mind, knowing that if you don’t return due to serious illness or death, you have made things much easier for those you love.


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Friday, November 15, 2013

Moving to Another State and How it Affects Estate Planning

In general, wills or living trusts that are valid in one state should be valid in all states. However, if you’ve recently moved, it’s highly recommended that you consult an estate planning attorney in your new state. This is because states can have very different laws regarding all aspects of estate planning. For example, some states may allow you to disinherit a spouse if certain language is used, while other states may not allow it.


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Friday, October 18, 2013

A Living Will or Health Care Power of Attorney? Or Do I Need Both?

Many people are confused by these two important estate planning documents. It’s important to understand the functions of each and ensure you are fully protected by incorporating both of these documents into your overall estate plan.


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Wednesday, October 16, 2013

National Estate Planning Awareness Week

MADISON, WI, October 1, 2013 PRESS RELEASE --

October 21-27, 2013 is National Estate Planning Awareness Week,

As proclaimed by Congress in 2008.  The congressional resolution noted that "Many Americans are unaware that lack of estate planning and financial illiteracy may cause their assets to be disposed of to unintended parties by default through the complex process of probate."


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Tuesday, October 15, 2013

Wilson Law Group Welcomes New Attorney-Christopher Martin

NEWS
FOR IMMEDIATE RELEASE

Wilson Law Group, LLC Announces New Attorney

Madison, WI (September 3, 2013) -- Wilson Law Group, LLC announces that Christopher D. Martin has joined the law firm as an associate attorney.  Attorney Martin will focus his practice on Estate Planning, Business Planning, and Trust Administration.


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Friday, October 11, 2013

Medicare vs. Medicaid: Similarities and Differences

With such similar sounding names, many Americans mistake Medicare and Medicaid programs for one another, or presume the programs are as similar as their names. While both are government-run programs, there are many important differences. Medicare provides senior citizens, the disabled and the blind with medical benefits. Medicaid, on the other hand, provides healthcare benefits for those with little to no income or assets.


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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