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: ...
Happy Labor Day Weekend
Observed on the first Monday in September, Labor Day pays tribute to the contributions and achievements of American workers. It was created by the labor movement in the late 19th century and ...
Providing For Your Parents in Your Estate Plan
If you are part of the baby boomer generation (born between 1946 and 1964), you may also find that you are a member of the sandwich generation, with responsibilities to ...
What Does the Term “Funding the Trust” Mean in Estate Planning?
If you are about to begin the estate planning process, you have likely heard the term “funding the trust” thrown around a great deal. What does this mean? And what ...
Common Estate Planning Mistakes Regarding IRAs
For many people, retirement savings accounts are among the largest assets they have to bequeath to their children and grandchildren in their estate plans. Sadly, without professional and personally tailored ...
Limited Liability Company (LLC): An Overview
The limited liability company (LLC) is a hybrid type of business structure, offering business owners the best of both worlds: the simplicity of a sole proprietorship or partnership, with the ...
Happy Father’s Day from Wilson Law Group!
On July 19, 1910, the governor of Washington state proclaimed the nation’s first “Father’s Day”. However, it was not until 1972 that the day became a nationwide holiday in the ...
Incorporating Faith and Values in Estate Planning
For many, passing along religious beliefs or values to the next generation is just as important as passing along financial wealth and tangible assets. Estate planning creates many opportunities to ...
Happy Independence Day
Did you know? During the summer of 1776 some colonists celebrated the birth of independence by holding mock funerals for King George III, as a way of symbolizing the end ...
The New Wisconsin Trust Code: effective July 1, 2014
Wisconsin has never been considered a leading jurisdiction for the creation and administration of trusts. Thanks to years of volunteer work by some dedicated Wisconsin attorneys, that perception will change ...