Is it time to review your estate plan?
When did you last review your estate plan? How long ago did you put in place your estate plan? 5 years? 10 years? Over 10 years? Do you currently have an estate plan in place? Reviewing one's estate plan serves at least two critical functions. First, a review can...
read moreWhat’s the big deal with Estate Taxes?
Earlier today, President Trump signed into law the Tax Cuts and Jobs Act of 2017, capping one of the most significant tax overhauls in the last 30 years. One of the items sure to generate conversation is the changes made to estate taxes. Before we review the changes...
read more10 Costly Misconceptions about Wills, Trusts, and Powers of Attorney
Take a look at some of the most common misconceptions that are often heard by us, at The Estate Planning Group: Misconception #1: A Power of Attorney can be used after death. No. Upon a person's passing, Powers of Attorney lose any and all authority possessed during a...
read more9 Mistakes that Can Tear Families Apart
Mistake #1: Relying on the Law. If you do not set up an estate plan, upon your death your property will be distributed according to the laws of your last state of residence. Often, the law will require the probate judge to give your property to someone other than...
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What are people saying about The Estate Planning Group?
The Estate Planning Group is a law firm based in the Heart of the Fox Valley, with offices in Kaukauna, Appleton, and office space in Green Bay. The attorneys at Davidson Law Office and The Estate Planning Group are focused on protecting and assisting individuals and business owners with all of their estate planning, probate, business succession planning, and Medicaid needs.
The Estate Planning Group serves clients in Outagamie County, Calumet County, Brown County, Waupaca County, Winnebago County, Fond du Lac County, Manitowoc County, Kewaunee County, and Oconto County; and serves the following municipalities: Kaukauna, Kimberly, Little Chute, Darboy, Combined Locks, Appleton, Green Bay, De Pere, Ashwaubenon, Wrightstown, Greenleaf, Fond du Lac, Oshkosh, Neenah, Menasha, Greenville, Harrison, Shawano, Black Creek, Forest Junction, Brillion, Hilbert, Chilton, Sherwood, Shiocton, Hortonvillle, New London, Winneconne, Maribel, Howard, Pulaski, Bellevue, Algoma, Kewaunee, Two Rivers, Seymour, Fremont, Omro, Berlin, Clintonville, West Bend, Manitowoc, and Sturgeon Bay.
A Very Different Kind of Law Practice:
- Our Life & Legacy Planning approach emphasizes planning for life and positive outcomes - not a morbid "estate plan that really only focuses on death and negative consequences.
- We provide unique and comprehensive critical planning options for parents with minor children - true protection for your Kids is a lot more than just guardianship in a Will.
- Our "No Surprises" Flat-fee Billing policy means our expert Life & Legacy Planning attorneys charge flat-fees for our legal planning services so you never have to worry about a surprise bill.
- Our "every question is an important one" policy encourages Communication from our clients. It is important to us to know that you know what your estate plan does!
- Complimentary plan reviews ensure that as our clients’ lives change, so does their estate plan.
- We Protect Your Family and Your Legacy - your estate plan will protect what's really important, it's more than just money!
- When you work with us, you become part of our Client Family - and we are here to support you and your loved ones through whatever happens.