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Is it time to review your estate plan?

Jan 16, 2018 | Families, Legacy, Trusts, Wills

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...

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What’s the big deal with Estate Taxes?

Dec 22, 2017 | 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...

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What are people saying about The Estate Planning Group?

Highly Recommend

Mr. Davidson handled several cases for me, including estate planning and corporate formation. He is supremely competent and very conscientious. He is very thorough in researching the specifics of each case and does a superb job of explaining options in layman's terms. I have worked with many attorneys in the past and he is, by any measure, one of the very best. I highly recommend him.

The Estate Planning Group
2016-07-29T13:39:32-05:00
Mr. Davidson handled several cases for me, including estate planning and corporate formation. He is supremely competent and very conscientious. He is very thorough in researching the specifics of each case and does a superb job of explaining options in layman's terms. I have worked with many attorneys in the past and he is, by any measure, one of the very best. I highly recommend him.

Extremely Helpful!

Greg helped us put our estate planning in order.  He was extremely helpful in explaining what a trust is, how it works, what benefits it would be to us.  He did this with words that we could understand and comprehend.  Very helpful with the many questions we had for him.  He was very professional.  My husband and I are now very comfortable if something happens to either of us because our plans will be carried out.  We owe a big Thank You to Greg and the team at The Estate Planning Group.

Ron & Sandy K.

The Estate Planning Group
2016-07-19T12:46:30-05:00

Ron & Sandy K.

Greg helped us put our estate planning in order.  He was extremely helpful in explaining what a trust is, how it works, what benefits it would be to us.  He did this with words that we could understand and comprehend.  Very helpful with the many questions we had for him.  He was very professional.  My husband and I are now very comfortable if something happens to either of us because our plans will be carried out.  We owe a big Thank You to Greg and the team at The Estate Planning Group.

Honest Reliable

Kevin is always friendly and easy to talk to. He helps us with any questions or problems we may have and sets up any appointment we need in a very timely manner. Recently we had many questions of admitting an elderly parent to a private assisted living facility and he was also willing to do a conference call to the facility so the information the facility was giving us could be understood by us and arrangements were made to work to our best interest. This gave us a peace of mind that transactions were being done correctly.

The Estate Planning Group
2016-07-29T13:43:26-05:00
Kevin is always friendly and easy to talk to. He helps us with any questions or problems we may have and sets up any appointment we need in a very timely manner. Recently we had many questions of admitting an elderly parent to a private assisted living facility and he was also willing to do a conference call to the facility so the information the facility was giving us could be understood by us and arrangements were made to work to our best interest. This gave us a peace of mind that transactions were being done correctly.

Knowledgeable and Honest.

Greg set up a living trust for my mother.  He was very thorough and kept costs to the original amount that was quoted.  I also chatted with him to seek his advice on whether an LLC was advisable for me and he gave me advice that meant lower or no fees for him, indicating to me that he was indeed speaking honestly.  In addition, Greg always responded quickly to any follow up questions.  Highly recommended.

Wayne W.

The Estate Planning Group
2016-07-18T17:36:28-05:00

Wayne W.

Greg set up a living trust for my mother.  He was very thorough and kept costs to the original amount that was quoted.  I also chatted with him to seek his advice on whether an LLC was advisable for me and he gave me advice that meant lower or no fees for him, indicating to me that he was indeed speaking honestly.  In addition, Greg always responded quickly to any follow up questions.  Highly recommended.

100% Recommendation

I met with Greg after attending an informational meeting at our parish. He was very helpful in explaining my options and why an estate plan is necessary. He made a plan for me that was laid out clearly.  Greg explained, in detail, my options, and what was best for my family's circumstances. He provided a checklist of things that I needed to do before our next meeting; like contact bank, send forms to out-of-state adult chidren, etc. He was available for questions at any time. I am completely satisfied with my estate plan and have peace of mind knowing I've done the best for my children. I recommend The Estate Planning Group 100%.

Cheryl D.

The Estate Planning Group
2018-01-26T08:49:05-05:00

Cheryl D.

I met with Greg after attending an informational meeting at our parish. He was very helpful in explaining my options and why an estate plan is necessary. He made a plan for me that was laid out clearly.  Greg explained, in detail, my options, and what was best for my family's circumstances. He provided a checklist of things that I needed to do before our next meeting; like contact bank, send forms to out-of-state adult chidren, etc. He was available for questions at any time. I am completely satisfied with my estate plan and have peace of mind knowing I've done the best for my children. I recommend The Estate Planning Group 100%.

Thoroughly Impressed!

We were impressed that Kevin took as much time as needed to explain and go over details even though he had other commitments.

Bill & Laura S.

The Estate Planning Group
2016-07-18T17:34:31-05:00

Bill & Laura S.

We were impressed that Kevin took as much time as needed to explain and go over details even though he had other commitments.

Beneficiary Change Questions

We were having issues with updating different items to a life insurance policy. Greg, was very kind, patient and helpful. He worked with the Life insurance Agency to fully understand what they needed and assisted in filling out the correct forms and the next steps we need to do. He also explained some of the verbiage as well. Thank you Greg!

The Estate Planning Group
2016-11-03T08:15:00-05:00
We were having issues with updating different items to a life insurance policy. Greg, was very kind, patient and helpful. He worked with the Life insurance Agency to fully understand what they needed and assisted in filling out the correct forms and the next steps we need to do. He also explained some of the verbiage as well. Thank you Greg!

Thank You for Completing Our Estate Plan!

Thank you for all your help in this endeavor.  Your office is very thorough and easy to work with.  We appreciate that and I am sure our son, the trustee, will also appreciate that when the time comes.

Susan R.

The Estate Planning Group
2016-11-03T08:16:52-05:00

Susan R.

Thank you for all your help in this endeavor.  Your office is very thorough and easy to work with.  We appreciate that and I am sure our son, the trustee, will also appreciate that when the time comes.

Very Compassionate and Knowledgeable

Greg helped me so much. Very compassionate and knows the business very well. So glad I came to him for my needs.

Diane S.

The Estate Planning Group
2016-12-22T17:01:28-05:00

Diane S.

Greg helped me so much. Very compassionate and knows the business very well. So glad I came to him for my needs.

Review from Financial Advisor

Kevin has been very good with my clients, helping them get honest and easy to understand estate planning techniques implemented for themselves and families. Very reasonably priced and very quick at getting planning documents established. I would recommend him to anyone!

Greg Z.

The Estate Planning Group
2016-07-29T13:45:26-05:00

Greg Z.

Kevin has been very good with my clients, helping them get honest and easy to understand estate planning techniques implemented for themselves and families. Very reasonably priced and very quick at getting planning documents established. I would recommend him to anyone!

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. 

 

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