Knowledge Cafe
Estate Planning - Resources
Contact our office at 608.833.4001 to request a hard copy of any of the following articles or documents.
- Your Life, Your Legacy - The Fundamentals of Effective Estate Planning - By Wayne W. Wilson

- Overview:
This book is written to share with you the many benefits of Revocable Living Trust-centered Estate Planning and to help you find a qualified attorney to help you design and implement your estate plan. It is written by attorneys who believe that everyone has the right to control their property during their lifetime, ensure that their property is available to take care of them and their loved ones in the event they become disabled, give what they have to whome they want, the way they want, and when they want, and wherever possible, save taxes, court costs, and professional fees. - Download - Available in Adobe PDF format
- Revocable Living Trust Guide

- Overview:
As the use of a revocable trust for estate planning has increased in popularity over the past two decades, it has been seen primarily as a planning tool to be used only by families with taxable estates. While a revocable living trust can be designed to deal quite effectively with estate tax issues, its real superiority over other methods of estate planning focuses on planning for the myriad of non-tax family issues. - Download - Available in Adobe PDF format