Wilson Law Group, LLC

Wilson Law Group, LLC Serving the needs of the community with a focus on estate planning and related fields Wayne W.

Wilson Law Group, LLC exists to serve the needs of the estate and business community. With more than 15 years of practical legal experience, the firm focuses on estate planning and related fields, and business planning for small business owners. Our mission is to be our clients' indispensable advisors, helping them make smart estate planning decisions, through our uncompromising integrity, trust a

nd personalized service. To help each of our employees attain their highest level of achievement and professional satisfaction. To set a standard of excellence for our profession reflecting the importance of our work and to assist other professionals achieve the highest regard in their service to our clients. Wilson, founding principal of Wilson Law Group is the visionary behind our business model. John Haslam and Daniel Purtell, also Principals, have brought to the firm a contemporary approach focused on maintaining the highest level of planning within today's ever changing legal landscape. Our committment to the best possible outcome for our clients is cemented in our unique client approach, "The Wilson Law Group Client Experience". Our client experience model assures a well thought out approach to planning from the design stage through to completion at the trust signing. Substantive review process follows every design assuring an accurate representation of our clients' goals and wishes. Our clients expect high quality, legally sound, and appropriately custom estate plan underlined by personalized service. Our clients are families, individuals and small business owners that desire control during their lifetime and of the distribution of their assets beyond their lifetime with consideration to their individual and family values.

Just bought a new home? Don’t forget to update your estate plan too.A new home is more than a milestone — it’s a major a...
05/28/2026

Just bought a new home? Don’t forget to update your estate plan too.

A new home is more than a milestone — it’s a major asset that should be protected. Here are 3 important estate planning steps every new homeowner should take:

- Update your address on all financial and legal documents
- Make sure your home ownership aligns with your estate plan or trust
- Review life insurance and beneficiary designations to protect loved ones and your investment

Owning a home brings new responsibilities, but taking a few proactive steps now can help protect your family and your legacy for years to come.

Click the link below to read more about this topic:

https://wilsonlawgroup.com/estate-planning-steps-every-new-homeowner-should-take/

We will be closed on Memorial Day, Monday, May 25th, to honor and remember those who served. We’ll reopen with normal ho...
05/22/2026

We will be closed on Memorial Day, Monday, May 25th, to honor and remember those who served. We’ll reopen with normal hours on Tuesday. Wishing everyone a safe holiday weekend!

Being named a personal representative of an estate is an honor—but it also comes with serious responsibilities. From man...
05/22/2026

Being named a personal representative of an estate is an honor—but it also comes with serious responsibilities. From managing assets and paying debts to handling probate and family concerns, the role can be complex.

Wisconsin law provides important protections, including the right to access financial information, receive compensation, seek court guidance, and hire professionals when needed. Understanding these rights can help personal representatives avoid conflict and confidently carry out a loved one’s wishes.

Click the link below to read more about this topic:
https://wilsonlawgroup.com/personal-representative-rights-how-you-are-protected-while-administering-an-estate/

Flying solo doesn’t mean leaving your future to chance. If you’re single, estate planning is still essential—it lets you...
05/14/2026

Flying solo doesn’t mean leaving your future to chance.

If you’re single, estate planning is still essential—it lets you decide who will manage your finances, make healthcare decisions if needed, and receive your assets. Without a plan, those choices could be left to the courts or default state laws, which may not reflect your wishes.

By naming trusted decision-makers, updating beneficiaries, and considering tax strategies, you can create clarity, reduce stress for loved ones, and ensure everything is handled the way you intend.

Taking a little time now can bring lasting peace of mind.

Click the link below to read more about this topic:
https://wilsonlawgroup.com/flying-solo-why-estate-planning-still-matters-and-what-to-do-next/

Raising Stewards, Not Just Beneficiaries Inheritance isn’t just about what you leave behind—it’s about how it’s handled....
05/04/2026

Raising Stewards, Not Just Beneficiaries

Inheritance isn’t just about what you leave behind—it’s about how it’s handled.

Many people expect to receive or pass down wealth, but without the right mindset and planning, it can quickly disappear. That’s where stewardship comes in: treating wealth as something to manage responsibly and preserve for the future.

Building that mindset starts with:
∙ Open, ongoing conversations about money
∙ Involving family in financial and giving decisions
∙ Sharing values and long-term goals

True legacy isn’t just financial—it’s preparing the next generation to handle it with care.

Click the link below to read more about this topic:
https://wilsonlawgroup.com/raising-stewards-not-mere-beneficiaries-preparing-the-next-generation-for-inheritance/

Spring is in the air… and so is our Spring 2026 Newsletter! We’re excited to share our latest edition, packed with insig...
04/30/2026

Spring is in the air… and so is our Spring 2026 Newsletter!

We’re excited to share our latest edition, packed with insights, inspiration, and a few fun surprises along the way!

Here’s a sneak peek of what you’ll find inside:
- Protecting Wealth Without the Tax Burden: Why BDOTs are Gaining Attention
- Staff Shoutout
- Spring Bucket List Ideas
- The Hidden Burden: What It Really Means to be an Executor, Trustee, or Agent under a Power of Attorney
- And more!

Whether you're planning ahead or just looking for some seasonal inspiration, there’s something in here for you.

Click the link below:
https://wilsonlawgroup.com/wp-content/uploads/2026/04/Spring-Newsletter-2026-Final-1.pdf

Unexpected situations can happen to anyone, which is why a healthcare power of attorney matters. It lets you choose some...
04/22/2026

Unexpected situations can happen to anyone, which is why a healthcare power of attorney matters. It lets you choose someone you trust to make medical decisions if you can’t.

Just as important as naming an agent is clearly sharing your wishes—like your doctors, medical history, medications, and what quality of life means to you—so they can confidently advocate for you.

Be sure to name a backup and review your plan regularly. Planning ahead helps ensure your voice is heard and brings peace of mind for you and your loved ones.

Click the link below to read more about this topic:
https://wilsonlawgroup.com/important-things-your-agent-under-a-healthcare-power-of-attorney-needs-to-know-2/

We had such a wonderful time at our Annual RWay Forum Dinner on April 9th! It was an evening filled with laughter, conne...
04/21/2026

We had such a wonderful time at our Annual RWay Forum Dinner on April 9th! It was an evening filled with laughter, connection, and meaningful moments shared with our amazing clients and guests.

A big thank you to Brian Udermann for reminding us just how powerful laughter can be for our health and well-being—he definitely kept us smiling all night long! We were also honored to have Faith from the Dane County Humane Society join us and share more about their incredible mission and the compassionate work they do for animals in our community.

Thanks to your generosity, we’ve already raised $3,553—and we’re still accepting donations through the end of April! If you’d like to contribute, there’s still time to support this wonderful cause.

This fun-filled night wouldn’t have been possible without our dedicated team and the incredible people we’re lucky to work with every day. We’re so grateful you joined us and made the evening so special.

We can’t wait to do it all again next year!

Planning ahead for your child or grandchild’s education can make a big difference—especially with rising college costs.T...
04/16/2026

Planning ahead for your child or grandchild’s education can make a big difference—especially with rising college costs.

There are several smart ways to save and prepare:

• Gift trusts offer flexibility, tax advantages, and protection of funds until they’re needed.
• Revocable living trusts can include education provisions to ensure support no matter what happens.
• 529 plans provide tax-free growth for qualified education expenses, including tuition, books, and even some K–12 costs.
• UTMA/UGMA accounts are simple options that allow you to save and invest on a child’s behalf.

Keep in mind: how you save can impact financial aid eligibility, so planning matters.

The right strategy depends on your goals—working with a trusted advisor can help you create a plan that sets your family up for success.

Click the link below to read more about this topic:
https://wilsonlawgroup.com/saving-for-school-planning-for-your-familys-education/

We’re proud to recognize two incredible members of our team, Attorney Rebecca Coleman and Administrative Assistant Flore...
04/14/2026

We’re proud to recognize two incredible members of our team, Attorney Rebecca Coleman and Administrative Assistant Florentine Amessepe, for representing Wilson Law Group at the Legendz HYROX Miami competition!

They completed the HYROX Miami Beach Doubles race in an impressive 1:28:52, placing 112th in their age group and 398th overall out of an estimated 2,027 competitors.

We were honored to sponsor them as they pushed their limits and represented our team with dedication and grit. Please join us in congratulating them on an amazing achievement!

Address

7633 Ganser Way, Suite 100
Madison, WI
53719

Opening Hours

Monday 7:30am - 4:30pm
Tuesday 7:30am - 4:30pm
Wednesday 7:30am - 4:30pm
Thursday 7:30am - 4:30pm
Friday 7:30am - 4:30pm

Telephone

+16088334001

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