The Estate Planning Group, LLC

09/04/2026

Happy Labor Day Weekend!

Our office will be closed September 4th–7th so our team can enjoy the holiday weekend. We’ll return to the office on Tuesday, September 8th and will respond to messages then.

Enjoy the long weekend 💚

09/03/2026

Cheers to Kaytlyn 🎉
Thank you for everything you bring to our team. Wishing you a very happy birthday!

09/02/2026

Still saying, "We'll get around to it someday"?

Estate planning is one of those things that's easy to postpone, but once it's done, you'll wonder why you waited.

At The Estate Planning Group, we're here to guide you through every step with compassion, clarity, and personalized support.

08/30/2026

Estate planning isn’t one-size-fits-all!

Every family has different needs. Whether it’s protecting children, preserving assets, planning for healthcare decisions, or making sure your wishes are carried out.

Our team helps families navigate the important areas of planning, including trusts, probate avoidance, asset protection, long-term care planning, incapacity planning, and more.

The right plan today can bring peace of mind for years to come 💚

08/27/2026

Did you know? A will doesn't automatically avoid probate in Wisconsin.

Learn what does and how the right planning can make things easier for the people you love.

👉 Read more:

How to avoid probate in Wisconsin with the right steps. Protect your family. Contact The Estate Planning Group today.

08/23/2026

No one wants their family to spend time in court when they should be grieving & healing 💚

Probate can be a long, stressful, and public process for loved ones to navigate during an already difficult time. A thoughtful estate plan can help make things easier by protecting your family, preserving your privacy, and ensuring your assets are passed on according to your wishes.

Planning ahead is one of the greatest gifts you can give the people you love.

Protect your loved ones and assets with expert estate planning. Secure inheritances and plan for the future today.

08/21/2026

Every financial plan deserves a legacy plan.

Trusts can help clients protect what they've built while providing clarity and confidence for the future.

Learn why estate planning is a critical piece of the puzzle.

👉 Read more: https://theestateplanninggroup.com/financial-advisors-protect-your-clients-legacy-why-estate-planning-is-critical-for-your-future

Help clients protect their legacy with expert estate planning. The Estate Planning Group guides financial advisors in safeguarding assets.

08/20/2026

🚨UPDATE - Our website error has been fixed!

We're aware of an issue with our website and are working to resolve it as quickly as possible. We'll keep you updated.
Thank you for your patience!

08/20/2026

New London, here we come 💚

We’re looking forward to a great day with everyone attending our seminar!
This session is at capacity and we thank you for your incredible interest and support!

08/18/2026

Waupaca, here we come!

Looking forward to seeing everyone today in Waupaca! Thank you for your incredible interest, our seminars are officially at capacity 💚