The Estate Planning Group is a Wisconsin estate planning law firm serving individuals, families, and business owners with planning that prioritizes clarity, protection, and follow-through. Attorney Davidson’s work centers on helping clients put legal decision-makers in place, reduce court involvement where possible, and protect inheritances from predictable risks that can undermine a family’s long-term goals. Estate planning is often delayed because it feels uncomfortable or because people assume it is only about retirement and death.
Many families have at least one of the following: a second marriage, children from different relationships, a beneficiary with spending issues, a beneficiary facing divorce risk, or a family member with disability-related benefit concerns. Business owners may also have liability exposure and continuity needs that should be addressed in the same plan. A plan built on that legal foundation can also reduce uncertainty during probate administration. Wisconsin provides public guidance and forms for estate administration, and we help people understand the process to avoid errors and delays.
Documents are only the starting point. Attorney Davidson’s goal is an operating plan, which includes assets aligned with the structure, decision-makers clearly named, inheritances protected with ongoing safeguards where appropriate, and instructions written in plain language that your family can follow.
For many clients, the most valuable outcome is relief. When a plan is done well, your spouse is not forced into emergency decision-making without authority, your children have guardians named, and your beneficiaries receive support in a controlled way that reduces the risk of losing an inheritance to divorce claims, creditor liabilities, lawsuits, or mismanagement.
Attorney Davidson works with Wisconsin residents across a wide range of life stages. Some clients are young parents who want guardianship and child protection planning in place. Others are retirees focused on probate avoidance, long-term care asset preservation, and inheritance safeguards. Business owners often want succession planning integrated with their personal estate plan so authority and ownership transfers do not disrupt operations.
Estate planning often touches sensitive family dynamics. Attorney Davidson helps bring order to the conversation, document decisions clearly, and build a plan that reduces future conflict. Whether you need a will, a trust, powers of attorney, long-term care planning, or inheritance protection for your children, Attorney Davidson provides counsel that is direct, practical, and grounded in Wisconsin law.
LEAD LEGAL COUNSEL
Kevin Davidson is a respected asset protection and estate planning attorney based in the heart of the Fox River Valley, and founder of The Estate Planning Group, LLC. He is a frequent speaker on the topics of estate planning and asset protection, and has extensive experience in working with businesses and families. Kevin represents clients in all matters relating to asset protection, estate planning, living trusts, charitable giving, business entities, and business and offshore planning. Kevin focuses on preserving family harmony while protecting and transitioning family wealth.
Kevin attended the Marquette University Law School earning a Juris Doctor degree. Kevin is admitted to practice before all state and federal courts in Wisconsin. In 2015 and 2016, Kevin was named to the Super Lawyers Rising Stars list for Wisconsin, an award bestowed upon not more than 2.5% of attorneys in the state. Kevin has been featured in the Wall Street Journal, nominated to Lawyers of Distinction for excellence in Estate Planning, recognized in Who’s Who In America, and has been awarded an A+ Superior rating by The National Registry, honoring the top 5% of attorneys nationwide.
CLIENT SERVICES DIRECTOR
Kaytlyn is the friendly voice on the phone, the smiling face behind the front desk at our Kaukauna office, and the administrative magician who keeps all of our projects running smoothly and keeps you, our client family, taken care of.
Kaytlyn also oversees and balances everything behind the scenes in our offices and keeps our attorneys in the right place, at the right time, with the right documents.
SENIOR PARALEGAL
Christina is a certified Paralegal with the Wisconsin State Bar and holds a degree in Business Management from Concordia University. With more than 17 years of legal experience, Christina is our behind-the-scenes wizard who can track down any form, any procedure, and anything needed – her expertise and insight is invaluable to maintaining the highest quality estate planning services available in Wisconsin.
When away from the office, Christina enjoys spending time at her cabin with her husband and three dogs, reading, cooking, and deer hunting.
We're here to answer your questions and help you begin your Life & Legacy planning journey. Reach out today for a complimentary consultation.
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