Estate Planning, Wills & Probate
Taking care of estate planning can be a daunting task, which many people would rather put off to another day. We do all we can to make the process simple and straightforward for you.
Do you have a new baby? Are you planning to travel? Do you have family members with special needs who will need care after you are gone? Do you have a non-traditional family? Was your will prepared many years ago? Have you married again? Are you concerned about what will happen to your family business? Are you struggling with a serious health issue? Are you going into military service? These are just some of the many situations that prompt people to “get their affairs in order.”
We will talk with you about your specific estate planning needs and concerns and will recommend the best estate planning approach based on the information shared. A well-organized estate plan can help you:
- make provisions for elderly parents or special-needs children
- leave a gift to church or charity
- minimize estate taxes
- simplify transferring assets
- establish long-term control over family assets
- preserve the family business
Depending upon your specific circumstances, we may recommend using a variety of estate planning tools, including a will, general durable power of attorney, health care power of attorney (also called a “living will” or “advance health care directive”), and various trusts.
We also provide assistance with the following related areas:
- Probate of Wills
- Estate Administration
- Trust Administration, including charitable and family trusts
- Intestate Succession
For general information about wills, trusts and powers of attorney, please click here.
For general information about the probate process in Wisconsin, please click here.