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Estate planning is a highly personalized process, and we offer a wide range of services to meet your needs. Our goal is to give you confidence and peace of mind, knowing your affairs are in order and your wishes will be carried out as intended.
A last will and testament is a keystone in estate planning. It specifies how assets should be distributed after death. A will also names a guardian for any minor children and appoints an executor to manage the probate process.
Trusts are a vital part of estate planning in Wisconsin, offering benefits such as protecting assets, minimizing taxes, and avoiding probate. The two primary types of trusts are revocable trusts and irrevocable trusts. Wisconsin law dictates who can establish a trust and outlines a trustee’s responsibilities.
A power of attorney (POA) allows a designated individual to make decisions on someone’s behalf if they become incapacitated There are two main types: healthcare POAs, which cover medical decisions, and financial POAs, which handle financial matters and legal decisions. These can be structured as either limited or durable, depending on when they take effect.
An estate plan ensures a smoother transition when the time comes to put it into effect. Whether assets go through probate, are managed through a trust, or are distributed according to a will, an estate plan minimizes complications for loved ones.
Trust administration involves managing and distributing a trust’s assets, often after the settlor’s passing. A trustee is responsible for securing assets and ensuring they are distributed in accordance with the trust’s terms. The trustee also settles any debts or tax matters.
Beyond estate planning, we offer legal services to protect your rights and financial interests. Whether you’re preparing for marriage, planning for your business’s future, or ensuring compliance with firearm regulations, legally sound agreements provide long-term security.
