• New Berlin
  • West Allis
  • Milwaukee
  • Racine

SERVING SOUTHEASTERN WISCONSIN

  • Waukesha
  • Brookfield
  • Pewaukee
  • Hartland

DO I NEED A WILL?  HOW DO I PROTECT MY ASSETS?


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Chapter 852 of the Wisconsin Statutes outlines the rules for intestate succession.  When someone dies without a valid will, which is known as intestacy, State law determines how the decedent's net estate will be disposed of.  For example, if the decedent has a surviving spouse, Wisconsin law states the decedent's net estate would pass to the spouse.  However, as your family grows, dying without a will becomes more complicated.  If you don't want the State determining where your assets end up after your death, you should plan ahead. 

We can assist with any of your estate planning needs.

ENHANCED ESTATE PLAN

     Our Enhanced Estate Plan is appropriate for an individual who owns one or more homes or other real estate, a closely-held   

     business, other assets of significant value, or has other special planning needs such as planning to reduce possible estate taxes,   

     cabin planning, or planning for a loved one with special needs.


      OUR ENHANCED ESTATE PLAN INCLUDES ALL OF THE ABOVE SERVICES PLUS:

  • Creating LLC or other business entity
  • Drafting and recording new deeds transferring real estate into trust
  • Transferring all other non-real estate assets into your revocable trust
  • Oversight of funding asset into trust
  • Drafting and funding an irrevocable trust, including life insurance trust
  • Creating a cabin LLC or Trust
  • Drafting a special/supplemental needs trust


DOMESTIC LAW ASSET PROTECTION PLANS FOR INDIVIDUAL BUSINESS

      Asset Protection Plans are primarily for medical and dental professionals; business owners; residential and commercial real estate investors; lake  

      homeowners; boat, plane, and ATV owners; attorneys; certified public accountants; and other professionals.  Asset protection plans are also appropriate

      for clients who simply want to structure their estate plans to include effective asset protection tools.  A standard revocable living trust provides

      NO asset protection unlike the above comprehensive asset protection plans.


REVOCABLE LIVING TRUST PLANS
Revocable Living Trust Plan for Individual with Outright Gifts to Beneficiaries
Revocable Living Trust Plan for Individual with Sub-Trusts for Beneficiaries
Revocable Living Trust Plans for Couple with Outright Gifts to Beneficiaries
Revocable Living Trust Plans for Couple with Sub-Trusts for Beneficiaries
Revocable Living Trust Plans for Couple with Estate Tax Planning


      TRUST PLANS INCLUDE:

  • Revocable Living Trust(s)
  • Pour-Over Will(s)
  • Durable Power(s) of Attorney for Property
  • Power(s) of Attorney for Health Care
  • Living Will(s)
  • Bill(s) of Sale
  • Directions for Tangible Personal Property
  • Trust Funding Instructions
  • Sample Trust Funding Letters
  • Deed (1)
  • Recording of Deed
  • Initial Consultation
  • In-Person Meeting to Review First Drafts
  • Revision of First Drafts
  • Signing Ceremony
  • Estate Plan Portfolio Binder
  • Estate Plan Flow-Chart
  • Second Set of Original Documents


WILL PLANS
Simple Statutory Will
Will Plan for Individual with Outright Gifts to Beneficiaries

Will Plan for Individual with Trusts for Beneficiaries
Will Plans for Couple with Outright Gifts to Beneficiaries
Will Plans for Couple with Trusts for Beneficiaries
Will Plans for Couple with Estate Tax Planning


     
WILL PLANS INCLUDE:

  • Will(s)
  • Durable Power(s) of Attorney for Property
  • Power(s) of Attorney for Health Care
  • Living Will(s)
  • Initial Consultation
  • In-Person Meeting to Review First Drafts
  • Revision of First Drafts
  • Signing Ceremony
  • Estate Plan Portfolio Binder
  • Estate Plan Flow-Chart
  • Second Set of Original Documents
  • Personal Property List
  • Anatomical Gift Form (if appropriate)
  • Health Insurance Portability and Accountability Act (HIPAA) Waiver
  • Review life insurance and retirement account beneficiaries