Northeast Wisconsin Attorneys

Estate and Elder Planning

Planning is important regardless of age or asset size.  Knowing what your estate plan is and does for you is important in determining when and if you need to make changes as your life unfolds.  Many planning tools are available to help you accomplish asset disposition and protection upon death, incapacity of yourself or a loved one, business succession and eldercare.   We listen to your concerns and objectives, review your financial situation and provide you with a plan to meet your needs.

Our practice areas include:

  • Wills
  • Estate, Gift and Income Tax matters
  • Limited Family Partnerships and LLC’s
  • Trusts (revocable, irrevocable, charitable, life insurance and supplemental needs trusts)
  • Health Care directives
  • Financial Powers of Attorney
  • Guardianships
  • Medical Assistance planning
  • Farm and business succession planning
  • Beneficiary Designations (life insurance, annuities, retirement plans)

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.