southeastern wisconsin estate planning lawyer

Estate Planning Lawyers

Everyone should consider having a competent lawyer assist them in drafting estate planning documents. Wills are an important tool that you can use to ensure your loved ones are taken care of in the future. We have drafted wills and trusts for single clients, couples, and couples with children.

Our knowledge in the rapidly changing area of estate law is accurate and up-to-date. Through our up-to-the-minute understanding of estate planning laws, we can make sure you and your loved ones are protected.

We can help you through several different aspects of estate planning, including:

  • Wills: This document identifies your final wishes. After your death, a Will is enforced by the probate court. The probate court ensures that your final wishes are carried out.
  • Trusts: Or revocable living trust, this document is a mechanism for holding and distributing a person’s assets to avoid probate. A Trust arises when property is transferred by one party to be held in Trust for the benefit of a third party.
  • Financial power of attorney: Or durable power of attorney for property and finances, this document designates an agent to manage your finances if you become incapacitated or are unable to make informed decisions for yourself.
  • Health care power of attorney: This power of attorney gives an individual the power to make medical decisions for you if you become incapacitated. These decisions can include facets of institutional admissions, life support or surgery.
  • Marital property agreements: In Wisconsin, a couple may use a marital property agreement (made before or after the marriage) to reclassify gifts, inheritances, and property owned prior to the marriage as marital property, or to classify assets acquired before and during the marriage as individual property.
  • Transfer on death deeds: This document is used to transfer your ownership interest in property from yourself to a Grantee, effective upon your passing. This is often used as a tool to avoid the probate process.
  • HIPAA waivers: The Health Insurance Portability and Accountability Act was created to make transferring health care information from one insurer or provider to the next much easier.
  • Living Will: This document makes known your wishes regarding life prolonging medical treatments. This may also be referred to as an advanced directive.
  • Pourover Will: This document “picks up” property you have left outside of your Trust, and “pours” it into your Trust after your passing.

Confidentiality Is a Priority for a Wills and Trusts Lawyer

Drafting a will can be a complicated process. It is common for parents to want to give different children different amounts of money or assets in a will. We are sensitive to the delicate nature of your will, and you can count on our professionalism and confidentiality in this matter. In drafting your will, we are working on your behalf. It is not our place to judge your wishes. It is our job to make sure your wishes are carried out.

If you are in need of a Wills and Trusts Lawyer, please contact us by email or call 262-725-0175. Our law offices are located in Lake Geneva, WI, Delavan, WI, and Salem, WI, serving all of Southeastern Wisconsin.

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