Wisconsin Estate Planning Attorneys is dedicated to providing personalized solutions to help you protect your assets and plan for the future. We’re committed to ensuring peace of mind for you and your loved ones.
For the couple or individual, with or without children,who wants to avoid the costly and litigious probate process and would rather ensure their minor children are well cared for, that their estate is distributed according to their wishes, their healthcare directives are honored, and their loved ones can access assets through a durable power of attorney if they become incapacitated.
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For the family who wants the total assurance and peace of mind of knowing Family Wealth will be transferred to heirs with the most ease and convenience possible in the privacy of our office without court involvement. Clients choosing the Complete plan may also opt to protect their beneficiary’s inheritance from lawsuits, spouses, and estate taxes.
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Provide clear guidance through the probate process and make sure your estate is distributed according to your desires.
Trusts help guarantee that your beneficiaries are taken care of without court involvement and offer protection from lawsuits, spouses, and estate taxes.
Designate a trusted individual to manage your financial and legal matters if you become incapacitated.
Protect your wealth with asset protection strategies that secure your estate for future generations.
Our Mission and Values
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Joe Duffey
Attorney
Christy Burg
Attorney
Gregg Bridge
Attorney
Kathryn Potratz
Attorney01
While both an estate plan and a will play crucial roles in managing your assets after your death, they are not synonymous. A will is part of an estate plan, but an estate plan is more comprehensive. It encompasses instructions for your care if you become disabled, provisions for loved ones who might be irresponsible with money or who may need future protection from creditors or divorce, and more.
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Is estate planning tax-deductible? This is a common question that underscores the financial implications of planning for your future. Generally, the cost of estate planning isn’t tax-deductible, but it can potentially save you and your heirs substantial amounts in future taxes. Get in touch with our tax-savvy estate planning attorneys to learn more about tax-efficient strategies for preserving your wealth.
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Why is estate planning important? It’s not just about wealth. Estate planning provides a way to protect your assets, care for your loved ones, manage your health care decisions, and so much more. It gives you control over what happens to your assets after your death, and it can offer peace of mind to you and your family. Discover the importance of estate planning with our dedicated attorneys and secure your future today.
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The right estate planning option depends on your needs. A will directs asset distribution, a trust offers control and avoids probate, and power of attorney handles finances if you're incapacitated. Healthcare directives ensure medical wishes are followed, and beneficiary designations allow direct asset transfer. Contact us to choose the best option.
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If you need to update your estate plan, you can revise your will, amend your trust, update beneficiary designations, or create new legal documents. It's best to review your plan regularly, especially after major life changes like marriage, divorce, or having children. An estate planning attorney can help ensure updates align with your wishes and remain legally valid.
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Who needs estate planning? The simple answer is – everyone. Irrespective of your marital status, age, or wealth, estate planning is crucial. It provides a legal roadmap for the disposition of your assets after your death and helps ensure your loved ones are taken care of. Don’t delay – contact our estate planning professionals today to start preparing for tomorrow.
helpful guides
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Protect your estate plan from unforeseen challenges by appointing a backup trusted helper. Learn about the benefits, steps to formalize their role, and how Wisconsin Estate Planning Attorneys provide expert guidance for uninterrupted decision-making. Let me know if you’d like further refinements or additional details!
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Protect your business assets with effective strategies. Learn about legal structures, insurance, contracts, and intellectual property protection. Contact Wisconsin Estate Planning Attorneys for expert guidance tailored to your business needs.
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Learn about the vital role of an executor in estate planning, including their key responsibilities and how to choose the right person. Discover how Wisconsin Estate Planning Attorneys assist with evaluating candidates, drafting clear instructions, and providing probate support. Safeguard your legacy today. Let me know if you’d like additional refinements or expansions!
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