Wisconsin Estate Planning Attorneys
Your Family. Your Estate. Our Priority.
2,000+ clients
75+ years of experience
30+ Industry Awards Earned
BASIC PLAN
For the Couple or Individual With our Without Children Who…
Wants to avoid the costly and litigious probate process and who would rather guarantee their minor children are well cared for no matter what, that their estate is distributed according to their desires, that their health care wishes are honored and respected, and that their loved ones are able to access their assets using a durable power of attorney if they become incapacitated.
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Your Basic Plan Includes…
Will (with testamentary trust provisions for young children)
Personal Property Memorandum
Durable Power of Attorney
Living Will
Power of Attorney for Health Care
HIPAA Release
(2 of each if married couple)
BASIC:
$1250 Single | $1750 Couple
Complete PLAN
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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Your Complete Plan Includes…
Everything in Basic Plus:
Revocable Trust Agreement
Certification of Trust
Funding Instructions
Pour-Over Will (or 2)
Marital Property Agreement
COMPLETE:
$3250 Single | $4250 Couple
COMPLETE PLAN
PLUS FUNDING
For The Family Who…
Wants the total assurance and peace of mind of the Complete Plan and also the comfort of knowing the retitling and transfer of trust assets has been entirely taken care of for them hassle-free. This plan is appropriate for busy families who want maximum convenience and protection and the utmost in customer care.
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Your Funding Plan Includes…
Everything in Complete Plus:
We handle the most time-consuming aspect of post-trust creation; moving all of your assets into the trust. We will…
Execute real estate transfers to trusts.
Draft personal property assignments.
Update beneficiary designations.
Coordinate bank account transfers.
Correctly title all trust assets.
Manage incorporation of new assets.
COMPLETE PLUS:
$5000+
Our Team
Managing Attorney Joe Duffey
For more than 40 years, Joe Duffey has been helping clients design creative and thoughtful estate plans to give families predictability and peace of mind when they need it most. Joe understands that estate planning cannot be left to mere forms and formatting, but rather, requires one-on-one client relationships with a deep understanding of the client’s goals.
Clients appreciate that Joe approaches each estate plan with the client’s best interests in mind—offering professionalism, discretion, and authenticity while giving clients everything they need and nothing they don’t. Joe’s approach to estate planning allows him to build stronger connections with his clients and provide customized service.
His clients say he’s efficient, well-prepared, and friendly and they routinely praise his ability to make them comfortable and explain things in terms they understand. However, Joe attributes his success to patience, trustworthiness, and responsiveness to his client’s needs.
In addition to his legal work, Joe is also a trusted fiduciary of many civic and charitable organizations, having served on the Board of Directors and as Trustee to help protect and build the wealth of various community partners.
Maura Falk
As a new mother, Maura is uniquely poised to understand the importance of helping clients create an estate plan that will grow with their family. She helps her clients stop worrying about the “what ifs” and instead helps them navigate major life events through seamless estate planning.
Extremely thorough and detail-oriented, Maura will spend the time it takes to fully understand her clients’ needs and challenges. She brings a diverse professional background to her Estate Planning practice—having handled everything from Powers of Attorney to drafting Marital Property Agreements and litigating family disputes in court.
Maura’s clients describe her as protective, helpful, and committed to making her clients’ lives better. An invaluable member of the estate planning team, Maura is grateful for the opportunity to earn her clients’ trust to provide their families with advice, compassion, and care.
Gregg Bridge
Having Gregg Bridge on your side is like having a lawyer in the family. There when you need him, for 40 years Gregg has helped families meet their financial, legal and moral obligations to their loved ones by creating solid estate plans that ensure their complete protection and well-being.
Motivated by helping families avoid discord and dissent after a loved one dies, Gregg has a passion for taking away the burden of worry at a time when families most need peace of mind.
A parent himself, Gregg knows an effective estate plan should ensure your wishes and the wishes of your loved one are respected and fulfilled just as expected. He applies his years of experience and creative thinking to help families avoid costly litigation by implementing sound asset protection and transfer plans before issues arise.
A graduate of Marquette University Law School, Gregg has been recognized and awarded numerous times by both his community and his legal peers for his excellence and preeminence in the practice of law. He looks forward to serving your family with the same commitment and integrity.
Daniel Lambert
When emotions run high, it is important to have a grounded, rational approach that is based on experience and an understanding of all the potential outcomes of a situation. This is where Daniel Lambert excels as an estate planner. He listens and invests the time to understand his client’s goals and then develops a strategy that ensures there are no surprises when a loved one passes away.
Dan enjoys the tangible impact his work has on families—there is no greater time of need than when a loved one dies. He is humbled by the opportunity to ease his clients’ burdens by offering much needed help and guidance throughout the administration of a client’s estate.
Dan’s clients say he is direct, intelligent, and good at fully explaining all their options. Dan’s favorite clients are those who take a long view and who want to understand the “big picture” and the long-term consequences of the decisions they make today.
Dan offers his clients diverse experience and perspectives. He has lived all over the United States—from Wisconsin to Colorado to Alaska and has handled both transactional legal work and contested litigation. Dan is currently working toward a Master of Laws Degree (LLM) with a specialization in trusts and estates.
Testimonials
★★★★★
I would highly recommend this firm. It’s obvious that Gregg and Joy know what they’re doing! They explained things for us so we could feel at ease about our future. Thank you very much!
★★★★★
The firm was recommended to me by a close friend in my time of need. I was so very pleased with the help I received from the whole team in navigating all my options. I’m very thankful!
★★★★★
Experienced, honest, efficient lawyers. I can rest easy that my family’s future is secure.
Why Choose Us
When it comes to planning for the future, you need an expert who is knowledgeable, compassionate, and committed to protecting your best interests. Our estate planning attorneys are dedicated to helping you navigate this critical, yet often complex, area of law. We understand that each client’s needs are unique and we’re here to provide personalized solutions that meet your specific goals. With us, estate planning is not just about legal documents – it’s about ensuring your peace of mind and securing your family’s future.
Expertise and Experience
Our attorneys bring years of focused experience in estate planning law. We understand the nuances and intricacies of estate planning, allowing us to deliver effective advice and solutions tailored to your unique needs.
Personalized Approach
We believe that no two estates are the same, which is why we adopt a personalized approach to each client’s situation. We’ll listen to your needs and craft an estate plan that aligns with your wishes and values.
Strategic Partnerships for Comprehensive Planning
Recognizing the multifaceted nature of estate planning, our firm collaborates with a network of strategic partners, including tax consultants, financial advisors, and insurance professionals. This approach ensures that every aspect of your estate plan is well-coordinated and optimally structured to protect your assets and achieve your long-term objectives.
Our Partners
Disclaimer: Wisconsin Estate Planning Attorneys, a Division of Karp & Iancu, S.C. is an independent entity without any legal or business relationship with any partner listed above (excepting Karp & Iancu, S.C.). The relationship between all of these entities is purely a cross-referral relationship and a collaborative one whereby we may work for a mutual client’s benefit should a client engage both entities. An engagement with one business or firm does not establish an attorney-client relationship or any other relationship with any other partner listed above.
FAQs
How does an estate plan differ from a will?
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.
Is Estate Planning Tax deductible?
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.
Who needs estate planning?
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.
Why is estate planning Important?
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.