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How we can help

At Wisconsin Estate Planning Attorneys, we specialize in creating personalized plans to protect what matters most to you—your family, your assets, and your peace of mind. Our team is dedicated to guiding you through the often complex process of estate planning, making sure that your wishes are respected and your loved ones are cared for.

01

Create a Will

A will is the cornerstone of any estate plan, allowing you to specify how you want your assets distributed after your passing. By creating a will, you can ensure that your wishes are honored and that your estate goes to the people and causes you care about most. A well-crafted will also helps to minimize family disputes and allows your loved ones to avoid the complications and expenses of probate. Our attorneys are here to guide you through this critical step, making sure every detail aligns with your intentions.

Create a Will
02

Set Up a Trust

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Trusts are powerful tools for protecting assets and ensuring they are passed on to your beneficiaries smoothly and privately, without court involvement. By setting up a trust, you can protect your estate from potential lawsuits, creditors, and estate taxes. Additionally, trusts offer flexibility in distributing assets, allowing you to set conditions for how and when your beneficiaries receive their inheritance. Our team will help you explore the various types of trusts to find the one that best suits your family's needs, providing long-term security and peace of mind.

03

Appoint a Trusted Helper

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Selecting someone you trust to manage your affairs is an essential part of estate planning. By appointing a power of attorney, you designate a trusted individual to oversee your financial and legal matters if you become incapacitated. This person, or "trusted helper," will make decisions on your behalf, ensuring your affairs are handled according to your preferences. Whether it's managing accounts, paying bills, or handling property matters, our team will help you choose and empower the right person for this important role.

04

Protect Your Assets

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Asset protection involves strategies to safeguard your wealth from unforeseen risks, such as lawsuits, creditors, and future taxes. By implementing these strategies, we help ensure that what you've worked hard to earn is preserved for future generations. Asset protection is especially important for families with significant assets, business owners, or individuals concerned about preserving wealth. Our attorneys will guide you through various options to keep your assets secure and ensure that your legacy is preserved for your loved ones.

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