Estate Planning And Probate Attorneys Serving Milwaukee, Oshkosh & Madison

With the continuing rise of entrepreneurship and innovation, a wider segment of the population are acquiring assets, wealth, properties, and businesses at a much higher rate. Unfortunately though, many are unable to hold on to these luxuries for long. Maintaining proper documentation, registration, and tax information for anything one may own is a critical factor towards creating generational longevity. Let’s face it, no one wants to work hard to earn something over the course of their life, just to have it be lost later on down the line, because of an avoidable oversight. If the past few years have taught us anything, one major outlier would surely be the presence of uncertainty in our everyday life. The key to success is proper planning.

Today, many people have complex estates, owning multiple pieces of property or a business, or having blended families. While this success can be exciting, it doesn’t come lightly. As we acquire more, the responsibilities attached grow as well. In addition, as we age, we must be thoughtful about health care and financial decisions to be made on our behalf. Preparing for unexpected life events is an oversight for many individuals. However, having a well thought out, carefully curated plan of action for all scenarios, can truly be a shining light in urgent times of darkness or despair. Developing a plan for your estate administration is the smart and thoughtful thing to do for not only your self and personal peace of mind, but as well as for the well being of those who you wish to pass your legacy on to in the future. 

Our highly experienced law office of fully Madison, Wisconsin based estate planning attorneys dedicate themselves to counseling clients in the best way. We work with our clients to meticulously develop, and ultimately to carry out their individual wishes with estate plans, administration services, and tax planning. This process can start with the development of common and well known documents to many older adults such as wills, trusts, medical power of attorney, durable power of attorney and marital property agreements. In addition though, we aim to provide the highest level of service for our incoming clients by using more sophisticated approaches to protect your assets. These in depth processes involve a holistic approach to the security and safety of your legacy, through tools such as irrevocable life insurance trusts, family-limited partnerships and charitable foundations. Despite popular belief, utilizing all of these services will likely have favorable tax implications for you in the long run. A standard of service that we do not negotiate is always providing a unique and personalized experience. We will tailor a plan that is specific and personal to your unique estate planning needs and wishes and will minimize disputes among your beneficiaries.

The goal of having a well-executed estate plan is to avoid having your plans or wishes contested in probate. Our representation doesn’t end with the documents, but continues in assisting the family or beneficiaries in the administration of a decedent’s estate or trust as a probate attorney.

Contact Us

We invite you to contact our law firm to schedule a consultation with our lawyers by calling 866-381-4391. If you prefer, get started by sending us an email via our online contact form. With offices in Oshkosh, Madison, and Milwaukee, we proudly represent clients throughout Wisconsin.

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