Estate Planning Attorney Waukesha WI

Secure Your Legacy with Waukesha Estate Planning

Estate planning is more than just documents; it’s about preserving your legacy, managing your financial assets, having your wishes respected, and your loved ones taken care of when you’re gone. At our firm, our Waukesha estate planning attorneys will help you through this process with ease and confidence. Whether you’re just starting to think about your future or need to update an existing plan we’re here to help you every step of the way.

Estate Planning Story – Waukesha

A Waukesha resident like many put off estate planning until later in life. When health issues arose unexpectedly this individual realized the importance of having a plan in place but was overwhelmed by the process. By working with us they were able to create a whole estate plan that protected their assets and made their medical and financial wishes clear so they didn’t have to deal with the stress and confusion that comes with not having a plan. This is a great reminder it’s never too early to start planning for the future and ensuring your family members are protected.

What is Estate Planning?

Estate planning is creating a plan to manage your assets during your lifetime and have them distributed according to your wishes after you’re gone. It’s more than just a will; it’s making sure all aspects of your financial and personal life are handled the way you want. Effective estate planning also involves strategies to minimize estate taxes, ensuring that more of your assets are preserved for your beneficiaries.

A good estate plan includes:

• Wills: A will allows you to decide how your assets are distributed and who takes care of your minor children when you’re gone. Without a will, state laws will determine how your assets are divided and may not be what you want.
• Trusts: Trusts are a way to manage and protect your assets during your lifetime and after you’re gone. They can avoid probate, reduce taxes, and have your assets distributed according to your terms.
• Durable Power of Attorney for Finances: This document appoints someone to handle your financial affairs if you become incapacitated. Without it, the court will appoint a guardian which can be a long and expensive process.
• Power of Attorney for Health Care: This legal document names someone to make medical decisions for you if you can’t. Like the financial power of attorney, it avoids court-appointed guardianship and ensures your healthcare wishes are respected. Additionally, elder law is an important aspect of estate planning, addressing the unique needs of older adults, including guardianship and healthcare-related legal issues.

Why Estate Planning Matters

Estate planning removes uncertainty and provides a roadmap for your family to follow when things get tough. It minimizes taxes, protects your assets, and ensures your legacy is preserved according to your wishes. But most importantly it gives you peace of mind knowing you’ve taken care of those you love most. Estate planning also encompasses family care, ensuring that the needs of your loved ones are managed effectively during critical transitions.

Here’s when you need one:

• Marriage or Remarriage: Your spouse is taken care of and your wishes are respected.
• Birth of a Child: Your children’s future and who will care for them if you don’t make it.
• Divorce: Update your estate plan to reflect the change in your personal life.
• Aging or Illness: Your medical and financial decisions are in the best hands if you become incapacitated.
• Death of a Spouse: Adjust your estate plan to reflect the loss and protect your assets. For business owners, succession planning is crucial to ensure a smooth transition of leadership and ownership.

What We Can Do

Our Waukesha estate planning attorneys at our law office will walk you through the entire process from a simple will to complex trusts and everything in between. We’ll work with you to understand your goals and create a customized plan for you.

Our Wisconsin Estate Planning Services:

• Drafting wills and trusts
• Durable power of attorney for finances
• Healthcare power of attorney documents
• Long-term care and Medicaid planning
• Probate and estate administration
• Asset protection from taxes and creditors
• Revocable living trusts

Our practice areas include estate planning, family law, and business law, ensuring comprehensive legal support for all your needs.

Every life stage—marriage, birth of a child, retirement—allows you to review your estate plan and make sure it still reflects your goals. Our team is here to help you make those changes as needed so you can have peace of mind knowing your plan is always current.

At our firm, we believe estate planning should be straightforward. We offer flat fees for many of our estate planning packages and try to make the process as easy as possible. Let us help you protect your legacy and have your wishes respected now and in the future. A good estate plan will help avoid probate.

Whether you’re just starting or need to update an existing plan our Waukesha estate planning attorneys are here to help. Contact us today to get started.

Open Communication

No one wants to be in the dark about what’s going on with their case. Part of our core practice model is to keep our clients informed on the status of their cases.

Relationships Built on Trust and Communication

Dealing with legal issues is stressful. You don’t need more stress from an attorney who is slow to communicate and hasn’t given you a clear plan to resolve your case. Trust comes from knowing your attorney has your back and your best interests in mind.

Cost-Effective Legal Services

We’re not a free legal aid law firm. We offer good service at a local price. Legal solutions cost money but procrastination costs more.

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Directions To Our Waukesha, WI Location:

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From Brookfield, WI (via WI-59 W):

• Take WI-59 W/Bluemound Rd west toward Waukesha.
• Continue on WI-59 W and take the exit toward WI-164 N.
• Turn right onto WI-164 N/North St, then turn left onto N Grand Ave.
• Continue to 741 N Grand Ave, Suite 304.

From Pewaukee, WI (via I-94 E and WI-164 S):

• Take I-94 E toward Milwaukee.
• Take exit 294 for WI-164 S toward Waukesha.
• Follow WI-164 S to N Grand Ave in Waukesha.
• Continue to 741 N Grand Ave, Suite 304.

From New Berlin, WI (via I-43 S and WI-164 N):

• Take I-43 S and exit onto WI-164 N.
• Continue on WI-164 N toward Waukesha.
• Turn left onto N Grand Ave.
• Continue to 741 N Grand Ave, Suite 304.