There are many options and things to consider when developing your Estate Plan. Our attorneys will carefully discuss your unique situation and assist you as you choose what plan is best for you.
Because we don’t want the choices to seem overwhelming, we have tried to simplify the process.
DO I NEED A…
- Estate is less than $500,000 – AND –
- Have no children or children only with your current spouse – AND –
- Don’t own a business – AND –
- Don’t require specialized planning for children
What’s Included
- Simple Will and Trust
- General Durable Power of Attorney
- Living Will
- HIPAA Waiver
- Marital Property Agreement
- Personal Property Memorandum
- Estate is greater than $500,000 OR
- Own real estate outside of Wisconsin OR
- Own a business OR
- Require specialized planning
What’s Included
- All the documents that you receive with a Will plus
- Revocable Living Trust
- Pour Over Will
- Funeral Instructions
- Funding Instructions
- And much more!
Don’t worry, we have a plan for you, too!
- Aren’t sure what plan is best for you OR
- Are interested in nursing home protection OR
- Family Cottage OR
- Veteran Benefits planning
Together we will determine the right plan for you!