Watertown: 920-261-1630 | Lake Mills: 920-648-8381
Areas of Practice
Estate Planning
The benefits of proper estate planning are numerous. It will enable you to transition your wealth in accordance with your desires, avoid taxation, secure your assets, and simplify the administration of your estate at your death. It will also protect if you are ever unable to make financial or health care decisions for yourself, nominate a guardian for your minor children, and ensure that your business continues to operate smoothly and to the advantage of your benefactors. Perhaps the greatest benefit is the peace of mind that a comprehensive estate plan can provide.

It is a common misconception that estate planning is necessary only for certain individuals. In truth, everyone, whether wealthy or not, married or single, with young children, older children, or no children, or working or retired, can greatly benefit from proper estate planning.

Estate planning should be thought of as an ongoing process. When significant changes occur in your life, such as the birth of children, death of a family member, marriage, divorce, or a sudden change in wealth, it is important to review your will and estate plan. Our attorneys are here to work with you throughout your life to ensure your estate plan and financial arrangements are up to date and meet your changing needs.

The attorneys of Neuberger, Griggs, Sweet & Smith, LLP will help you understand the complex, and often changing, issues involved and develop a plan tailored to your specific goals and needs for you and your loved ones. Our expertise in other areas, including real estate, elder law and corporate & business law, allow us to develop the best possible plan for you and your family. Our attorneys can provide you with a full range of estate planning services, including the following:
  • Wills
  • Durable Power of Attorney for Finances and Property
  • Health Care Powers of Attorney
  • Living Wills/Declarations to Physician
  • Trusts - A trust is a legal arrangement through which a “trustee” holds legal title to property for a “beneficiary.” Different types of trusts include:
    • Revocable trusts
    • Irrevocable trusts - Different types of irrevocable trusts include Credit Shelter Trusts, Asset Protection Trusts, Special/Supplemental Needs Trusts, Medicaid/Irrevocable Income-only Trusts (IIOT), Irrevocable Life Insurance Trusts (ILIT), Qualified Terminable Interest Property (QTIP) Trusts, Dynasty Trusts, Education Trusts, Charitable Trusts and countless others.
  • Marital Property Agreements/Pre-nuptial Agreement/Post-nuptial Agreement
  • Cohabitation Agreements
  • Estate, gift, and generation-skipping tax planning
  • Life Estates and Transfer on Death (TOD) Deeds
  • Family Limited Partnerships and Family Limited Liabilities Companies
For a consultation with Neuberger, Griggs, Sweet & Smith, LLP, please contact us.
Attorneys
George L. Neuberger, Jr.
Andrew R. Griggs
Mark S. Sweet
Jay S. Smith

Neuberger, Griggs, Sweet & Smith, LLP has served clients from our offices in Watertown and Lake Mills since 1922. Our firm regularly serves clients located in Dodge County, Jefferson County, Dane County, Columbia County, Washington County, and Waukesha County, the communities of the Watertown, Lake Mills, Waterloo, Johnson Creek, Reeseville, Ixonia, Oconomowoc, Sullivan, Jefferson, Cambridge, Columbus, Deerfield, Marshall, Juneau, Fort Atkinson, Beaver Dam, Hartford, Madison, Sun Prairie, Monona Grove, Cottage Grove, McFarland, Stoughton, Edgerton, Delafield, Pewaukee, Dousman, Hartland, Brookfield, and Waukesha, and all of Wisconsin.