Estate Planning Attorney in Watertown, WI
Estate Planning Attorneys in Watertown & Lake Mills, WI
Handle Your Estate How You Want
Contrary to popular belief, estate planning should be treated as an ongoing process. The birth of children, death of a family member, marriage, divorce, or a sudden change in wealth can all require changes in your estate plan.
While this might seem complicated, the process is actually very straightforward, with the right expertise on your side. In working with one of our estate planning attorneys, you can easily check all of the boxes on your estate planning checklist.
Get in touch with us to learn how we can help with your estate planning and estate administration today.
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Why is Estate Planning Necessary?
A comprehensive estate plan is like a promise to yourself, your family, and other significant others that your assets will be handled the right way in the case of your death or incapacitation. They will be preserved, managed, and distributed exactly how you would like them to be.
More specifically, in the event of a significant change in your life, estate planning can help:
- transition your wealth in accordance with your desires
- avoid taxation
- secure your assets
- simplify the administration of your estate
It can also help protect you if you ever become 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. With all of this in mind, the biggest benefit to having an estate plan is the peace of mind that comes with it. You no longer have to pester yourself with stressful “What if?” scenarios. This is why anyone, regardless of wealth or family status, can benefit from having a comprehensive estate plan.
Why Estate Planning is an Ongoing Process
As much of a planner as you may be, not all “What if?” scenarios are easy to predict. This is why estate planning should be treated as an ongoing process rather than a one-time thing. Generally speaking, your estate plan should be reviewed whenever a significant change occurs in your life. A significant change might consist of:
- birth of children
- death of a family member
- sudden change in wealth
Fortunately, you can rely on our attorneys to help you easily manage your ongoing estate planning needs. We work hard to ensure your estate plan, and financial arrangements are up to date and meet your changing needs, no matter what happens in your life.
What Estate Planning and Administration Services Do We Offer?
Regardless of whether you need help with estate planning or estate administration, our services have you covered. In total, our attorneys can provide the following services:
- 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
Plus, as attorneys and lawyers with expertise in areas beyond estate planning, you can trust our services to work regardless of your specific scenario of planning needs. Specifically, you can rely on us to bring to the plate expertise in real estate, elder law, corporate & business law, and many other areas.
How Our Process Works
We are Your First Choice for Estate Planning in Wisconsin
Since its founding in 1922, our firm has employed only those attorneys dedicated to providing quality legal services that meet their clients’ needs in an efficient and ethically responsible manner. In choosing to work with us for your estate planning needs, we’ll work hard to make sure that your estate plan and financial arrangements are thoroughly covered now and in the future. You can rely on our 90+ years of experience to ensure that you, your assets, and your significant others are covered in any and all scenarios. With expertise in other areas, including real estate, elder law, and corporate & business law, there isn’t a scenario we can’t plan for.
Get A Initial Consultation Today
Everyone, regardless of their wealth, family status, age, or working status, can greatly benefit from proper estate planning. At Neuberger, Griggs, Sweet, and Froehle, we provide just that.
Get in touch with us today to see how we can help secure your estate now and in the future.