We Have Listed The Top 10 Estate Planning Lawyers In Milwaukee To Help You Choose The Best Professional For Your Needs.
Address: 330 East Kilbourn Avenue, Suite 1170, Milwaukee, WI 53202
Phone: 414-271-1440
Website: https://www.grgblaw.com/estate-planning-and-probate
When it comes to estate planning and estate administration, everyone has different needs. It is important to enlist an attorney who will do more than simply hand you some forms and ask you to fill them out. It is important to enlist someone who will take the time to get to know you and your situation. Personalized guidance is critical.
Whether you consult with us or another attorney, please be wary of the pitfalls of online legal forms. These forms are no substitute for personal attention and individualized legal advice matching your specific needs.
Our lawyers provide estate planning and estate administration services to people in Milwaukee and throughout Wisconsin. We pride ourselves on providing customized service designed specifically with your needs in mind.
The level of complexity involved in estate planning varies. For some, a will is all that is necessary. However, many people have assets that need stronger protection, that need to be handled more delicately in order to see that they are passed on appropriately.
Our attorneys start by carefully analyzing your assets and your goals. From there, we determine which estate planning tools will meet your needs. Among the tools at our disposal are:
-Wills and trusts
-Living wills and living trusts
-Powers of attorney
-Healthcare directives
Our lawyers are available to assist executors with estate and probate administration. While many believe they can handle this process without the assistance of a legal professional, having us on your side can benefit you. Our experience means we know how to get through the process efficiently and effectively.
Additionally, when inheritance disputes or will contests arise, our team knows how to address them. We are skilled in complex civil litigation.
We are also available to handle estate dispute appeals.
We are also available to handle estate dispute appeals.
At GRGB Law, we consider your case important. When you turn to us for assistance, you will work directly with an experienced attorney. We will provide your case with the personal attention it needs. We will provide you the level of service you deserve.
Address: 7702 W. Mequon Road, Suite 300 Mequon, WI 53097
Phone: 414-491-3283
Website: https://www.watsonatlaw.com/
Estate planning today can ease transitions later in life and offer the gift of peace of mind to family and loved ones. The Law Office of David Watson, LLC provides comprehensive and individualized estate-planning services for all stages and phases of life. David listens to your goals and priorities and offers a range of estate-planning services, including trusts, wills, living wills, durable powers of attorney, and other plans to meet your goals. And for convenience and transparency, many estate-planning services are provided at a flat rate.
Estate planning safeguards your future and even more importantly, helps build an enduring legacy of what matters to you. Whether it’s minimizing federal estate and gift taxes, ensuring the orderly transition of a family business, or providing for the needs of future generations, David designs custom approaches to protect the assets you’ve worked hard to build.
Whether you’re making initial estate plans or updating existing documents, our brief online worksheet is a great tool to help build a more secure future—in just minutes! The Law Office of David Watson will contact you for a free review.
The Law Office of David Watson, LLC serves clients in Ozaukee county, Milwaukee county, Washington county, and Waukesha county, including such communities as Whitefish Bay, Fox Point, Mequon, Thiensville, Germantown, Cedarburg, Brown Deer, Grafton, Brookfield, Menomonee Falls, Wauwatosa, and Shorewood. The use of this web page or this form for communication with the firm does not establish an attorney-client relationship.
Address: 759 N. Milwaukee St. Suite 615 Milwaukee, WI 53202
Phone: 414-289-9200
Website: https://www.angermeierandrogersllp.com/milwaukee-law-office/
The law firm of Angermeier & Rogers, LLP, provides focused legal support in estate planning, elder law, estate administration and Social Security Disability Insurance (SSDI).
We realize that you are trusting us with your family wealth and your legacy. Whether you are planning for the future or dealing with an urgent situation, you can count on our experienced attorneys and staff for reliable guidance.
Angermeier & Rogers combines legal excellence with superior service to deliver solutions and peace of mind. Our services include the following:
We offer free estate planning consultations: Our initial conferences on any estate planning subject are provided at no charge. This includes a review of your current estate plan. By the end of that initial meeting, we can typically lay out your plan and tell you what the work will cost.
We do not charge by the hour: We use fixed fees rather than hourly billing. With our flat fee, you don’t need to feel rushed during our conferences, and you can call us with follow-up questions without worrying about extra charges.
We take the extra step to fund all our trusts: Funding a trust means transferring assets by re-titling them or completing a beneficiary form to name your trust or the trustee. An unfunded trust can result in unwanted and expensive probate proceedings for your heirs.
We educate our clients: How your estate plan works should not be “over your head.” From Wisconsin inheritance laws to the SSDI claims and appeals process, we take the time to explain everything in understandable terms.
Robert Angermeier is an AV-rated* attorney with 45 years of experience. He has been recognized among the Best Lawyers in Milwaukee by Milwaukee Magazine, and has given numerous presentations at the annual National Organization of Social Security Claimants’ Representatives (NOSSCR) convention.
Senior planner Mark Rogers is likewise AV-rated* and has practiced law for over 45 years. He has been selected to the Wisconsin Super Lawyers list every year from 2008 to 2020. Mark is active in numerous professional organizations and presents many seminars on estate planning and elder law.
You can never be too prepared for the challenges of life. You are in good hands with our trusted and knowledgeable attorneys. To arrange a consultation about your disability claim or personalized estate plan, call 414-289-9200 or send an email to our Milwaukee office today.
Address: 250 E Wisconsin Avenue Suite 1750 Milwaukee, WI 53202
Phone: 414-751-753
Website: https://www.milwaukeeepf.org/
The Milwaukee Estate Planning Forum is a multi-disciplinary organization that supports the team concept of estate planning. We welcome the membership of attorneys, trust officers, accountants, insurance and financial planners, planned giving professionals and other allied professionals.
Our website is intended to help you find qualified professionals, informative articles, and other resources related to estate planning. Please browse at your pleasure; be aware however, that certain links are reserved for members only and require password access.
Inquiries from individuals inside and outside the Greater Milwaukee area are encouraged. We ask that you send any questions or suggestions through the Contact Us page.
The Milwaukee Estate Planning Forum is a member of the National Association of Estate Planners & Councils, a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards.
Milwaukee Estate Planning Forum, Inc. is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.
Address: N94 W17900 Appleton Avenue Suite 200 Menomonee Falls, WI 53051
Phone: 262-251-5330
Prepare for a future of financial security after retirement, and protect your loved ones after death with a comprehensive estate plan from Niebler Pyzyk.
Truly comprehensive estate planning includes legal protections granting:
- Control of your property
- Provisions for yourself and your loved ones in case of incapacitation by illness or injury
- Safeguards against unnecessary taxation
Our attorneys will help you work out every detail of an estate plan, ensuring it meets your every need, including:
- Wills & Trusts
- Power of Attorney Documents
- Tax Planning
- Retirement Planning
- Life Insurance Planning
- Estate Succession Planning
- Business Succession Planning
- Marital Property Agreements (prenups)
- Living Wills
- Cohabitation Agreements
- Contested Probate
With over seven decades of experience in professional legal services including estate planning and real estate law, Niebler Pyzyk will create a well-crafted estate plan for the benefit of you and your family. We can help you plan for the future without creating financial stress. Our estate planning lawyers have the experience and resources of much larger firms without the exorbitant fees that can discourage individuals from organizing their estates. The cost of hiring an estate planning attorney before pressing events occur is well worth the peace of mind for yourself and your loved ones.
Address: 13845 Bishop’s Drive, Suite 300 Brookfield, WI 53005
Phone: 262-754-2840
Website: https://www.dewittllp.com/contact-law-firm-madison-milwaukee-minneapolis
Successful estate planning attorneys have a keen appreciation of family dynamics, technical legal expertise and sensitivity to the often difficult topic of mortality. Estate planning isn’t just important for high net worth individuals; it is important for everyone. Whether you are an individual seeking to provide for your family, establish a business succession plan, create a trust for your descendants or other beneficiaries, appoint a guardian in the event of your death, or establish powers of attorney for your finances and health care, having a clear estate plan now, more than ever, is vitally important.
As one of the most experienced law firms in Wisconsin, with an additional presence in Minneapolis, we can help you plan for the unexpected, preserve your wealth, minimize taxes, assure business succession, and protect your and your family’s interests for current and future generations.
Recent changes in state and federal income, gift and estate tax laws must be taken into account for future and existing estate plans. Our attorneys will tailor your estate plan to implement your unique goals so that you may have the peace of mind which comes with thorough, informed planning.
Address: 111 E Kilbourn Ave # 1900, Milwaukee, WI 53202
Phone: 414-273-1300
Website: https://www.mtfn.com/practice-areas/estate-planning/
At Meissner Tierney, our estate and succession planning attorneys represent a wide spectrum of clients. They range from individuals and families with substantial net worth to couples just starting a family and everyone in between, including individuals with uncommon planning needs. Like other areas of our practice, we take great pride in understanding each client’s unique situation and crafting a plan specifically tailored to that situation. We also have substantial experience administering trusts and estates, both large and small, complex and straightforward. This experience serves as useful guidance in drafting estate plans and documents that implement the appropriate level of sophistication without being unnecessarily complicated.
Consistent with our focus on providing comprehensive legal advice to our closely held business clients, a large amount of our estate planning work is done for the owners of these closely held businesses. Our attorneys are particularly skilled in recognizing and handling the extremely important and sensitive issues that exist when a significant part of the net worth of a family or individual is tied to the family business. In these circumstances, in addition to more-common estate planning considerations, careful thought is given to business transition, succession planning and similar matters. Our intimate familiarity with our clients’ businesses (and, often times, family dynamics) allows us to assist in the preparation of estate and succession plans which enable a smooth transition of the business or its assets to the next generation. This same intimate familiarity also allows us to continue to be a valuable resource during the transition and for the next generation for years to come.
When a person dies, often arrangements will need to be made to administer and, ultimately, distribute that person’s assets. Several of our attorneys have a great deal of experience handling trust and estate administration matters, ranging from the simple administration of a decedent’s Will, to complex probate administrations where multiple issues are litigated, to multi-million dollar trusts and estates with significant tax and related issues. In all events, our attorneys are adept at handling the administration skillfully and efficiently.
Wisconsin is one of nine states in the country to generally treat property acquired during marriage as “community” or “marital” property. Consequently, with numerous nuances, each spouse is deemed to own an undivided one-half interest in the assets of the spouses acquired during marriage. This presents unique consequences and planning opportunities. Several of our attorneys have an in-depth familiarity with Wisconsin’s marital property laws and regularly use that knowledge to ensure their clients’ assets are treated consistent with their expectations.
Address: 759 N Milwaukee Street Suite 305 Milwaukee, WI 53202
Phone: 414-269-8500
Website: https://steinhilberswanson.com/practice-areas/estate-planning-and-probate/
Today, many people have complex estates, owning multiple pieces of property or a business, or having blended families. In addition, as we age, we must be thoughtful about health care and financial decisions to be made on our behalf. Developing a plan for your estate is the smart and thoughtful thing to do for your heirs. Our Wisconsin estate planning attorneys counsel clients in the best way to carry out their wishes with estate plans using basic documents such as wills, trusts, medical power of attorney, durable power of attorney and marital property agreements. In addition, we use more sophisticated approaches to protect your assets such as irrevocable life insurance trusts, family-limited partnerships and charitable foundations, all of which may have favorable tax implications for you. 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.
We invite you to contact our 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.
Address: N88 W16783 Main St. Menomonee Falls, WI 53051
Phone: 262-251-4210
Website: https://mclario.com/practice-areas/estate-planning/estate-tax/
One of the most important parts of the estate planning process is tax planning. As part of our estate planning services, we can provide valuable advice concerning estate taxation matters. Our Wisconsin estate tax attorneys help you obtain the maximum benefit from tax exemptions during your lifetime. So ,you can preserve the value of your estate for loved ones.
If you need guidance about estate taxation matters, our attorneys are here to help. We work with you to design an estate taxation strategy to shield your loved ones from exposure to federal and state estate tax liability after your passing. When you work with our law firm in Menomonee Falls, you can trust that we will make the protection of your family our top priority. To speak with an experienced estate planning attorney, please contact our office. We offer free estate planning consultations to individuals in the Milwaukee area and throughout Southeast Wisconsin. Take advantage of our complimentary consultations. Hence, to learn more about the steps you can take to protect your assets from undue taxation.
The laws and classifications concerning estate taxes are constantly changing, which is why it is essential to implement tax planning strategies into the estate planning process. Our Milwaukee area estate planning attorneys can identify sound financial strategies which will serve to minimize your exposure to estate taxation. We work with you to preserve the value of your estate. In addition, allowing you to pass assets to your heirs and beneficiaries without exposing them to probate or estate tax liability.
An estate planning attorney from our Menomonee Falls firm can help you explore tax-saving solutions. These involve life insurance trusts, marital property agreements, charity giving, and gifts to spouses. For many of our clients, transferring assets into a trust is an effective strategy for reducing estate tax liability. Our experienced estate planning attorneys can help you set up a living trust. Especially if it is the best course of action for you. If you do not take proper taxation planning measures during estate planning, your family may end up paying the price. Thinking ahead can help you save your loved ones from facing complicated and costly probate and taxation troubles.
Address: 633 W Wisconsin Ave Suite 1800 Milwaukee, WI 53203
Phone: 414-271-8833
Website: https://ssblaws.com/about-us/
Longevity is frequently held up by businesses as a sign of success — and rightly so. A law firm doesn’t thrive for more than four decades serving commercial clients and individuals throughout Southeastern Wisconsin, as Stupar, Schuster & Bartell, S.C., has, without providing effective legal counsel at reasonable rates.
But longevity requires adaptability, versatility and the willingness to evolve. Since opening the doors in 1970, the attorneys at Stupar, Schuster & Bartell, S.C., have embraced those traits. Today’s competitive business environment requires constant assessment and reassessment of how your company operates and serves clients. We know this because we do it ourselves.
We work closely with each of our clients to resolve their situation efficiently and cost-effectively. In the process, we learn about their industry, their corporate culture, their long-term goals and the challenges they foresee. By investing time in each client relationship, we are better able to serve them whenever legal issues arise.
We have longstanding relationships with banks, credit unions, commercial real estate developers and businesses across numerous industries. If you have a business law need, we can help. We are confident you will understand from the first meeting how we have established such a strong reputation among businesses and individuals in Greater Milwaukee and beyond.
We invite you to contact us to schedule a meeting. We serve clients throughout Southeastern Wisconsin.