Estate Planning
Creating Customized Estate Plans to Protect Your Legacy
Estate planning is not one size fits all. Each person has unique situations and needs. We will structure a plan around you. Our extensive experience in real estate, business law, and creditor issues allows us to provide clients a rare level of sophistication in estate planning and asset protection for life's uncertainties. Our firm will personally guide you through the estate planning process and help you make informed decisions when crafting legal documents to align with your interests. We are here to help you protect your wealth and establish sound legal and financial plans in the face of uncertainty.
Estate Planning Services
We will work together to create estate plans that:
- Maximize and protect inheritances for your children or other loved ones
- Plan for a disability or a child's special needs
- Plan for retirement
- Minimize estate taxes
- Avoid the process
- Donate to charities during your life or afterward
- Protect your business' future
- Prepare and apply for Medicaid
- Include Powers of Attorney for Healthcare and Finances
Our firm has extensive knowledge in estate planning and can produce a fully customized strategy for you.
TAKE THE FIRST STEP TOWARD SECURING YOUR PEACE OF MIND
It is never too early to begin planning for your future. Whether you are approaching your golden years or are years from retirement, you can benefit from an estate planning consultation at our firm. Call (715) 849-8100 or email our team to schedule your appointment.