Milwaukee Estate Planning Attorneys

Waukesha Wills and Trusts Lawyers

Estate planning is essential to safeguard assets from excessive taxation, ensure orderly distribution and plan for incapacity or death. The former are more pleasant thoughts than the later, but both issues should be handled. Let us help.

In Wisconsin, a living will is called a Declaration to Physicians. It is a simple document that clearly states your wishes to a doctor in the event you fall into a persistent vegetative state or suffer a terminal condition and cannot communicate.

Other important documents include the Power of Attorney for Health Care, which grants a person you trust authority to make decisions for you if you are incapacitated. You should have a HIPAA agreement that allows your family access to your health records before an incapacity.

The Power of Attorney for Finances and Property appoints an agent and designates specifically what that person is authorized to do on your behalf regarding your finances and property. This enables bills to be paid in the event you are not able to do so yourself.

You should have a will to distribute important property and funds, and appoint a guardian for any children. You may also state your wishes for disposition of your remains or funeral preferences in an authorization for Final Disposition. Trusts are used to fund charities, avoid probate, reduce estate taxes and various other reasons.

Moertl, Wilkins & Campbell, S.C., is here to answer your questions and put your mind at ease. Since 1949, the firm has offered clients in the Milwaukee area responsive service, focused knowledge and good results.

We maintain a smaller practice and you will always deal directly with your attorney. There are no assembly lines here. Thorough discussions with clients enable us to help our clients define their lifetime and estate planning goals.