Estate Planning

Wisconsin Estate Planning Lawyers

The birth of a first child, kids going off to college, or having a parent who is sick or aging are circumstances that move people to review and update important legal documents that detail their wishes for family and loved ones upon passing. Creating or reviewing an estate plan can bring comfort and peace of mind.

At Moertl, Wilkins & Campbell, S.C., our experienced Wisconsin estate planning attorneys help clients inventory their assets to examine all options available to them for the distribution of their property. We want our clients to gain the maximum benefit of the law and to minimize estate taxes. Contact a skilled estate planning lawyer at our firm today for a consultation and evaluation.

Lifetime planning and estate planning covers many areas. Proper advance planning through durable powers of attorney and health care powers of attorney can lessen the family burden and costs in the event an individual becomes incapacitated. If a client does become incapacitated and does not have the proper powers of attorney in place, our firm can assist with the necessary guardianship proceedings.

Options for distribution at death may include wills and trusts. If a client has not implemented a means to avoid probate, through proper use of a trust and/or beneficiary designations, we can assist in the probate process.

There are many actions you can take to plan for your future. You may need advice concerning long term care insurance, depending on your situation. Do not wait until you have serious health issues to make a plan.

Getting started with your estate planning

In order to provide efficient and effective service to you, please click on one of the following links to download the appropriate Estate Planning Guide:

• Estate Planning Guide - Single
• Estate Planning Guide - Married

After you have accessed the appropriate form, please print it and send it to us at our mailing address, or bring it with you to our initial conference. If you are unable to print out the form, please contact an estate planning attorney at our firm to request that we mail or fax the Estate Planning Guide to you.  Please be advised that no telephone consultations will be made regarding Title 19 issues. There is an initial consultation fee for Title 19 appointments.