Estate Planning Services in Madison, WI

Creating a comprehensive estate plan is one of the most important steps you can take to protect your family, your assets, and your future. At our Madison, Wisconsin law firm, we help individuals and families develop customized estate plans that provide clarity, control, and peace of mind.

With a well-drafted estate plan, you can ensure your wishes are honored during your lifetime and after your passing—while minimizing stress and uncertainty for your loved ones.

What Can a Will Do?

 A properly prepared Last Will and Testament allows you to:

• Direct how your assets will be distributed after your death

• Name guardians for minor children and ensure their care is handled according to your wishes

• Establish testamentary trusts to manage and protect assets for children or beneficiaries

• Appoint a trusted personal representative (executor) to handle your estate

We work closely with you to ensure your will reflects your goals and complies with Wisconsin law.

Powers of Attorney & Advance Directives

A complete estate plan goes beyond a will. It also prepares you for unexpected situations by designating trusted individuals to make decisions on your behalf.

Financial Power of Attorney

Allows a trusted person to manage your financial matters, either immediately or only if you become incapacitated.

Health Care Power of Attorney

Designates someone to make medical decisions for you if you are unable to do so. This document can also include:

• A Declaration to Physicians (Living Will) outlining your medical preferences

• Instructions for end-of-life care and treatment decisions

• An Authorization for Final Disposition, detailing your wishes for burial, cremation, funeral services, or a celebration of life

By putting these documents in place, you maintain control over important life decisions—even when you cannot speak for yourself.Probate Services in Madison, WI

After a loved one has died, the thought of winding up their financial affairs can be very daunting.  We can help.  We will determine which probate process will be the easiest and most cost effective for your estate and assist your loved ones through the process, making this trying time easier. We will ensure that all tax issues are addressed, the proper tax returns are filed, all legitimate debts are paid, and that your assets go to the people to whom you had intended.