We help you plan for the future!

You spent a lifetime building up your estate, nurturing your investments, and establishing a thriving business. Perhaps you are in, or are contemplating, a second marriage. You'd like to see your spouse, your children, and your grandchildren share in the benefit of your life's work after your death. You are concerned that a qualified successor, maybe a key employee, be in a position to carry on the tradition and business when you are gone. We can help you plan for that time, and make sure your estate goes where you want it to, while minimizing the tax bite from Uncle Sam.

We help clients inventory their assets so that we can examine all options for distribution of property at death, which could include wills, revocable living trusts, insurance trusts, qualified personal residence trusts, and other options. We want our clients to gain the maximum benefit of all laws and minimize estate taxes. If a client has not implemented a revocable living trust or other means to avoid probate, we will assist in the probate process which is a court proceeding through which the will is admitted and the estate of a decedent administered. The probate process includes gathering a decedent's assets, paying bills and taxes, and distributing assets to heirs.

For a free and confidential legal consultation, call (262) 783-7711 or email us.