ESTATE PLANNING - WILLS & TRUSTS & LIFETIME PLANNING

We believe estate planning is more than drafting a will. It means taking a look at the assets you currently have, making a reasonable projection as to what your assets will look like when you retire or die and determining how, where and when you want those assets to be disbursed. We advise clients about the availability of trusts that can provide for minor children, and about the availability of testamentary trusts that can reduce or eliminate the need for their estate to pay death taxes. We advise on the need and uses of living or revocable trusts. We discuss end of life issues and Advanced Directives. We advise clients on powers of attorney for health care, declarations to physicians (commonly referred to as "living wills") and financial powers of attorney. We create documents that reflect our clients' individual needs and wishes.

2631 N. Meade Street, Suite 101
Appleton, Wisconsin 54911
Phone: (920) 991-0405
Fax: (920) 991-0407