Protect Your Assets And Those You Love With Comprehensive Estate Plans

Estate plans are not strictly for wealthy individuals. If you have any assets at all you should considers some basic estate planning alternatives that designate someone who can make financial and health care decisions on your behalf if you become incapacitated and who can ensure you’re your wishes are carried out after your passing. In truth, estate plans are as much for those you love as they are for you. If you own a business or are part of a business partnership, your assets are likely more complex than the average individual’s. It becomes even more important to create clear directions on business succession, buyout options and other estate planning issues.

Divorce, remarriage, the birth of grandchildren and other life events impact your estate plan. It is a good idea to review your estate plan regularly with a knowledgeable attorney to make sure it still accomplishes your objectives. Call 414-271-8833 to schedule a meeting.

We Tailor Estate Plans To Suit Each Client’s Unique Needs

At Stupar & Bartell, S.C., our Milwaukee estate planning attorneys also have extensive experience in business law. This helps us develop comprehensive estate plans for business owners, professionals with a stake in a partnership, and all others who have complex holdings.

We can help you create an estate plan from scratch or review an existing estate plan to determine if it provides comprehensive instructions and full protection for you and your loved ones. Our Milwaukee estate planning lawyers help clients develop:

  • Wills that clearly state how their assets should be distributed upon their death
  • Trusts that address unique estate planning needs, such as providing for special needs children, excluding certain assets from probate, minimizing estate taxes or establishing a charitable fund
  • Guardianships that provide for legal care of an individual if he or she is unable to make legal, financial or medical decisions independently
  • Powers of attorney (also known as advance directives) that designate an individual who can legally make financial and health care decisions on your behalf if you become incapacitated

Meet With Our Experienced Estate Planning Lawyers

Once we have helped a client create an estate plan or review and update an existing one, they often tell us it was easier and less time-consuming than they imagined. Don’t procrastinate any longer. Call or use our online contact form to discuss your estate planning needs.

We work with clients throughout Southeastern Wisconsin. Depending upon their complexity, some estate planning services may be provided for a flat fee.