Milwaukee Estate Planning Attorneys

Personalized Estate Planning Solutions in Milwaukee, WI

One of the most important steps you can take to protect yourself and your family is to create an estate plan. By addressing issues that may happen in the future, detailing your wishes, and creating the proper legal documents, you can ensure that your financial affairs will be handled correctly. You can also make decisions about your preferences for medical care, and you can help your loved ones avoid legal complications. The attorneys at Mallery s.c. provide comprehensive estate planning services, and we can help you make decisions about what will happen after you die while also ensuring that you take the proper steps to provide for your own needs throughout the rest of your life. We can help create or update estate planning documents, and we can ensure that a person's final affairs will be handled correctly after their death.

Creating Wills and Trusts

A comprehensive estate plan may include multiple different types of documents, and in many cases, wills and trusts will form the backbone of a person's decisions. When you create a will, you will outline how your assets should be distributed after your death. You can include specific bequests to family members, friends, or charitable organizations. The attorneys at Mallery s.c. will work with you to draft a legally sound will that accurately reflects your wishes. We ensure that your will meets all legal requirements under Wisconsin law and provides clear instructions to prevent potential disputes among beneficiaries.

Trusts are versatile estate planning tools that can provide numerous benefits, including tax planning, asset protection, and the ability to distribute assets without going through the probate process. Our lawyers can help you determine what types of trusts will meet your specific needs and objectives. We can help establish revocable living trusts, asset protection trusts, special needs trusts, charitable trusts, and more.

As we work with you to create wills and trusts, we will take the time to understand your unique circumstances and advise you on the best ways you can achieve your goals for yourself and your family. We will ensure that your will and the instructions provided in trusts align with your wishes. We will meticulously draft legal documents to cover all aspects of your estate, including asset distribution, guardianship of minor children, and specific bequests. We can also help you make updates to your estate planning documents to address life changes such as marriage, divorce, the birth of children, or other significant financial concerns.

Putting Advance Directives in Place

Advance directives are documents that outline your preferences in the event that you become incapacitated or cannot communicate your wishes. They can help you address concerns related to the medical care you will receive near the end of your life, including in situations where you may be diagnosed with a condition that will result in your death. You can also create documents that ensure that financial matters will be handled correctly, and you can provide instructions regarding the disposition of your remains. Our attorneys can assist you in creating comprehensive advance directives, including a living will, powers of attorney for healthcare and finances, and an authorization for final disposition. With our help, you can ensure that your decisions will be respected and your needs will be met.

Legal Help During Probate

The probate process can be complex and overwhelming, but it is often necessary to ensure that a deceased person's estate will be managed correctly. Executors or personal representatives have the responsibility to address and resolve a variety of estate-related issues, including taking an inventory of assets, paying taxes, addressing creditor claims, and distributing assets according to a person's will. Our lawyers provide experienced legal support for executors, helping them navigate the probate process efficiently and effectively. We can make sure all legal procedures are followed correctly, and we can help resolve any disputes that may arise between beneficiaries or other parties.

Contact Our Milwaukee, WI Estate Planning Lawyers

At Mallery s.c., we can address your estate planning needs and ensure that you and your family are prepared for the future. Whether you taking steps to begin putting an estate plan in place, need to update documents to make sure your wishes will be followed, or have been named as the executor of a loved one's estate, our attorneys are here to help. Reach out to us at 414-271-2424 to set up a free consultation and get the compassionate, experienced legal help you need.