An Estate Plan Is For Those You Love

Creating a comprehensive estate plan is done as much for those you love as it is for yourself. If you have any assets at all and loved ones in your life, you should have, at minimum:

  • A will explaining how to distribute your assets when you die
  • Durable power of attorney designating someone you trust to handle your financial affairs if you become incapacitated and unable to make financial decisions on your own
  • Medical power of attorney explaining your wishes regarding end-of-life health care decisions and designating someone you trust to make health care decisions for you if you are unable to

Estate plans need to change to reflect changes that occur in your life. If your estate plan is more than five years old, it is a good idea to have our estate planning lawyers review it to make sure it still accomplishes your goals. Call 262-427-1731 to schedule a meeting.

A Personal Approach To Estate Planning

At Leece & Phillips Law Offices, S.C., in Elkhorn, our estate planning and estate administration attorneys bring a personal approach to assisting clients with a wide range of estate planning and probate needs. Often, a simple will is all that is needed. Many times we speak with people who are concerned about probate or estate taxes. It is more common than not that these fears are unfounded. We invest the time upfront to ensure that we have a thorough understanding of your situation, your family and any unique aspects that must be addressed.

Many of our clients discover that it makes sense to create a trust or use any number of other estate planning instruments to accomplish specific goals. We cut through the legal jargon and confusing estate planning terms to make sure you understand what your estate plan accomplishes.

Also Assisting Clients In Estate Administration

We also assist clients with all aspects of probate, which is the process of gathering a decedent's assets, paying off debt and distributing what is left according to the decedent's will. We help personal representatives navigate the Wisconsin probate process or represent individuals who wish to contest a will.

If you have questions regarding an existing estate plan or wish to create one, call or use our online contact form to schedule a meeting.