Trust and Estate Planning Services

Milwaukee estate and trust planning

Most people don’t look forward to estate planning but it is an essential part of making sure you and your loved one are taken care now and in the future. Estate planning services vary greatly, from straightforward to remarkably complex. Our goal is to design the right estate plan for each client so, when you enlist our help, we first learn all we can about your desires, time frame, and financial situation. Then we work together with you and your attorney (or one of our attorney partners) to build a plan that's a true reflection of your goals. We'll make sure your plan will protect your assets when you are no longer able to make sound financial decisions and will leverage tax strategies to reduce taxes for your beneficiaries. We'll also put plans are in place to transfer funds to your beneficiaries in an organized and timely manner when you pass.

Our Milwaukee wealth management firm is deeply invested in upholding the fiscal interests of our clients and their families. We'll take care of everything you need to be confident that your family are taken care of the way you envision now and in the future. Contact us at 262-422-6330 now or send us a message through our website so we can arrange a time to talk.

Our estate planning services include:

  • Estate planning for individuals
  • Charitable gifting
  • Trust and estate tax planning
  • Estate tax return preparation
  • Gift tax return preparation
  • Business succession planning
  • Post-mortem planning
  • Review of wills, trusts, and other estate planning documents
  • Asset protection strategies
  • Wealth transfer planning for families
  • Philanthropic tax planning strategies

Above services available for wealth management clients.