How to Protect Your Assets with a Comprehensive Estate Plan

McLario, Helm, Bertling, & Spiegel, S.C.

estate planningA comprehensive estate plan can help protect your assets for your heirs. A comprehensive plan will maximize the benefit and manage your assets according to your wishes. When developing an estate plan, you should consult with an estate planning attorney in Wisconsin who can help you develop a plan that complies with the law.

What services can a Wisconsin estate planning lawyer provide? 

An estate planning lawyer can provide a variety of services that relate to your estate. This includes:

  • Last will and testament
  • Inter vivos trusts (i.e., trusts created during your lifetime)
  • Testamentary trusts
  • Special needs trusts
  • Pass-through trusts
  • Irrevocable trusts
  • Living wills and durable healthcare powers of attorney
  • Powers of attorney
  • Financial and retirement planning
  • Gift and inheritance planning

Each estate plan is unique and can include a variety of tools and provisions to address your specific needs. When developing an estate plan, it is important to ensure that it complies with the legal requirements and maximizes the benefit for you and your heirs.

How can a Wisconsin estate planning attorney help? 

An attorney can help you understand the different options available to you. They will explain the risks and benefits of the different options, which will help you make informed decisions.

Once you have developed an estate plan, an attorney can help prepare the necessary documents to put your plan into action. Many estate documents must contain certain information in order to be effective. An attorney will ensure that the proper procedures and rules are followed to ensure the validity of your plan.

If you need to develop or revise an estate plan, then contact McLario Helm Bertling & Spiegel S.C. to schedule a consultation. We look forward to assisting you with this process.

Blogs presented are not considered legal advice.


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