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Be Prepared with an Estate Plan this Financial Planning Month

october is a financial planning monthBe Prepared with an Estate Plan this Financial Planning Month

October is National Financial Planning Month, and the attorneys at McLario Helm Bertling & Spiegel understand the importance of financial planning and how your estate plan can protect your assets now and for the future. By creating a personalized financial plan that includes estate planning it will help extend the hard work you put in over the years to last the rest of your life and for your beneficiaries.

A Law Firm for Life can help demystify the complexities of estate planning. Whether high net worth or zero income, starting the conversation about estate planning is more than just figuring out “who gets what” when you die. Everyone should prepare an estate plan that spells out their wishes.

You might not think of creating an estate plan as part of your financial planning. However, it is a great time to take to combine the two to help defer and minimize taxes now and after death. Our Wisconsin estate planning and business attorneys will work together to help protect what is yours and be there for every step of the way.

Here is how to get started:

Set your Financial Goals – What do you hope your future looks like?

Current Financials – Take a look at your current financial status.

Employment Opportunities – Is your job supporting your goals?

Emergency Fund – Have money set aside for emergencies. As simple as $20 a week.

Investments – Look into investments that can help add to your savings

Create an Estate Plan – Your custom Estate Plan will help protect your savings and investments.

Your Wisconsin estate planning lawyer specializes in estate planning to make recommendations based on your unique situation and explains the details that are important to you and those you leave behind.

With proper preparation, you and your Law Firm for Life can prepare for the future in the way that makes the most financial sense for you, your family, friends, and the charitable organizations you love.

Estate planning alongside of your financial planning may not be on a top ten list of fun things to do, but it’s one of the most important ways to leave loved ones and yourself with peace of mind for the future. Your Wisconsin estate planning law firm is here to help.








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When you contact our Milwaukee area law firm, your case will be treated like a unique request for assistance. You are a real person with real needs and will be treated like one by our firm. Nobody has time to be passed around an office from paralegal to secretary and back.
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