The following are just a few Estate Planning options

DURABLE POWER OF ATTORNEY

Assigning power of attorney to someone whom you completely trust will permit the designated individual to move forward with your plans and keep your estate on course. A power of attorney gives you peace of mind that your assets can be effectively managed and or protected should you become disabled.

Medicaid Planning

Medicaid planning is important because there is a significant likelihood you will long-term care if you live long enough. As an attorney, I can provide services to clients of all ages, ensuring that you or your loved one are prepared.

TRUSTS

When you have accumulated assets that you might want to pass on to your heirs, a trust may be the proper way to move forward. Also, the trust may include protection of your assets from creditors and divorce for your beneficiaries, allow a disabled heir to inherit without losing their government benefits, remarriage protection, ability to minimize taxes on IRAs/401ks, and many other benefits.

SPECIAL NEEDS PLANNING

With professional special needs planning, you can feel comfortable that the money set aside for your loved one will remain protected, as well as not hinder their ability to receive other types of assistance.

SIMPLE OTHER ESTATE PLANNING TOOLS

These tools can be relatively inexpensive and save the beneficiaries thousands in court and attorney fees, protect your residence from nursing home expenses, allow your beneficiaries to avoid capital gains taxes on appreciated assets and much more.

Estate planning is a tough procedure. It’s a grisly topic and it can require some time to get everything set up. So you must consult with an estate attorney in Wisconsin before you go for the estate planning process.

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