Estate & Financial Planning

Estate Planning Lawyer

Helping Families Through Financial Affairs

When your family’s financial affairs have been evaluated and carefully crafted by our team of legal professionals, you can relax knowing that your financial affairs will be prepared for the future. Our estate planning lawyers can assist you with a plan to minimize the complexities of estate planning and probate, and we’ll work with you to explore options that meet your family’s needs. Find out how we can help—call (800) 775-1441 or complete a free initial consultation form.

Solutions for Your Financial Needs

Our estate planning lawyers in Appleton and Green Bay take pride in our ability to provide a full range of practical solutions that help you develop a customized estate plan, and we’ll prepare the necessary documents to put the plan into action.

We have experience handling a variety of estate and financial planning needs, including:

  • Beneficiary designations (life insurance, IRA, 401-K, pension, and profit sharing)
  • Co-owned real estate titling
  • Distribution of assets
  • Family business succession
  • Federal estate tax returns
  • Gifting
  • Life insurance trusts
  • Living trusts
  • Non-probate transfers of joint or survivorship marital property
  • Probate litigation
  • Probating estates (informally or court supervised)
  • Tax minimization or avoidance
  • Termination of trusts
  • Wills/trusts defense
  • Wills/trusts contests
  • Wills, living wills, and power of attorney

Preserving Your Wealth

Our estate planning lawyers help clients like you build and preserve their wealth, both for themselves and for their heirs. Whether for personal or business purposes, we can serve as your financial counselor and advisor. We’re here to perform comprehensive and continuous analyses of your assets and income to help you best meet your financial goals.