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Estate Planning in Green Bay, Wisconsin

Estate Planning in Green Bay, Wisconsin

Are you looking for estate planning services in Green Bay, Wisconsin? Heritage Law Office is here to help you plan for the future and protect your assets. As experienced attorneys, we offer a wide range of estate planning services to ensure that your assets are distributed according to your wishes.

What is Estate Planning?

Estate planning involves creating a plan for the distribution of your assets after you pass away. This includes creating a will, trust, and other documents that outline your wishes. Estate planning also involves taking steps to minimize taxes and other expenses associated with transferring your assets.

The Importance of Estate Planning

Estate planning is important for several reasons. First, it allows you to control how your assets are distributed after you pass away. Without a plan, your assets may be distributed according to state law, which may not align with your wishes.

Second, estate planning can help minimize taxes and other expenses associated with transferring your assets. With proper planning, you can ensure that your assets are distributed in a tax-efficient manner.

Finally, estate planning can help avoid family disputes and other issues that may arise after you pass away. By having a clear plan in place, you can help prevent disagreements among family members and ensure that your assets are distributed smoothly.

Estate Planning Services

At Heritage Law Office, we offer a variety of estate planning services to meet your needs. Our services include:

Will Creation

A will is a legal document that outlines how your assets will be distributed after you pass away. We can help you create a will that reflects your wishes and meets your needs.

Trust Creation

A trust is a legal arrangement that allows you to transfer your assets to a trustee for the benefit of your beneficiaries. Trusts can help you minimize taxes and other expenses associated with transferring your assets.

Power of Attorney

A power of attorney is a legal document that allows someone to act on your behalf if you become incapacitated. We can help you create a power of attorney that meets your needs and ensures that your interests are protected.

Health Care Directives

A health care directive is a legal document that outlines your wishes regarding medical treatment if you become incapacitated. We can help you create a health care directive that reflects your wishes and ensures that your wishes are honored.

Probate Administration

Probate administration involves the legal process of distributing assets after someone passes away. We can help guide you through the probate process and ensure that your assets are distributed according to your wishes.

Contact Heritage Law Office

If you need estate planning services in Green Bay, Wisconsin, Heritage Law Office is here to help. Our experienced attorneys can help you create a plan that meets your needs and ensures that your assets are distributed according to your wishes.

To learn more about our services, contact us either online or at 414-253-8500 to schedule a free consultation today. We also offer remote, phone, and online appointments, so you can receive services wherever you are.

Cities Served

Heritage Law Office provides estate planning services to clients throughout Wisconsin, including in the following cities:

  • Milwaukee
  • Madison
  • Green Bay
  • Kenosha
  • Racine
  • Appleton
  • Waukesha
  • Oshkosh
  • Eau Claire
  • Janesville
  • Mequon
  • Elm Grove
  • Fox Point
  • Bayside
  • Shorewood
  • Whitefish Bay
  • Fitchburg
  • Brookfield
  • Waunakee
  • Cedarburg

Contact us today to learn more about our estate planning services in Wisconsin.

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Frequently Asked Questions (FAQs)

1. What is Estate Planning and Why is it Important?

Estate planning is the process of creating a plan for how your assets will be distributed after you pass away. This involves creating a will, trust, and other necessary documents. The importance of estate planning lies in its ability to allow you control over asset distribution, to minimize taxes and other expenses associated with asset transfers, and to prevent potential disputes among family members.

2. What Estate Planning Services Does Heritage Law Office Provide?

Heritage Law Office offers a wide range of estate planning services including Will Creation, Trust Creation, Power of Attorney, Health Care Directives, and Probate Administration. We provide comprehensive support tailored to your individual needs and circumstances, ensuring your wishes and interests are fully protected.

3. What is the Difference Between a Will and a Trust?

A will is a legal document that outlines how your assets will be distributed after you pass away, while a trust is a legal arrangement that allows for the transfer of assets to a trustee for the benefit of your beneficiaries. Trusts often help to minimize taxes and other expenses associated with transferring assets, and may continue operating after your death, providing ongoing management of the assets.

4. What is Probate Administration?

Probate administration is the legal process of distributing assets after someone's death. It involves validating the will, appraising the estate, paying off debts, and distributing the remaining assets as per the decedent's wishes or according to state law if there's no will.

5. How Can I Contact Heritage Law Office for Estate Planning Services?

To learn more about our services, you can contact us either online or by calling 414-253-8500 to schedule a free consultation. We offer various appointment types including remote, phone, and

online, for your convenience.

Contact Us Today

For a comprehensive plan that will meet your needs or the needs of a loved one, contact us today. Located in Downtown Milwaukee, we serve Milwaukee County, surrounding communities, and to clients across Wisconsin, Minnesota, Illinois, and California.

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