Heritage Law Office offers a wide range of legal services to individuals and businesses throughout Wisconsin. Our experienced attorneys are knowledgeable in a variety of areas, including estate planning, probate, business law, and securities law. Whether you need assistance with creating a will, forming a business, or navigating complex legal issues, our team is here to help.
Estate Planning Services
Our estate planning services are designed to help you plan for the future and ensure that your assets are protected. We can assist with wills, trusts (including a revocable trust or revocable living trust and an irrevocable trust), power of attorney, living wills, business succession planning, estate tax planning, and more. Our experienced estate planning attorney in Wisconsin will take the time to understand your unique needs and provide personalized advice to ensure that your wishes are carried out.
Wills
A will is a legal document that outlines how you want your assets to be distributed after your death. It also designates an executor who will be responsible for managing your estate.
Trusts
A trust is a legal arrangement in which a trustee holds and manages assets on behalf of a beneficiary. There are several different types of trusts, including revocable trusts and irrevocable trusts, and our team can help you choose the right one for your needs.
Power of Attorney
A power of attorney is a legal document that designates someone to act on your behalf in the event that you are unable to make decisions for yourself.
Living Wills
A living will is a legal document that outlines your wishes regarding end-of-life medical care.
Business Succession Planning
Business succession planning is the process of preparing for the transfer of a business from one owner to another. Our team can help you create a plan that ensures a smooth transition and protects the future of your business.
Probate Services
Probate is the legal process of administering an estate after someone has died. Our team can assist with all aspects of the probate process, including filing paperwork, managing assets, and distributing property to heirs.
Business Law Services
Our business law services are designed to help businesses of all sizes navigate complex legal issues. We can assist with business formation (such as LLCs and s corporations), operating agreements, business succession planning, franchises, mergers and acquisitions, contract drafting and review, assistance with business startups, assistance with buying or selling a business, Business Licenses and Permits, Taxation, and more.
Business Formation
Forming a business can be a complex process, but our team can help you navigate the legal requirements and ensure that your business is set up for success, including assisting you with forming LLCs and S-corporations..
Contract Drafting and Review
Contracts are an essential part of any business, and our team can assist with drafting and reviewing contracts to ensure that your interests are protected.
Securities Law Services
Our securities law services are designed to help businesses navigate the complex regulations surrounding the sale and distribution of securities. We can assist with everything from initial public offerings to ongoing compliance issues.
Contact a Wisconsin Attorney
Heritage Law Office offers a wide range of legal services to individuals and businesses throughout Wisconsin. Our experienced attorneys are knowledgeable in a variety of areas, including estate planning, probate, business law, and securities law. Whether you need assistance with creating a will, forming a business, or navigating complex legal issues, our team is here to help.
Contact us at 414-253-8500 or by sending us a message for a free consultation.
Areas We Serve
Heritage Law Office offers legal services to individuals and businesses throughout Wisconsin, including the following cities:
- Milwaukee
- Madison
- Green Bay
- Kenosha
- Racine
- Appleton
- Waukesha
- Oshkosh
- Eau Claire
- Janesville
- Maple Bluff
- Shorewood Hills
- Whitefish Bay
- River Hills
- Elm Grove
- Mequon
- Bayside
- Fox Point
- Okauchee Lake
- Chenequa
- Pewaukee
- Hartland
- Waunakee
- Cedarburg
- Nashotah
- Delafield
- Wind Point
- Lodi
- Middleton
- Sussex
Our experienced attorneys are dedicated to helping clients throughout Wisconsin protect their assets and achieve their goals.
Frequently Asked Questions (FAQs)
1. What is Estate Planning and why is it important?
Estate planning involves making plans for the transfer of your assets after death. Assets, life insurance, pensions, real estate, cars, personal belongings, and debts are all part of one's estate. Estate planning usually includes the designation of an executor, who carries out the terms of the will, and can include the setup of trusts for minor children, a guardian for living dependents, funeral arrangements, and strategies to eliminate or minimize estate taxes.
2. What is the difference between a Will and a Trust?
A Will and a Trust are both estate-planning tools that can help ensure your assets are protected and passed on in the way you wish after your death. However, they function differently. A will goes into effect only after you die, detailing who will receive your property and appointing a legal representative to carry out your wishes. A trust, on the other hand, can begin distributing property before death, at death or afterwards, and it appoints a trustee who holds legal possession of assets for another person, the beneficiary.
3. Why do I need a Power of Attorney?
A Power of Attorney (POA) is a document that allows you to appoint a person or organization to manage your property, financial, or medical affairs if you're unable to do so. Without a POA, the courts may have to decide what happens to your assets if you are found to be unable to manage them yourself.
4. What is Business Succession Planning and why is it necessary?
Business succession planning is the process of identifying and developing new leaders who can replace old ones when they leave or retire. It increases the availability of experienced and capable employees that are prepared to assume these roles as they become available. This process ensures that businesses continue to run smoothly after a company's most important people move on to new opportunities, retire, or pass away.
5. How can a Business Lawyer help in growing my business?
A business lawyer can provide valuable advice for growing your business, from helping with the initial setup of the business, drafting and reviewing contracts, advising on hiring and employment law issues, and helping to protect intellectual property rights. They can also assist in ensuring compliance with local and federal laws, which can prevent costly legal disputes and penalties in the future.
