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Wills and Trusts Attorney in Wisconsin

If you're looking for an experienced and knowledgeable attorney to help you with your estate planning needs, look no further than Heritage Law Office. Our team of attorneys specializes in providing top-notch legal services in the area of wills and trusts in Wisconsin.

At Heritage Law Office, we understand that planning your estate can be a daunting task. That's why we take the time to thoroughly review your needs and wants when planning your estate and provide an outline of your best options, including the creation of an irrevocable trust. Contact us either online or at 414-253-8500 to schedule a free consultation today.

What are Wills and Trusts?

A will is a legal document that outlines your wishes regarding the distribution of your property after your death. It ensures that your property goes to the people you want it to, rather than being divided according to state law.

A trust, on the other hand, is a legal arrangement where a trustee holds and manages assets for the benefit of a beneficiary. It can help you avoid probate and protect your assets from creditors or other legal challenges.

The Importance of Estate Planning

Estate planning is important for everyone, regardless of their age or financial situation. It ensures that your assets are distributed according to your wishes, rather than according to state law. It also helps to minimize the tax burden on your loved ones and can protect your assets from legal challenges.

Creating a Will in Wisconsin

In Wisconsin, creating a valid will requires that you be at least 18 years old and of sound mind. You must also sign your will in the presence of two witnesses who are not beneficiaries under the will. It's important to note that handwritten wills, also known as "holographic wills," are not valid in Wisconsin.

Creating a Trust in Wisconsin

Creating a trust in Wisconsin requires a written document that outlines the terms of the trust, including the beneficiaries and the trustee. The trustee must manage the trust assets according to the terms of the trust and for the benefit of the beneficiaries.

Which is Right for You: A Will or a Trust?

The decision to create a will or a trust depends on your individual circumstances and goals. If you have a modest estate and don't anticipate legal challenges, a will may be sufficient to distribute your assets according to your wishes. If you have a larger estate or want to provide for minor children or beneficiaries with special needs, a trust may be a better option.

It's important to consult with an experienced estate planning attorney to determine which estate planning tool is right for you. An attorney can help you create a plan that meets your unique needs and goals and ensure that your wishes are carried out after your death.

Contact a Wills and Trusts Attorney in Wisconsin

If you're ready to start planning your estate, contact Heritage Law Office today. Our experienced and knowledgeable attorneys are here to help you navigate the complexities of estate planning and create a plan that meets your needs. Contact our attorneys by using the online form or calling us directly at 414-253-8500.

Cities in Wisconsin where Heritage Law Office Offers Services

  • 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

At Heritage Law Office, we also offer remote, phone, and online appointments, so you can receive services wherever you are. Contact us today to schedule a free consultation and start planning for your future.

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 proudly provide legal advice to those in Milwaukee County and surrounding communities.

Milwaukee Office
757 N. Broadway, Suite 300
Milwaukee, WI 53202
Minneapolis Office
Minneapolis, MN 55104
414-676-2787 (fax)
1 more location