Estate Planning & Settlement

Our firm is pleased to work with individuals and families to assist in the preparation of comprehensive estate plans, and to facilitate estate settlement when loved ones pass away. Specific areas of practice include:

       Preparation of Advanced Directives for Health Care & Finance.   "Advanced directives" are documents in which the drafter, known as the principal, appoints an agent who is given authority to make important decisions for the principal in the event of the principal's incapacity. We assist clients in preparing these important documents so they can rest assured their wishes will be carried out.

       Wills & Trusts.   We understand the importance of careful drafting to accomplish deathtime gifts to family and loved ones, and have spent over two decades preparing wills and revocable living trusts to accomplish these purposes, keeping in mind the ever-changing federal and state tax laws as well as the specific distribution goals of our clients.

        Probate & Trust Settlement.  After death, some estates proceed through the State court probate process, whereas others, involving trusts, are distributed pursuant to the directions of the trust document. Our estate planning professionals work with families to assure that debts are paid and assets are distributed in accordance with the decedent's will or trust.

Call us today at (608) 246-8500 or contact us online to discuss your legal options.