Waukesha Estate Planning Attorneys Serving Southeastern Wisconsin

Preparing for the next stage of life can be daunting. While oftentimes it can be difficult to think of the idea of losing yourself or someone you love, we like to frame our conversations around estate planning around the concept of preparation. How can you equip yourself and your loved ones for success in the long term? More importantly, what legacy do you want to leave behind in the years to come? Life has surely taught us thus far that some things are out of our control.

Things can change suddenly, and while we cannot always control what occurs, we can take control of our response. The most direct way to combat any potential uncertainty in life is by taking the reins and creating an overarching plan. This can include division of assets, property management, any business privileges, and more. All of the above may sound daunting, but you can avoid probate and ensure that your holdings remain in good standing by seeking the legal advice of our experienced estate planning lawyers in Waukesha County. 

At the law firm of Walden Neitzke & Kuhary, S.C., our commitment is to personal service. Our law office prides itself on a reputation of being able to bring advice, experience and expertise to your estate planning needs. Navigating estate planning and probate can be a lofty task, for even the most resilient or organized of individuals. To navigate what can be such a stressful period of life, it is important to have the right support — someone who does their due diligence to understand your needs, and works with you to create a plan of action that serves exactly what you are looking for.

Dealing with investments that you have dedicated your life to can be a sensitive and personal matter that must be dealt with via extreme care and grace. You must be comfortable with your attorney so that he or she understands your family interactions, your goals and your financial situation.

Our Wisconsin Attorneys Can Help

We pride ourselves on our team continuing on our years of serving clients with a genuine passion, compassion, and empathy.

Our attorneys can assist you and your family members with the following:

  • Simple wills
  • Wills with trust and guardian provisions for minor children
  • Complex wills
  • Trusts, including revocable living trusts; credit shelter trusts; supplemental needs trusts
  • Trust and probate administration
  • Estate and trust litigation
  • Powers of attorney, including health Care, Finances/Durable
  • Probate attorney for avoidance, including transfer on death deeds
  • Estate and gift tax management and planning
  • Guardianships and conservatorships
  • Medical assistance (Medicaid, family care or Title 19) planning and application
  • Retitling of assets and deeds
  • Life estates
  • Beneficiary designations
  • Planning for the disabled

We get to know you in order to fulfill your estate planning needs with a comprehensive approach. Remember, “do it yourself” fill-in forms have no ability to adapt or tailor themselves to your specific needs. We provide our clients of all ages with an instructive, tailored approach to their estate planning needs. We cannot stress enough that well-prepared estate plans result from receiving qualified advice.

Ready To Assist With Your Estate Planning Needs

By appropriate planning, we assist you in anticipating and planning for expected and unexpected matters such as disability, extensive medical and nursing home expenses, changes in family circumstances or relationships, tax laws and the protection of your financial assets. Planning can involve a variety of documents including wills, trusts of varying complexity, including powers of attorney, deeds and beneficiary designations, and the appropriate management of Title 19 applications and the spend-down process.