Wisconsin Estate Planning for Individuals, Families, and Business Owners

Trusts

Trusts can be used to control timing, privacy, and protection. A revocable trust is commonly used to hold assets during life and direct distribution at death, often with fewer court steps than a will-based plan.

Irrevocable trusts can be used when a stronger separation is needed for protection, long-term care planning, or legacy goals. Legacy trust planning often focuses on multi-generation protection, where inheritances are not delivered outright but remain sheltered in a structure designed to reduce beneficiary risks over time.

The Estate Planning Group helps clients when they want probate reduction, privacy, ongoing protections for beneficiaries, or planning that accounts for long-term care exposure and asset preservation.

Probate Avoidance

Probate is the court-supervised process of administering property after death. Probate avoidance planning aims to reduce delays, keep family matters more private, and reduce administrative burden.

The Estate Planning Group assists clients who own real estate, have multiple accounts, want privacy, have blended-family planning needs, or want distributions controlled rather than paid outright, and need property administration after death.

Asset Protection

Asset protection is not only about what happens to your property – it is also about what happens to your heirs after they inherit. Many plans fail because they dump money in their lap and hope for the best.

The Estate Planning Group builds plans that can include ongoing protections inside a trust so inheritances are harder to reach through divorce claims, lawsuits, bankruptcy proceedings, and creditor actions, and so special needs or maturity concerns can be addressed through structured distribution terms.

Long-Term Care and Nursing Home Asset Preservation

Long-term care is a major financial risk for Wisconsin families, and planning can involve legal strategies designed to set aside certain family assets so they are less likely to be consumed during a long-term care spend-down, while still preserving support for a spouse and leaving at least some inheritance for loved ones.

The Estate Planning Group can help clients in their plans when health changes begin, when a family member needs increasing assistance, or when you want a plan in place before a fall, stroke, or diagnosis forces rapid decisions.

Incapacity Planning

Without written authority, families can face delays and may need court involvement to handle finances. A perfectly crafted plan names decision-makers, gives them clear powers, and reduces conflict during emergencies.

The Estate Planning Group can assist clients when they want control over who can manage finances, property, and major decisions if they are temporarily or permanently unable to act.

Wills and Kids Protection Plans

Wills remain important in Wisconsin planning, including for naming a guardian for minor children and directing how remaining assets should be handled.

A kids’ protection plan is designed to address immediate and practical concerns if something happens to parents, helping reduce the risk of temporary placement outcomes that do not match the family’s wishes, and helping ensure assets are managed for children responsibly rather than turning into an automatic, outright distribution at adulthood.

The Estate Planning Group assists clients if they want a trusted person ready to step in whenever their children need protection plan assistance.