Top Waukesha, WI Estate Planning Lawyers Near You
Experienced legal guidance for your specific estate planning needs. Excellent service and attention to detail. Flat fee billing. You will deal directly with your attorney - always.
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N168 W21367 Main Street, Jackson, WI 53037
Other Nearby Offices
In Waukesha, Wisconsin, Dahlberg O'Meara Law Group, a local practice, helps clients with their Estate Planning problem.
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740 North Plankinton Avenue, Suite 600, Milwaukee, WI 53203
511 N Broadway, Suite 1100, Milwaukee, WI 53202
777 East Wisconsin Avenue, Suite 2000, Milwaukee, WI 53202
111 East Kilbourn Avenue, Suite 1000, Milwaukee, WI 53202
20965 Crossroads Cir, Waukesha, WI 53186
125 N. Executive Drive, Suite 210, Brookfield, WI 53005
933 North Mayfair Road, Suite 300, Milwaukee, WI 53226
14170 West Greenfield Avenue, Brookfield, WI 53005
207 East Buffalo Street, Suite 201, Milwaukee, WI 53202
13845 Bishops Dr, Ste 300, Brookfield, WI 53005
20975 Swenson Drive, Suite 400, Waukesha, WI 53186-4065
300 North Corporate Drive, Suite 150, Brookfield, WI 53045
1461 East Goodrich Lane, Milwaukee, WI 53217
N 14 W 23777 Stone Ridge Drive, Suite 200, Waukesha, WI 53188
13845 Bishops Dr, Suite 125, Brookfield, WI 53005
1433 N. Water Street, Suite 400, Milwaukee, WI 53202
11220 W Burleigh St, Suite M117, Milwaukee, WI 53222
301 N Broadway, Suite 400, Milwaukee, WI 53202
7702 W Mequon Rd, Mequon, WI 53097
2360 N 124th St, Suite 200, Wauwatosa, WI 53226
1037 W McKinley Ave, Suite 300, Milwaukee, WI 53205
10427 West Lincoln Avenue, Milwaukee, WI 53227
8741 West National Avenue, West Allis, WI 53227
N17W24222 Riverwood Dr, Suite 250, Waukesha, WI 53188
Waukesha Estate Planning Information
Lead Counsel Verified Attorneys in Waukesha
Lead Counsel independently verifies Estate Planning attorneys in Waukesha and checks their standing with Wisconsin bar associations.
Our Verification Process and Criteria
Ample Experience
Attorneys must meet stringent qualifications and prove they practice in the area of law they’re verified in.
Good Standing
Be in good standing with their bar associations and maintain a clean disciplinary record.
Annual Review
Submit to an annual review to retain their Lead Counsel Verified status.
Client Commitment
Pledge to follow the highest quality client service and ethical standards.
What Is Estate Planning?
Estate planning involves preparing to transfer your assets after your death and protecting your rights if you are unable to make decisions for yourself. It includes creating documents like wills, trusts, and powers of attorney to ensure that your property is distributed according to your wishes. Estate planning also covers issues like minimizing taxes, protecting beneficiaries, and managing health care decisions if you become incapacitated. The goal is to provide clear instructions and avoid legal complications for your loved ones.
What Are Some Examples of Situations Where I Might Need an Estate Planning Lawyer?
You might need an estate planning lawyer if you:
- Want to draft a will or set up a trust to manage your assets
- Have a large or complex estate and want to minimize taxes for your loved ones
- Own a business and want control to pass to the right person
- Have specific wishes for your health care that everyone must follow if you cannot communicate them yourself
- Need to plan for the care of your minor children
- Already have an estate plan but need to update it after a major life change like marriage, divorce, or the birth of a child
How Can a Lawyer Help Me With Estate Planning?
Creating an estate plan is a detail-oriented process. A lawyer can ensure that your estate plan is legally sound and reflects your intentions. This will minimize the chance of disputes between your loved ones after you are gone, which can drain your estate of its value. They will:
- Ensure your assets go where you want them to go
- Identify potential problems and solutions
- Create documents that are legally binding and meet the requirements of Wisconsin law
What Could Happen if I Don’t Hire an Estate Planning Lawyer?
If you don’t hire an estate planning lawyer, your documents might not meet legal requirements, causing your estate plan to be invalid. This could lead to your assets being distributed according to Wisconsin law rather than your wishes. Without proper planning, your estate might face higher taxes and legal fees, reducing the amount left for your beneficiaries. Additionally, without a clear plan, your family could face disputes and legal challenges. A lawyer helps ensure your estate is managed smoothly and according to your wishes, providing peace of mind for you and your loved ones.
What Questions Should I Ask When Trying To Find an Estate Planning Lawyer in Waukesha?
These questions can help you decide if you feel comfortable and confident that a lawyer has the qualifications, experience, and ability to manage your case well. Many lawyers offer free consultations that allow you to understand your options and get specific legal advice before hiring them. The top questions to ask include:
- How have you handled cases like mine?
- What are the potential outcomes of my case?
- What is the timeline for completing my estate plan?
- What is your billing and fee structure?
- How long have you been practicing in Wisconsin?
- What will my involvement be during the process?
Tips for Hiring an Estate Planning Lawyer
Finding a lawyer who is right for you and will represent your best interests is an essential first step in managing your defense and protecting your rights. Find a lawyer who understands your case, knows your needs and goals, and has the experience to get the best outcome. Things to do:
- Ask for recommendations
- Research lawyers online
- Schedule consultations
- Review experience and expertise
- Talk about billing and fees
- Trust your instincts