Beloit, Wisconsin Estate Planning Lawyers
Dan and his law partner, Nelson Donovan, wrote the book _Estate Planning in Wisconsin: Privacy, Protection and Taking Control_, published in 2017. It is an easy-to-understand primer for non-experts, covering the basics of estate planning, including wills, trusts and powers of attorney.
Nelson’s experience as a wartime aviator, military instructor pilot, and airline captain, offers our clients steady precision. He acquired his fiscal savvy from his time as a licensed financial advisor, and an ethical outlook working for the Wisconsin Supreme Court’s Office of Lawyer Regulation.
A UW Law School graduate, Nelson integrates his extensive professional experience...
Matt earned his law degree from the University of Wisconsin Law School and his bachelor’s degree in Economics from the University of Wisconsin – Madison.
Lake Geneva, WI 53147
Estate Planning Lawyers in Nearby Cities
Estate Planning Lawyers in Nearby Counties
Planning your estate?
Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.
An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.
Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.
Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.
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