Pewaukee, Wisconsin Estate Planning Lawyers
We listen and we care. 26 years experience throughout Southeastern Wisconsin.
Upon graduating from high school, Paul took a year...
In addition to traditional divorce, we offer an alternative called Collaborative Divorce which focuses on helping family members transition in a mutually respectful manner. Ultimately we reach a settlement that upholds the priorities and interests of all family members, but especially...
Benjamin currently serves as a member of the Wisconsin Judicial Council; a 21-member body whose principal statutory responsibilities are to study and make recommendations relating to: (1) court pleading, practice...
On the planning side, Phil represents business owners, executives and professionals with respect to their estate planning needs. He advises fiduciaries and beneficiaries concerning the administration of trusts and estates to facilitate the...
Russ joined GRGB in 2016. Prior to joining GRGB, he was the managing attorney of a local creditor’s rights law firm’s litigation department, where he also worked as a paralegal and law clerk during law school. He has substantial trial and appellate experience, and experience with civil litigation involving real estate, property, consumer credit laws, and municipal law. He also has experience in real estate transactions and estate planning.
Russ is a proud Milwaukee native and dedicated to serving the community. He also believes that his...
Pewaukee Estate Planning Legal Aid & Pro Bono Services
Legal Action of Wisconsin - Milwaukee & Waukesha Office
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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