Will, Power of Attorney and Trust

Schedule an appointment today to complete your estate plans, giving you and your family peace of mind: (715) 716-4166 or [email protected].

WILL is where you name a guardian for minor children and the personal representative to administer your estate, and you specify how you want to distribute your probate assets.

POWERS OF ATTORNEY give authority to a trusted person to make decisions on your behalf, such as medical choices and financial obligations. Assists in avoiding guardianship if you lose capacity.

TRUST is an option to transfer assets privately, outside of probate court. Cost depends on size and complexity of the trust. If you have a child or parent who has long term care needs to be met by you, consider a trust. If you want flexibility regarding how and when your assets will be distributed in a timely manner to your family and/or the organizations you care about, a trust may be the right choice for you.

This information is given for informational purposes only and does not give legal advice or create an attorney/client relationship nor an expectation of confidentiality. Please contact me about your legal needs. For tax questions, please see a financial advisor.