An estate plan is a set of documents that protects your interests and your loved ones in the event of your death or a debilitating condition. Without at least a basic will, family members would be faced with difficult decisions, and the state of Wisconsin would determine who inherits your property.
At Dahlberg Law Group, our individualized estate planning services put your wishes in writing. Having an estate plan will provide for your care and help avoid unnecessary disputes or delays in settling your estate. We also handle estate administration to make the administration process easy for your loved ones. We serve clients in Wisconsin, across Greater Milwaukee and beyond.
Why an Estate Plan is the Right Choice for You
Estate planning is not only for “wealthy” people or “old” people. Our clients are individuals and families of all walks of life and stages of life. If you are getting married, getting divorced, bringing a child into the family, buying a new home or retiring, you should create or update your estate plan. If you own a small business, we can ensure your business succession planning dovetails with your estate planning.
At Dahlberg Law Group, our attorneys are equipped to answer any questions you may have about estate planning and probate services. We are more than willing to sit down and discuss the best options for your situation. Our attorneys are dedicated to providing you with a quality plan that will put your mind at ease.
The full extent of our estate planning and probate practice includes:
- Wills and trusts: Ensure your primary assets go to the proper beneficiaries. The right trust can help your family avoid probate or minimize estate taxes.
- Power of attorney: Choose someone you trust to make important business or financial decisions should you ever be unable to make them yourself.
- Health care directives: Assign someone to make important medical, health and end-of-life decisions on your behalf, should you become incapacitated.
- Guardianships: Gain supervision of a loved one who may be unable to care for themselves.
- Conservatorships: Appoint a conservator to manage the health care and finances of a struggling loved one.
- Estate administration and probate: Administer your loved one’s estate and resolve any outstanding issues in the estate and among the family.
Our estate planning attorneys sit down with you to ask gentle questions about a wide range of scenarios, such as: Who should inherit what? Who would be guardians to your minor children if you and your spouse died? Who do you trust to handle your affairs if you are incapacitated? Would you want heroic life support measures? This way, you will be sure that there is a plan in place for any situation that may arise.
Dahlberg Law group was very responsive and professional. We were going through a tough time and Phil was extremely good at keeping us up to date. We felt like our questions were always answered and we were extremely pleased at the way Phil navigated through our case. I would highly recommend the Dahlberg Law Group.
Estate Administration And Probate Disputes
If you are appointed as the executor/personal representative for a loved one who has passed away, our firm provides reasonable rates to help settle the estate. We can offer legal advice as you carry out the duties, or we can take on the burdens for you. Our lawyers have handled large, complex estates as well as modest estates not subject to the formal probate process. We welcome inquiries from out-of-state executors needing local counsel as well.
We also represent beneficiaries or excluded heirs in will contests over the validity of the deceased’s will or the distribution of certain assets. We understand that these unfortunate disputes can tear families apart. Not only are we skilled in negotiating settlements, but we are also skilled trial lawyers who can vigorously assert your interests in court if necessary.
Connect with Us Today
Call our Jackson office at 262-677-8999 for a free initial discussion with our knowledgeable and compassionate attorneys. You can be confident that our attorneys at Dahlberg Law Group will diligently work to provide you with the best plan for you.