Prepare For Your Future With Estate Planning

Many people believe that if they are not wealthy they do not need a will or trust. This could not be further from the truth. Anyone with a full-time job, savings account, 401(k) or house should have a will.

A Common Misconception

Because they have never done it, many people view estate planning as an intimidating process. At D'Angelo & Grabow, we will meet with you and answer all of your questions. After our initial meeting, the process and your options will be clear. Most people feel a sense of relief knowing that their family and children are provided for legally.

Three Things Everyone Needs

At the very least, a will should ensure that your loved ones receive the assets you wish them to have. A will is a legal document. It clearly states what you would like to happen in the event of your death. A will specifies what will happen not only to your home, money and possessions, but also dictates how you want your children to be cared for. There are three important documents almost everyone should have. These are:

  1. A last will and testament
  2. A health care power of attorney
  3. Financial power of attorney

Why Have A Will?

Having a will is an important thing, not only for you but for your family as well. By planning ahead and making the necessary preparations in advance, you can have peace of mind knowing that your affairs are in order, no matter what happens. A will can also help your family and friends determine what your final wishes are without having to guess what you would want.

What Does A Trust Do?

A revocable living trust may be right for you depending on your specific goals and objectives. You can utilize a trust to provide for your young children, until you feel that they are old enough to manage the assets themselves.

A revocable living trust:

  • Sets the rules for what you'd like to happen
  • Designates a trustee to manage and administer your estate
  • Is often a good option if you seek to avoid the probate process

A simple and free 30-minute meeting with one of our lawyers will allow you to determine your main goals and objectives. Your estate planning attorney can then recommend the best possible estate planning tools to accomplish those goals.

Planning Services For A Flat Fee

At D'Angelo & Grabow, we charge a flat fee for our estate planning services. We offer friendly, open representation with an emphasis on each individual client. We work with you to achieve your individual goals, whether you need a simple will, a trust or more complex planning.

Call our Waukesha law firm, or contact us to schedule a free initial consultation. We can be reached at 262-278-0987 to schedule an appointment to discuss your options. We service clients in Waukesha and the surrounding Wisconsin communities.