Estate Planning Services

You want your estate to help provide for your family after you’re gone. And while you realize it will be taxed, you want to pass on as many of your assets as possible – with minimal red tape. We hear you. While we aren’t attorneys, we help clients become familiar with important issues in a simple, straightforward way and then coordinate your planning with an estate attorney.  The estate planning support we provide to our clients in Madison, Wisconsin helps address financial issues that include:

  • Guardianship
  • Succession planning
  • Gifting to family members or charities
  • Fundamentals of wills, trusts, and powers of attorney
  • Probate process

We share information on these topics, but go beyond that to encourage and facilitate heart-to-heart conversations among you and your family members, as well as with your estate attorney.

A less taxing distribution process

You want the distribution process to go as smoothly as possible for your beneficiaries. You also want it to be tax efficient. Our experience and attention to detail can help everyone involved save money by reducing the tax burden. When you need assistance from an attorney or other resource, we have your back – we work with outside professionals.

Experience in planning and execution

Estate planning is an important part of your financial strategy. We’ll work with you and your attorney to identify the items you may need, including your Last Will and Testament, Medical and Financial Powers of Attorney, Living Wills, and Revocable Living Trusts.  With us, you and your family can rest assured the financial details will be taken care of on your behalf. Give us a call to set up a complimentary no-obligation consultation to learn more about how we help you understand estate planning.

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