Practice Areas

Estate Planning

Madison, Wisconsin, Estate Planning Attorneys

Regardless of the size of your estate, it is important to have a properly drafted estate plan to ensure that your affairs are appropriately handled to accomplish your objectives. The lawyers at W.R. Stewart & Associates help clients throughout Wisconsin plan for the efficient transfer of assets and the elimination or minimization of estate taxes.

Our attorneys have the experience to assist clients with the preparation of strategic estate plans tailored to their unique needs and situations. Contact W.R. Stewart & Associates to discuss your estate planning needs.

Estate Planning for Today and Tomorrow

We understand that estate planning is a process which evolves over time as the laws and your personal needs change. Our estate planning attorneys recommend that you establish or update your estate plan routinely upon such life changing events as the birth of a child, a marriage, or divorce.

These events, as well as changes in estate planning laws, may alter the way you want your estate handled. Our estate planning attorneys are available to review and revise your estate plan down the road, ensuring your plan keeps up with changes in the laws and your circumstances.

At W.R. Stewart & Associates, we assist clients with the following estate planning needs:

  • Wills
  • Trusts
  • Guardianships
  • Advance Directives: Power of Attorney, Power of Attorney for Healthcare (Living Will)
  • Life Insurance
  • Marital Property Agreements
  • Probate of Estates
  • Property Passing Under Wisconsin State Law

Our estate planning lawyers will take the time to understand your financial and family situation. After a personal interview, our attorneys will assess your specific needs and advise you on an estate plan that we feel would best address those needs and achieve your ultimate goals. You are then free to proceed with our recommended plan, or pick and choose between the options presented. Our goal is your complete satisfaction with the final outcome.

Contact Us for Asset Protection and Elder Care

In addition to wills, healthcare directives and other estate planning services, the attorneys at W.R. Stewart & Associates represent clients in matters of elder law. Areas of interest include Medicaid planning, conservation of assets, retirement, long-term care and guardianship.

For more information about elder law, or our estate planning practice, or to schedule a consultation with an estate planning lawyer, contact W.R. Stewart & Associates today.