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Consider Estate Planning Ahead of Time

estate planning ahead of time

Perhaps one of the most important reasons to create an estate plan is to pass on your values and beliefs. Clients often think that estate planning is just about how to divide their property after they pass away, or that estate planning is just about saving taxes, or that somehow all they need are the "documents to make sure that things are taken care of."

Good estate planning should include far more. Your values and objectives will be the central theme of your overall plan. A good estate plan will provide answers to your hardest questions, while leaving you in control of your property while you are alive.

Our clients agree that good estate planning is about:

  • Maintaining control of your property while alive
  • Taking care of you and your loved ones if you are disabled
  • Getting what you have to whom you want, the way you want, and when you want
  • Saving every last tax dollar, professional fee, and court cost legally possible

We strive to provide caring and attentive client service. We want our clients to know that we are here to take care of them.

We strive to provide caring and attentive client service. We want our clients to know that we are here to take care of them.

We counsel our clients on ways to accomplish their many and diverse goals including:

  • Ensuring that a surviving spouse has the ability to maintain his or her lifestyle with the fewest restrictions
  • Implementing a disability plan that relies on more than just a general durable power of attorney
  • Minimizing potential family conflicts regarding decisions about health care and property distributions
  • Ensuring your children are raised by your choice of guardian
  • Protecting a surviving spouse from creditors, divorce, lawsuits, judgments, or themselves if they become disabled
  • Protecting a child's inheritance from divorce, creditors, and "sudden wealth syndrome"
  • Protecting clients' special needs children
  • Avoiding unnecessary costs, delays, and loss of privacy associated with probate
  • Leaving a charitable legacy
  • Reducing or eliminating estate taxes
  • Planning for the future of the family business
  • Planning for Medicaid qualification and application for elderly clients and their families

Information supplied by Angermeier & Rogers, LLP.

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237 N. Moreland Blvd. • Waukesha, WI 53188 • Phone: 262-542-6609 • Fax: 262-521-3823 • Email: info@cczfh.com