Estate Planning Involves

• A determination of your objectives and desires.
• A determination of the form of ownership and value of your assets so that all property is correctly owned and death taxes are minimized.
• Classifying or reclassifying property as Individual or Marital Property under the Wisconsin Marital Property Act.
• A consideration and review of possible State and Federal income, fiduciary and death taxes.

• Will there be any?
• How much?
• How can you minimize taxes so as to pass the maximum amount of your estate free of taxes consistent with your wishes.

• A consideration of alternative estate planning methods available to you.

• Gifts
• Trusts
• Joint Tenancies
• Transfers or real estate with retained life estates.

• Drafting documents (deeds, bills of sale, etc.) to achieve the ownership of assets consistent with your estate plan.

• Drafting your Will
• Including Living Trusts, if any.
• Including Testamentary Trusts, if any.
• Publication (signing) of your Will.