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Best Estate Planning Attorneys in Milwaukee

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Becker, Hickey & Poster, S.C. logo
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Becker, Hickey & Poster, S.C.

222 E Erie St Ste 320, Milwaukee, WI 53202
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Business Description

Becker, Hickey & Poster, S.C. in Milwaukee, Wisconsin offers legal representation in legal issues such as complex family law, elder and disability law, and estate planning. Their estate planning areas of practice include wills, trusts and powers of attorney as well as estate planning needs for individuals, married couples and nontraditional family structures. The firm has received recognition from Super Lawyers, Best Lawyers, and Martindale-Hubbel.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.9
Google
3.9 / 5 (10)
Yelp
3.0 / 5 (2)
FindLaw
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Brummund Law Office logo
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Brummund Law Office

Milwaukee, WI 53213
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Business Description

Brummund Law Office is a Milwaukee, Wisconsin-based firm with practice areas that include business and commercial law, estate planning, and OWI. Some of their estate planning services include choosing a guardian for their client’s children, powers of attorney, and wills and trusts. The attorneys offer high-quality services no matter how big or small the case. They also offer a free consultation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.5 / 5 (13)
Yelp
1.0 / 5 (1)
Carroll Law Office, S.C. logo
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Carroll Law Office, S.C.

Cedarburg, WI 53012
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Business Description

Carroll Law Office, S.C. is a law firm that is located in Cedarburg, Wisconsin and has been in practice for over 38 years. Some of their practice areas include business law, estate planning and elder law, the estate planning process, real estate, and construction disputes. The types of estate planning services they provide include simple will, revocable trust, advanced health care directives, and durable power of attorney. Carroll Law Office, S.C. always strive to make clients feel welcome.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
4.4 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Demet Law Firm LLP logo
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Demet Law Firm LLP

Milwaukee, WI 53211
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Business Description

Demet Law Firm LLP in Milwaukee, Wisconsin provides law expertise in trusts and estates, insurance claims, financial fraud, and corporate. Their trust and estate services include estate planning, will and trust lawsuits, probate, living trusts, and more. In 2015, Demet Law Firm LLP received accolades for winning a multimillion dollar lawsuit in Los Angeles, California.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (1)
LeBell, Dobroski, Morgan & Meylink, LLP logo
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LeBell, Dobroski, Morgan & Meylink, LLP

Milwaukee, WI 53202
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Business Description

LeBell, Dobroski, Morgan & Meylink, LLP is a law firm that is located in Milwaukee, Wisconsin with services that include personal injury, criminal law, family, and business law. Their estate areas of practice include wills, estate planning, probate, estate administration and litigation, and divorce and custody. Attorneys LeBell, Dobroski, Morgan, and Meylink have received recognition in from Super Lawyers and Best Lawyers

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.9
Avvo
3.5 / 5 (6)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Nickolai & Poletti, LLC logo
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Nickolai & Poletti, LLC

Milwaukee, WI 53202
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Business Description

Nickolai & Poletti, LLC is a law firm with offices located in Burlington, Wisconsin and Milwaukee, Wisconsin. Their practice areas include bankruptcy, divorce family law, student loan law, and estate planning. The firm offers a free case evaluation to any prospective clients in need of legal assistance. Nickolai & Poletti, LLC is a member of the State Bar of Wisconsin.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Schmidlkofer, Toth, Loeb & Drosen, LLC logo
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Schmidlkofer, Toth, Loeb & Drosen, LLC

949 Glenview Ave, Wauwatosa, WI 53213
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Business Description

Schmidlkofer, Toth, Loeb & Drosen, LLC is a based out of Wauwatosa, Wisconsin. They are comprised of family law attorneys that specialize in divorce and estate planning. The firm also handles a wide array of legal matters including real estate transactions and litigation, tax law issues, corporate and partnership disputes, business formation, and general business law. Schmidlkofer, Toth, Loeb & Drosen, LLC is a member of Super Lawyers.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.8
Google
3.7 / 5 (35)
Facebook
4.2 / 5 (12)
Avvo
5.0 / 5 (4)

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Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

What does an estate planning attorney do?

An estate consists of the total assets that form an individual’s net worth, no matter how large or small. Estate planning attorneys use their in-depth knowledge of state and federal laws to help people best manage what will happen with their estates after they die or become incapacitated. Estate planning attorneys can prepare wills, form trusts, reduce estate tax burdens, and decrease or eliminate the need for probate court.

What are valuable estate planning services an attorney can provide?

With the many intricacies of assets, taxes, and state and federal laws that can affect a person’s estate, an estate planning lawyer can be a valuable professional asset, no matter how large or small a person’s estate may be. An estate planning attorney can:

  • Create a comprehensive plan to protect a client's legacy, that includes a will, power of attorney, trusts, life insurance, and advanced medical directives
  • Optimize an estate plan as tax laws, life events, assets, and goals change over time
  • Protect a client’s loved ones by preventing assets from entering probate
  • Help clients designate a person to make important health decisions for them if they become incapacitated

Can estate planning attorneys help create trusts/wills?

Estate planning attorneys can create trusts and wills. Through a will, an attorney can help a client designate their estate’s beneficiaries and assign an executor to represent the will in probate court. These attorneys can also create trusts, allowing a client to assign a trustee to oversee the estate, potentially avoiding probate court and holding assets to be distributed over time.

Is estate planning the same as drafting a will?

While both estate plans and wills officially document how their owners wish to allocate certain assets after their death, there are key differences. In estate planning, a will is often just one of several documents that form a comprehensive plan. In a will, people must designate a person responsible for executing their will after their death. The will can include guardians for their children when they die and beneficiaries to receive an inheritance of money, property, and other assets.

What are the steps involved in estate planning?

To create a thorough and effective estate plan, individuals should follow these steps:

  • Prepare a will that designates an estate executor; indicate who will receive what assets, and assign a trust and guardians for any children. Consider using an attorney if the will is in any way complex.
  • To avoid probate, have an attorney create a revocable living trust.
  • Assign beneficiaries to other assets, such as life insurance policies, retirement plans, and securities.
  • Use an attorney to prepare a living will, name a health care proxy, and create a HIPAA release form.
  • Update the plan every five years.

How long does the estate planning process last?

The length of the process can vary greatly depending on the size and complexity of the estate, the specific law office, and whether there’s an emergency or urgent need. If you’re using an attorney, you can generally expect it to take one to five weeks. You may be able to speed up the process by immediately providing your attorney with any bank statements or other documents they need.

What is a trust?

A trust is an agreement between a grantor, a trustee, and a beneficiary. In this agreement, the grantor allocates funds or real property assets to the trustee to be held either until the grantor passes away or until a specific, agreed-upon date. At that point, it's the responsibility of the trustee to distribute funds or property to the beneficiary or beneficiaries. While there are similarities between a will and a trust, a will is a more comprehensive document that typically requires probate court, while a trust allows assets to pass to the beneficiary without probate.

How does a trust fund work?

When opening a trust fund, a grantor allocates a trustee to oversee and manage assets in the account. This trustee can sometimes be a relative, an estate lawyer, or a bank that acts as the legal owner of the trust. While holding assets, the trustee is required to file taxes on trust assets.

How does a living trust work?

A living trust enables a grantor to manage their assets through a trustee while still alive. They can continually add funds and/or property to their trust fund by transferring them to the trustee, who accepts ownership of everything held in the fund. The grantor can name a beneficiary for their trust, and their assets will be automatically transferred to that person or establishment upon their death.

Do I need a lawyer for a will?

No, a lawyer is not required to draft or complete a will. However, there are some scenarios in which hiring an estate lawyer to assist with a will is a good idea, including when children or high-value assets are involved. Additionally, an estate lawyer can help to reduce probate fees and taxes paid by loved ones after a person dies. It's also best to work with a professional to ensure that the will addresses everything necessary, such as funeral plans, guardianship, and asset distribution.

Can you have both a will and a living trust?

Yes, and individuals who have a living trust should also have a will. While a living trust enables a person to leave funds and assets to a loved one when they're gone, a will is required to cover any assets that aren't included in the trust, such as guardianship of dependents, funeral plans, and forgiveness of outstanding debts, if applicable.

How much does it cost to set up a trust?

The cost of setting up a trust varies quite a bit depending on a variety of factors, including terms that are in place, special provisions for minor beneficiaries, and trustees' basic fees. In most cases, the minimum cost of setting up a trust is about $1,500, but depending on the factors mentioned above, this cost can increase by thousands of dollars.

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