Comprehensive Estate Planning Services

Comprehensive and careful planning with the assistance of highly trained legal counsel is crucial in asset protection. An effective estate plan includes specific language to ensure your wishes are carried out as you intended. Estate planning can not only protect your assets but it can also involve your personal health care wishes.

Estate plans prepared with the assistance of Bartelt Grob, S.C., are uniquely tailored to each client's individual needs. While many people wait until middle age or later to plan, it is actually advisable for anyone who owns a house, has a steady income with savings, has children or owns a company to create a valid will and comprehensive estate plan.

The experienced Wisconsin estate planning lawyers at Bartelt Grob, S.C., can help you with:

  • Wills, trusts and powers of attorney
  • Probate administration and litigation
  • Revocable trusts
  • Irrevocable trusts
  • Special needs trusts
  • Trust administration
  • Marital property agreements and domestic partnership agreements
  • Advance directives and living wills
  • Guardianships
  • Financial and tax planning in wealth succession
  • Shareholder agreements and operating agreements
  • Marital property agreements, including prenuptial and postmarital agreements

Can Probate Be Avoided?

The simple answer is yes, with careful planning. Probate is the legal process of distributing the property and assets of the deceased. During the probate process all debts, claims and taxes are paid off. All income and dividends due are collected. All disputes are settled and the remaining assets and property are distributed to the deceased's heirs.

Four Ways To Avoid Probate

While probate is the state's way of ensuring that all parties are protected, it does cost money and time and can, with careful planning, be avoided. The four main ways to avoid probate are to create:

  1. Joint ownership with the right of survivorship
  2. Benefit designation
  3. A transfer-on-death (TOD) deed
  4. Revocable trusts

The probate process itself is not free of charge. Costs incurred during the probate process include:

  • Fees of the personal representative
  • Any attorney fees
  • Court costs including inventory filing fee

Call Us To Find Out How We Can Help

Call us and find out how careful estate planning can save time, money, disagreements and headaches later on. Your questions, calls and emails will be answered by a paralegal or lawyer with estate planning experience. We offer the ease and accessibility of a small firm, including a conveniently located Madison area office with plenty of free parking. Call us at 608-663-5600 or fill out the online form and we will contact you. We offer a free consultation and a flat fee rate for our estate planning services.