Taking the Stress Out of Estate Planning
There are many times when you may consider getting started on your estate plan. Whether you are getting older or have welcomed a new member to your family, an estate is an important part of preparing yourself and your assets for the next generation.
While you want to pass on your legacy, you may not always know what choices are available in southeastern Wisconsin, including Brookfield, Waukesha and the surrounding communities. At Antonopoulos Leonhard Group LLC, we understand the pressure and other challenges that come with estate planning. Our estate law attorney, listen to your goals and help you understand how to document what you want for your beneficiaries.
ALG Provides Simplified Support for Estate Planning
Estate planning can seem like an overwhelming task. As you consider your beneficiaries and assets, it can be overwhelming to think about what you should do with your assets and how to move forward. We aim to simplify the process so that you have a clear understanding of your estate plan and how it works.
In addition to providing trustworthy advocacy, Ashley will work with you on what kind of legacy you want to leave for your loved ones. She can talk you through estate planning topics such as:
- Guardianship – Depending on your needs, providing for the care of a loved one could be a critical part of creating a comprehensive estate plan.
- Wills and trusts – These legal instruments can establish plans regarding how you want to pass your property and other assets on to your loved ones.
- Probate and estate administration – Assistance with estates that require trust administration or probate.
Whether you have significant assets you want to pass on to your friends and family, or you are starting to think about caring for your minor children into the future, Ashley can answer your questions such as those discussed below.
Common Estate Planning Questions
Estate planning can come with many complex questions. Here are answers to some of the most common questions about estate planning.
Why Do So Many People Avoid the Topic of Estate Planning?
No one wants to sit around and think about what happens if they get sick, or worse yet, pass away unexpectedly. But that attitude is leaving you and your loved ones vulnerable. If you don’t have a plan, your family will be left guessing. Often, families are left feeling uncertain and guilty. Some small and relatively inexpensive steps now will make sure you and your family are covered.
Isn’t Estate Planning Just for Rich People?
This is a common misconception, and it may be why more people don’t have an estate plan. But anyone with assets – even just a car and a home – and anyone with minor children should have an estate plan. A good estate plan will help your family by providing support for your spouse, preserving assets for later generations and protecting your family’s privacy. A bad estate plan, or no estate plan, could lead to higher taxes and costs.
If We Have a Will, Isn’t That Enough?
A will can be useful for saying who gets what when you die, but a trust can also articulate your wishes for your assets as well as help your estate avoid probate. Trusts are particularly good for conveying your intent after death for the distribution of your assets to your beneficiaries when they reach a certain age or under special circumstances.
Let your family know this is because you care about them, and you want to avoid extra headaches and stress for them. Let them know where the documents are stored. More than half of adult children (52%) don’t know where their parents store their estate documents.
Estate Planning Featured on Milwaukee’s WTMJ 620AM
In a broadcast on WTMJ, Ashley Lillesand-Leonhard and financial adviser Brad Allen go over steps that you can take to get your estate plans up to date.
Our estate law attorney, Ashley Lillesand-Leonhard, and our staff can help you learn more about your options so that you can create a plan that fits the needs of you and your family.
Get Started on Your Estate Plan Today
Developing a comprehensive estate plan that supports your needs and goals comes with planning and cooperation. It is essential to talk to a skilled lawyer to get help creating your estate plan. Our goal is to deliver the right solutions with simplicity and clarity in the estate planning process. We can help you create a comprehensive plan that will help you pass your legacy on to the next generation.
Get the information you need to put together a comprehensive estate plan. To make an appointment for a free consultation in southeastern Wisconsin, contact our firm online or call our Waukesha county offices at 262-649-5572. We serve clients throughout Milwaukee, Waukesha, Ozaukee, Racine and Kenosha counties.