Call for a free consultation: 262-522-9200

Serving the families of Waukesha County for over 25 years.

Estate Planning

From simple wills to complex estate plans, Attorney Coyle can provide you with the proper estate planning tools such as:

  • Trusts
  • Wills
  • Powers of attorney
  • Tax planning
  • Probate avoidance

 

Protect your Assets

Federal and State tax laws provide vehicles for distribution of your assets after death to your heirs.  Assets can be placed in trusts to avoid probate. Certain assets such as your primary residence, or vacation home, can be placed in a long term trust which allows you use of your home while transferring that asset out of your estate, thus saving on taxes! As tax law constantly evolves and changes, you need experienced representation to avoid current and future tax liability. Various trust documents can be drafted to help protect your assets and those of any family business. The goal of avoiding the public and timely process of probate can be achieved through various estate planning documents.

For families with young children, Attorney Coyle can assist in developing a trust that will protect your assets that benefit and financially protect your children. Powers of attorney can benefit the client in terms of clearly documenting future decision making for your health and for the benefit of your heirs.

Attorney Coyle can explain these various documents, and help you identify and prioritize your goals so that the appropriate documents can be drafted to protect you and your family’s future.

 

Probate

Probate is the process whereby estates are settled.  Attorney Coyle can assist in the preparation of required documents such as the estate inventory and final accounts as well as assisting in identifying the heirs and assets of the estate.

The probate process can be avoided through the drafting of trusts.  Contact our office for more information regarding this process.

Squires III Building - Suite 204 | N19 W24075 N. Riverwood Dr | Waukesha, WI 53188 | PH: 262-522-9200 | FX: 262-522-9201