Estate Planning

Estate planning enables you to determine how you want your assets distributed during your lifetime and after your death, how to provide support and maintenance for your surviving spouse and loved ones, and who should assist with your future financial and health care needs in the event you are unable to do so. 

Daubert Law Firm, LLC provides estate planning for simple and complex situations.  We review your family or business situation and discuss the development of a suitable estate plan based on your assets, needs and objectives. We also consider Wisconsin’s Uniform Marital Property laws when drafting the estate plan.  

Estate Planning Services. 

•    Wills vs. Revocable Trusts
•    Irrevocable Trusts
•    Special Needs Trusts
•    Business Succession Planning
•    Business Buy/Sell Agreements
•    Martial Property Agreements (including prenuptial agreements)
•    Retirement Benefit Planning
•    Asset Protection Planning
•    Gifting
•    Charitable Planning
•    Family Limited Partnerships and Family Limited Liability Companies
•    Financial Powers of Attorney
•    Powers of Attorney for Health Care
•    Medical Assistance Planning