Estate Planning

We Help You Know Where To Begin

The estate planning attorneys of Moen Sheehan Meyer help you protect your estate assets against possible future mental or physical incapacity, and the catastrophic costs of potential long-term medical or nursing care. We are committed to helping you protect the assets you are starting to develop or have spent a lifetime accumulating.

Our goals are the same as yours:

  • to assist you in providing for your future financial needs
  • to leave a lasting, fulfilling legacy to your heirs in years to come

We want your family to get the most assets possible with the least amount of tax.

Our estate planning and trust attorneys provide individualized attention, strategies, and options to ensure your personal and business assets go to your intended beneficiaries. You can prepare for your consultation with our estate planning questionnaire; it will help you gather the information you need to help us begin your estate plan.

One of the best ways to manage your personal and business assets is to develop a comprehensive estate plan designed to meet your individual needs.

Last Will and Testament

Direct where and to whom your estate will go after your death, enable ease of administration for your heirs, choose Personal Representative of your choice, reduce estate taxes, appoint guardian for minor children, establish trust for minor children and heirs with disabilities.

Contact us today at: (608) 784-8310 or complete the form below:

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Health Care and Financial Power of Attorney

Durable Financial Powers of Attorney: Appoint agent to handle your financial affairs in the event of incapacity.  May prevent the need for an expensive and intrusive guardianship.

Healthcare Power of Attorney: Appoint agent to handle health care decisions in the event of incapacity.  Provide instruction to medical providers regarding terminally ill or vegetative state care.  May prevent the need for an expensive and intrusive guardianship.

Trusts

Protect property from creditors, avoid probate, tax savings, provide care for disabled children, help qualify for needs-based public benefits

  • Revocable and/or Irrevocable Trusts
  • Insurance Trusts
  • Charitable Remainder Trusts
  • Minor’s—Spendthrift Trusts
  • Credit Shelter Trusts
  • Grantor Retained Annuity Trusts
  • Qualified Personal Residence Trusts

Other Estate Planning Services

No matter the size of your estate, the importance of a comprehensive estate plan is indisputable. Protect your loved ones and yourself.

Contact us today at: (608) 784-8310 or complete the form below:

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Resources

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Can You Avoid Probate?

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How can I Appoint a Guardian for My Children if I Die?

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What is an Estate Plan?