Wisconsin Wealth Advisors
Wisconsin Wealth Advisors
Wisconsin Wealth Advisors, LLC

Estate Planning

Estate planning isn't just for the very rich. It may even be more important for those with a modest assets.

Estate planning is the strategy to conserve your assets during your lifetime and then distributing them to your loved ones after your death. Estate plans can help protect your assets from legal complications, tax issues, and settlement costs, maximizing the amount of your assets that are passed on according to your wishes.

In addition to the financial implications, estate plans can also help the settlement of your estate and manage the affairs of minor children. Special circumstances can also be incorporated into your plan, such as care for aged or infirm parents, disabled children, or gifts to a favorite charity.

Estate planning can include:

  • Wills and trusts (including living wills)
  • Insurance
  • Contract and title strategies
  • Gifting strategies

The time to put together your estate plan is now. If you have a plan in place, periodic reviews will assure that your assets and your heirs are protected.