Protecting Your Assets And Planning For Loved Ones

Failing to plan ahead by preparing a comprehensive estate plan can cause you to miss out on important tax benefits and other opportunities for efficient asset transfer. Estate planning law contains many quirks and opportunities that can only be accessed by planning ahead with an experienced attorney.

Do not be intimidated by all of the estate planning options. An experienced lawyer from our firm will take the time to listen to you, understand your goals and help you find the options that work best for you.

At Dubin & Balistreri, Ltd., we have been representing Wisconsin clients for more than 50 years. Our Milwaukee estate planning lawyers combine this experience with a commitment to providing our clients individualized attention and legal counsel that is tailored to their unique needs.

Efficient Wealth Transfer Through A Comprehensive Estate Plan

Many of our clients are amazed by what we can do with a well-crafted estate plan. With our experience, we can help you with all aspects of your estate plan, including:

  • Tax planning guidance: Tax planning needs to be considered in all aspects of estate planning. In many cases, we are able to use our gift and tax planning experience to help clients find ways to transfer business interests, stock options and many other assets while minimizing or even eliminating tax consequences.
  • Creating a will: Your will is the foundational document in your estate plan. No estate plan is complete without it.
  • Creating a trust: A well-crafted trust can be an effective way to accomplish a number of unique objectives, from minimizing estate taxes to providing supplemental income to a special needs child.
  • Durable powers of attorney: A durable power of attorney names an agent to make decisions on your behalf in the event that you are no longer able to make important choices on your own. We can help you establish a power of attorney for financial matters and for health care decision-making matters.

Contact A Milwaukee East Side Will And Trust Lawyer

Our law office is conveniently located just outside of downtown Milwaukee, near the lake with free parking. We offer free 20-minute consultations. Call 414-219-0921 or contact the firm online to schedule your free initial consultation with an experienced attorney from Dubin & Balistreri, Ltd.