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PRACTICE
ESTATE PLANNING
Experience, Compassion, and Integrity in Every Case
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Preparing for the future is one of the most important steps you can take to protect your family and your assets. As a fourth-generation attorney, I understand the significance of crafting an estate plan that truly reflects your personal values, your faith, and your life goals. Estate Planning isn’t just about documents—it’s about ensuring your loved ones are cared for, your wishes are honored, and your hard-earned legacy remains intact. By taking a proactive approach, you can minimize potential legal disputes, safeguard your property, and enjoy greater peace of mind.
At Legacy Law Firm, LLC, I guide clients through every stage of the estate planning process, offering tailored advice that addresses each unique situation. Whether you’re seeking to draft a will, set up a trust, or formalize a prenuptial agreement, I provide clear explanations and consistent support. I’m proud to serve individuals and families in Chippewa County, Eau Claire County, Barron County, Buffalo County, and Dunn County. Together, we’ll develop a comprehensive plan that upholds your values, respects your family dynamics, and meets your long-term goals.
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Wills & Trusts
Wills and trusts serve as foundational tools for distributing your assets and carrying out your final wishes. A will specifies how your property should be divided among beneficiaries, names guardians for minor children, and can include instructions for the care of your loved ones. Trusts, on the other hand, can offer additional benefits—such as avoiding probate, minimizing estate taxes, and maintaining privacy regarding your asset distribution. When creating a trust, you can set specific terms about how and when your beneficiaries receive their inheritance, offering a layer of control and protection that a simple will may not provide.
At Legacy Law Firm, LLC, I start by discussing your family dynamics, financial goals, and long-term objectives. This conversation helps determine whether a simple will, a revocable living trust, or a more specialized trust arrangement (like an irrevocable trust) will best suit your circumstances. Once we’ve chosen the right vehicle, I handle the drafting process carefully, ensuring every detail is tailored to your individual needs. I also address considerations such as designating an executor or successor trustee who will faithfully carry out your instructions. By combining personal attention with legal precision, I aim to create a plan that not only secures your legacy but also brings peace of mind to you and your loved ones.
Prenuptial Agreements
Prenuptial agreements—often referred to as “prenups”—lay out financial terms and responsibilities before marriage. While some view them as unromantic, I see them as a proactive way to foster transparency and trust. A well-crafted prenuptial agreement can protect personal or family assets, clarify how debts will be managed, and outline spousal support obligations in the event of divorce. By addressing these matters early, couples can sidestep potential conflicts later on, focusing instead on the shared commitment that defines a healthy marriage.
When working on a prenuptial agreement, I take the time to understand your goals, assets, and any particular concerns you may have—like protecting a family farm, safeguarding business interests, or preserving inheritance rights for children from a previous relationship. I then translate these concerns into clear, legally enforceable terms that respect both partners. If needed, I can collaborate with other professionals, such as financial planners or tax advisors, to ensure every aspect of your agreement is properly addressed. Ultimately, my mission is to help both parties feel protected, informed, and empowered, creating a firm foundation upon which you can build a rewarding life together.
Real Estate Documents
Real estate holdings—be they family homes, investment properties, or farmland—often constitute a major portion of an individual’s estate. Incorporating real estate documents into your estate plan ensures that ownership transitions smoothly, preventing confusion and disputes among heirs. These documents might include deeds that transfer property into a trust, life estate deeds that secure housing for a surviving spouse, or designations stipulating how a property should be divided among multiple beneficiaries.
At Legacy Law Firm, LLC, I begin by evaluating the nature of your real estate assets, including whether they’re used for personal, commercial, or agricultural purposes. I then create or review documents that align with your estate planning strategy, taking into account potential tax implications, local zoning laws, and your future ambitions for the property. In cases involving farmland, I pay special attention to preserving family traditions and business continuity, ensuring that your land remains a resource for future generations. By integrating real estate documents into a holistic plan, you safeguard not only bricks and mortar but also the personal, financial, and emotional ties that make a house or a piece of land truly meaningful.
Powers of Attorney
A power of attorney grants another person the legal authority to act on your behalf if you become unable to manage your affairs. This could encompass financial matters—like paying bills, handling bank transactions, and filing taxes—or healthcare decisions, such as consenting to treatments or selecting care facilities. In many ways, powers of attorney form the backbone of a thorough estate plan, addressing the “what ifs” that life can unexpectedly present.
When setting up a power of attorney, I help you decide whether you need separate financial and healthcare documents, or a single form that addresses both needs. We’ll also discuss the scope and duration of the powers granted—some clients prefer a limited, short-term arrangement, while others favor a more comprehensive, long-lasting appointment. Choosing a responsible and trustworthy individual is critical; after all, this person may be overseeing significant decisions during a period of vulnerability. Throughout this process, I’m available to answer questions about potential scenarios, legal responsibilities, and how to communicate your wishes effectively. By preparing these documents now, you ensure that your affairs remain well-managed and reflective of your values, even if life takes an unexpected turn.
FAQs
What is the difference between a will and a trust?
A will outlines how your assets will be distributed and can name guardians for any minor children. A trust, however, may help you avoid probate, minimize taxes, and maintain a greater level of privacy. Depending on your goals and the complexity of your estate, you may benefit from having both.
Do I really need a prenuptial agreement?
Prenuptial agreements are not just for high-value estates—they’re beneficial for anyone who wants to establish financial clarity or protect personal or family assets. I can help you decide if a prenuptial agreement is suitable for your situation and draft a document that reflects your unique goals.
What makes a power of attorney so important?
A power of attorney provides peace of mind by ensuring that someone you trust can make financial or medical decisions on your behalf if you become incapacitated. It prevents unnecessary delays in crucial decision-making and protects your best interests when you’re unable to advocate for yourself.
Still Have Questions? Reach Out to Legacy Law Firm, LLC
If you need further clarification on any legal matter or would like to discuss your unique situation, please don’t hesitate to contact my office. I’m here to listen, provide clear guidance, and advocate for your best interests. Let’s work together to find the most effective path forward for you, your family, or your business.
