Wills, Trusts And Power Of Attorney Services

Planning for the future is at the heart of what we do at Brandau & Waltz Law Offices, LLP. An important aspect of our practice involves making arrangements that protect you, your family and your property.

Wills And Trusts Can Offer Peace Of Mind

Although you may trust your affairs to your spouse or other family members, there are many risks in failing to establish a legal will that clearly identifies to whom and how your estate should be distributed.

In Wisconsin and Minnesota, you are not required to have a will, and each state has guidelines and procedures for administering an estate if you die "intestate," that is, without a will. However, these processes may not account for your unique situation. If you have remarried, wish to distribute family heirlooms, have a large or complex estate, think your heirs may argue over the estate, have a child with special needs, or live with a partner but are not legally married, working with an attorney may be highly beneficial.

Listed below are some of the services we provide to help you plan for the future:

  • Testamentary trusts: These trusts can be written into a will. Essentially, the trust is a contract between you and a trustee to protect the beneficiary. In many cases, they are used to leave money to children who may not be mature enough to inherit large estates.
  • Simple wills: For many people going through family law issues like divorce or separation, it is especially important to make changes to wills and other documents outlining distribution of assets and final arrangements. It is vital to be sure your estate is distributed as you intend after a major life change.

Powers Of Attorney

It is prudent to plan for situations where you may be incapacitated due to injury or illness, especially if you have pre-existing conditions, work in a field that carries inherent injury risks or are reaching an age where it may be harder to manage affairs on your own. Power of attorney allows you to authorize a spouse, family member or friend to act on your behalf in your financial or medical affairs. You can authorize and restrict these powers however you see fit.

The following are a few common matters a power of attorney can help manage:

  • Working with Medicare, Social Security or other agencies that provide your benefits
  • Taking care of daily expenses and managing your bank accounts
  • Managing your mortgage and real estate
  • Working with insurance companies and managing your policies
  • Handling your taxes
  • Managing your finances, including your retirement and investments
  • Making medical decisions, if you are unable to do so

By taking the time to prepare now, you can eliminate the risk of having the court appoint a conservator or guardian to manage your finances in the future.

Our Lawyers Help You Plan For Tomorrow

Schedule a consultation at our La Crosse law office by calling 608-784-2050. You can also send us an email by completing our online contact form. Whether you live in La Crosse or one of the neighboring communities in Wisconsin or Minnesota, we provide straightforward advice tailored to your needs.