Estate Planning and Probate

For Reedsburg and Sauk City estate planning, call our firm

Estate planning and probate needs can require complex services and specialized expertise. Working with our firm ensures that you get the legal documents you need to protect and guide your loved ones on how to take care of you and respect your final wishes or honor a loved one's memory.

Estate Planning and Probate

Estate Planning
Planning your estate can be a challenging task. By taking the time to thoughtfully create an estate plan, you can identify those persons who will receive your property when you are gone. Your plan may provide for your loved ones and other individuals or charitable organizations. An estate plan, whether accomplished through a simple will or the use of more sophisticated trusts, serves as an essential guide for your representatives regarding the transfer of your property.

Probate (Estate administration)
When a loved one passes away, working through the legal process can seem overwhelming to you. The most immediate task is to focus on making the funeral or service preparations and to honor your loved one’s life. When you are ready, LaRowe Gerlach Taggart LLP will guide you through the process with compassion and careful attention to your specific needs.

Trust Administration
In Wisconsin, trustees are held to high standards regarding their fiduciary duties. Both individual and corporate trustees may need to seek legal guidance from time to time. If you have questions about the requirements and duties involved in accepting a trustee position or if you are concerned about making certain decisions, LaRowe Gerlach Taggart LLP can help guide you to ensure that you make the correct choice.

Guardianships
Guardians are created to assist individuals who a court determines are unable to take care of themselves (sometimes referred to as a “protected person” or “ward”). A guardian is appointed to make decisions for the protected person regarding general care and day-to-day needs. For example, the guardian may choose the type of support, health care, and education that the protected person will receive as well as where the person will live.

Conservatorships
Conservators are similar to guardians in that they are appointed by a court following a determination of incapacity. A conservator is appointed to make financial decisions for the protected person. The conservator typically has the power to contract, pay bills, invest assets, and perform other financial functions for the protected person. However, these powers can be limited depending upon the capacity level of the protected person. Creating a trust and naming a trustee is one way to avoid a court appointed conservator.

Services we provide:
     Simple Wills
     Revocable Trusts
     Disclaimer Wills
     Irrevocable Trusts
     Health Care Directives
     Powers of Attorney
     Charitable Trusts
     Supplemental Needs Trusts
     Antenuptial Agreements
     Postnuptial Agreements

Links
Wisconsin Forward Health Medicaid Home Page: http://www.dhs.wisconsin.gov/medicaid/
U.S. Department of Health & Human Services: http://www.hhs.gov/ 
U.S. Social Security Administration: http://www.ssa.gov/ 
Internal Revenue Service: http://www.irs.gov/ 
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