Estate Planning Attorneys in Appleton, Wisconsin
The Expertise You Need ◊ The Personal Attention You Deserve
If you need to put a plan in place for the orderly distribution of assets or the care of your minor children after your death, you want an experienced lawyer to guide you through the process. Depending on your goals and the size of your estate, you may have a wide range of choices when preparing your estate plan. You want an attorney who fully understands your options and who will help you make decisions that are in the best interests of you and your loved ones.
At the law office of Bollenbeck, Wagener, Spaude & Fyfe, S.C., we bring considerable experience to individuals and families who seek assistance with estate planning. The founder of our firm began practice in Appleton, Wisconsin in 1953. With two partners with an LL.M in taxation, Richard Bollenbeck and Andrew Wagener handle all matters related to estate planning and administration for our firm.
We have intentionally kept our practice small so that you can work directly with one of our lawyers and so that we can respond quickly to your needs and concerns. For a private meeting, contact our office or call us at 920-735-1711.
Our Estate Planning Practice
We work with a broad range of clients, from farmers to small business owners, providing comprehensive counsel in the planning of an estate. First, we will carefully examine your current financial situation and help determine your objectives. In the process, we will identify ways that you can avoid or minimize exposure to the probate process. We will also look at any tax planning that will benefit your estate.
Next, we will help you understand the different tools available to meet your goals, including the use of wills and trusts, the re-titling of assets and the use of lifetime gifting strategies. Once you have determined the approach that best meets your needs, we will prepare and execute all the documents necessary to put your plan in place, including simple wills, trusts, powers of attorney, living wills and health care directives. We can help you implement revocable or irrevocable trusts, marital trusts, Crummey trusts (to make lifetime gifts to minor children) or real estate trusts. Your trust can include liquidated or non-liquidated assets and may include cash, stocks or other property.
Estate Administration
If you have been named as executor, administrator or personal representative of the estate of a loved one, attorney Andrew Wagener can help you meet the requirements of the probate court and successfully settle the estate.
Contact Us
To schedule a confidential consultation, contact us or call us at 920-735-1711. Our office is open from 8 am until 5 pm, Monday through Friday, and evenings and weekends upon special request.
