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Estate Planning Attorney in Milwaukee, WI
Margerie Law is a dedicated estate planning practice committed to helping families protect their assets and preserve their legacies. With a focus on personalized service, we guide clients through the complexities of wills, trusts, durable powers of attorney, and special needs trusts, ensuring their wishes are honored and loved ones are protected. Our team works closely with financial professionals to create tailored solutions for families of all sizes, emphasizing clarity, control, and peace of mind. Established with a deep understanding of the emotional and legal challenges families face, we prioritize transparency, expertise, and compassionate support.Our virtual services extend accessibility to clients across Wisconsin, combining convenience with professional excellence. By avoiding probate and addressing tax implications, we empower clients to make informed decisions about their futures. Our commitment to ongoing education and community engagement underscores our role as trusted advisors in estate planning.
Services
Estate Planning
Wills
Trusts
Durable Power of Attorney
Special Needs Trusts
Highlights and features
- We offer over 20 years of experience in estate planning and asset protection.
- Our tailored 6-step Family Protection Plan ensures comprehensive legacy preservation.
- We provide virtual consultations for Wisconsin residents' convenience.
- Our team prioritizes personalized service, working closely with financial professionals.
- We guarantee clear, jargon-free explanations of complex estate planning concepts.
What people say
Exceptional attention to detail
Extremely knowledgeable professionals
Patient and thorough explanations
Fantastic customer service
Highly recommend services
Services
Estate Planning
Our estate planning services create comprehensive strategies to protect assets and ensure your wishes are honored. We help families in Milwaukee and surrounding areas navigate wills, trusts, and probate avoidance while addressing tax implications. Clients receive personalized guidance to secure their family's financial future through legally sound documentation tailored to their unique circumstances.
Wills
We draft legally binding wills that clearly define asset distribution and guardianship for minor children. Our attorneys ensure your final wishes are documented properly to prevent court intervention. Clients receive detailed explanations about probate processes and how to protect their loved ones through properly executed wills.
Trusts
Trust creation services help clients avoid probate and maintain privacy about asset distribution. We specialize in revocable and irrevocable trusts that provide tax benefits while ensuring smooth asset transfer. Our team explains complex trust structures in simple terms to help clients make informed decisions about their estate planning needs.
Durable Power of Attorney
We establish durable powers of attorney to ensure clients' financial affairs remain protected during incapacity. Our documents grant trusted agents legal authority to manage assets while maintaining compliance with Wisconsin regulations. Clients receive clear guidance about selecting appropriate representatives and defining their decision-making scope.
Special Needs Trusts
Our special needs trust creation protects government benefit eligibility while providing additional financial support. We help families structure first-party and third-party trusts that meet legal requirements. The process includes detailed explanations about trust management and how funds can be used to enhance beneficiaries' quality of life.
People
Paul Margerie
Estate Planning Attorney
Paul Margerie is a Wisconsin estate planning attorney with over 20 years of experience. He graduated from UW-Madison Law School in 2000 and specializes in creating customized estate plans for families. His practice focuses on protecting assets while maintaining family harmony through comprehensive legal strategies.
Questions
What happens if I die without a will in Wisconsin?
Your assets will be distributed according to state law, potentially leaving decisions about guardianship and property distribution to the court system.
How can trusts help avoid probate?
Properly funded trusts allow assets to transfer directly to beneficiaries without court involvement, saving time and maintaining privacy.
What's the difference between a will and a living trust?
Wills require probate while properly funded living trusts avoid this process, allowing faster asset distribution with greater privacy.
Can I create an estate plan virtually?
Yes, we offer secure virtual consultations for Wisconsin residents to create comprehensive estate plans from any location.
How do special needs trusts protect government benefits?
These trusts maintain eligibility for public assistance programs while providing supplemental financial support for individuals with disabilities.
What is a durable power of attorney?
This legal document grants a trusted individual authority to manage your financial affairs if you become incapacitated.
