Estate planning is the planning for the disposal of one's estate at the end of life. An estate consists of all property, both personal and real, owned by the individual prior to distribution. The purpose of an estate plan is to dispose of the assets in your estate at the end of your life in the manner and to whom you desire while at the same time taking into account and planning for the tax consequences of passing on those assets. Estate planning is more than a set of documents, it is an ongoing process that changes and evolves along with life changes. At Hoeft Law you will have a partner in this process and receive counsel on how best to articulate your wishes and desires as they evolve throughout your lifetime.

Common estate planning documents include the Will, Trusts (which can be revokable trusts or irrevocable trusts), Power of Attorney for Finances, Power of Attorney for Health Care, and Living Will. The planning and drafting of these documents involve decisions about who will be named beneficiaries of the estate, how best to hold title to real property and personal property so that it passes as intended to the beneficiaries, who will make decisions on your behalf (both financial and health related) should you become incapacitated, and who will be the guardians of your children. These are just a few of the important decisions involved in estate planning. Without these documents, Wisconsin state law will control how your estate is disposed of at the end of your life without regard to your personal desires or intentions.

At Hoeft Law the process of developing an estate plan is simplified by the use of technology. Through the Virtual Law Office Section of Hoeft Law you are able to login to your personal Client Page to fill out your estate planning intake questionnaire, upload documents to your client page for attorney review, download drafts of documents prepared by Hoeft Law, all on your schedule, be it day or night.

Wills

Fees will be quoted after the initial consultation and review of client provided information.

  • Will, single person

  • Will, married person

  • Will, married person without federal estate tax planning

  • Will, without federal estate tax planning, including trust for minor beneficiaries or business planning or disability planning

  • Will, without federal estate tax planning, including trust for person with disabilities or incompetent beneficiary

  • Will revision or update

Trusts

Fees will be quoted after the initial consultation and review of client provided information.

  • Revocable Trusts

  • Irrevocable Trusts

  • Special Needs Trusts

  • Testamentary Trusts

  • Life Insurance Irrevocable Trusts

Advance Directives

Fees will be quoted after the initial consultation and review of client provided information.

  • Living Will

  • Durable Power of Attorney Health Care

  • Durable Powr of Attorney Finances

  • Authorization for Final Disposition