I have been providing personalized estate and retirement planning for Southeastern Wisconsin residents since 1999. My practice is dedicated to estate planning and elder law. I believe estate planning needs to be done by an experienced professional. Doing-It-Yourself estate planning fails to meet this basic requirement. Worse, inadequate estate plans may leave you with a false sense of security by often failing to correctly and effectively handle all the important issues. Poor planning can lead to costly repair work, including legal proceedings and probate hearings. To encourage people to seek proper advice, I offer initial consultations which include the review of existing plans at no cost.
I serve my clients from 3 office locations:
If you are unable to visit one of these offices, meeting at your home, a nursing home, or the office of your financial advisor is also an option.