Estate Planning

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Estate Planning Advice You Can Trust

Schmidt & Schmidt, S.C. — Wausau, Wisconsin

No matter what your estate consists of, something is going to happen to your assets and property once you've gone. Will the government take it? Are your family members going to fight over it? Will there even be anything left if you become ill or have to live in a nursing home?

Careful estate planning today can ensure that there is something left, that it will go where you want it to, and that you'll have the peace of mind you want until that day comes.

Estate Planning is More Than Just "Trusts"

At Schmidt & Schmidt, our lawyers have been counseling clients and providing legal advice on how to live comfortably, preserve assets and how to pass assets on to our loved ones without using the probate court ever since our family-owned firm was founded 88 years ago. As a firm, we provide a comprehensive range of essential estate planning services to families, individuals and business owners in the Wausau area and throughout North Central Wisconsin. These include:

  • Will and trust instruments
  • Special needs trust
  • Leveraging of assets for long-term care
  • Medical planning and asset protection
  • Life estates and remainder interests
  • Joint tenancy right of survivorship
  • Gift giving and estate tax planning
  • Family limited partnership (FLP) succession plans
  • Elder law
  • Health Care Power of Attorney or Advance health care directives or
  • Durable Power of Attorney or Advance financial directives or

The estate planning tools that are going to be right for you, for your needs and goals are not going to be found on the Internet. Here, we'll talk to you at length about the goals you have and evaluate your financial situation — working with CPAs, investment specialists and tax advisors as needed — to develop the coordinated plan that will achieve them.

No individual or family can fit into a canned "estate planning" program. Please be prepared to discuss your current financial position and your desires for your estate. Client interviews are very productive when a client writes down their questions or concerns ahead of time. We look forward to your visit.

High-Quality Representation at an Affordable Cost
Call Our Wausau Office at 866-514-1627

For estate planning advice you can trust — call or e-mail our offices today to schedule a consultation. Weekend and evening times are available by appointment. We can also meet with you in your home, in a health care facility or in another setting, if necessary. Major credit cards are accepted.