Estate Planning Through A Will & A Trust
                     Estate Planning Through A
 Will & A Trust
About Elder Law Firm
The only Elder Law Firm in Wisconsin Affiliated with a Life 
Care Planning Firm
Like a traditional estate and asset preservation 
plan, Elder Law services include the legal protection 
needed to safeguard assets, honor your loved one’s 
wishes and provide for your family members. 
Our services help you clearly define how your loved 
one’s long-term care, financial, physical and 
psychological needs will be met.
Estate Planning
 Estate planning is a 
process for legally 
organizing assets of 
person as per his/her 
wish, during and after 
the person life. Estate 
planning includes estate 
preservation, 
management and legacy.
Benefits Of Estate Planning
 Keep Your Children Out Of Child Protective 
Services
 Minimize Your Expenses
 Get Property To Loved Ones Quickly
 Save Your Family From The Difficult Decisions
 Reduce Taxes
Methods Of Estate Planning
There are two methods 
through which estate planning 
can be done:
 By Writing A Will
 By Creating A Trust
Will & Trust
 “Will" and “Trust," Both are 
useful estate planning devices 
that serve different purposes, 
and both can work together to 
create a complete estate plan.
 Trust can be used to plan for 
disability or to provide savings 
on taxes. 
 Will allows you to name a 
guardian for children and to 
specify funeral arrangements.
Important Terms Used In estate Planning
 Assets
 Power Of Attorney
 Legal heirs
 Nominee
 Guardian
Elder Law Center Of 
Wisconsin
Address:
125 N. Executive Drive, Suite 210, 
Brookfield, WI, 53005
Website:
https://www.elderlawcenterofwisconsin.com
Phone: Toll Free: Fax:
(262) 812- (866) 865- (480) 969-
6262 3306 0079
Email:
[email protected]
Social Media Channels
https://www.facebook.com/elderlawwisc
onsin/
https://plus.google.com/+ElderLawCenterOf
Wisconsin
http://www.linkedin.com/in/ryanzenk