Estate Planning in Wisconsin What You Need to Know
                     Estate Planning in
Wisconsin: What
You Need to Know
PROTECT YOUR LEGACY. PREPARE YOUR FUTURE.
What Is Estate Planning?
• A process of legally arranging your assets, wishes, and healthcare decisions.
• Ensures your loved ones are protected and your wishes honored.
• Avoids family disputes and unnecessary court involvement.
Why Estate Planning Matters 
in Wisconsin?
• Wisconsin is a marital property state, which affects how assets are split.
• Without a plan, state laws decide who gets what.
• Probate can be lengthy and costly without proper documentation.
Key Estate Planning Documents
• Will – Directs asset distribution.
• Trust – Avoids probate and protects assets.
• Power of Attorney – Appoints someone to make financial/legal decisions.
• Healthcare Directive – Outlines your medical preferences.
Forgetting to
name or update
beneficiaries.
Not updating your Not planning for 
will after major life long
changes. term care costs or
taxes.
Common
Mistakes to
Avoid
Role of an Estate Planning Attorney
• Guides you through legal processes.
• Ensures your documents meet Wisconsin-specific laws.
• Helps protect assets and minimize tax burdens.
Who Needs Estate Planning?
• Homeowners
• Parents of minor children
• Business owners
• Anyone with assets or healthcare preferences
Take Action • Start with a consultation.
• Review your financial and family situation.
• Work with a trusted Wisconsin estate planning attorney.
Today
Final Thoughts
Estate planning isn't just for the wealthy—it's for everyone.
 Prepare today to protect your tomorrow.
(262) 812-6262
www.elderlawcenterofwisconsin.com
[email protected]
125 N. Executive Drive, Suite 210, 
Brookfield, WI, 53005
Thank
You!