Estate Planning

Estate Planning at a glance:

  • Last Wills & Testaments
  • Revocable Living Trusts for estate planning
  • Marital Property Agreements (including Washington Will provisions)
  • Irrevocable Trusts (Medicaid Trusts / planning, Special or Supplemental Needs Trusts)
  • Trusts for Estate Tax Planning (Grantor Retained Annuity Trusts, Spousal Limited Access Trusts, Qualified Personal Residence Trusts, Irrevocable Life Insurance Trusts)
  • Trust Funding
  • Probate Avoidance (transfers on death, beneficiary designations, payable on death)
  • Health Care Powers of Attorney (living Will, advanced directives)
  • HIPAA Consent Forms
  • Durable Financial Powers of Attorney
  • Digital Asset Authorization Forms
  • Estate Administration and Probate
  • Trust Administration 
  • Estate and death tax planning
  • Gift tax planning
Estate Planning

Attorney Matthew D Brehmer, as a co-author of an Estate Planning book, has the knowledge and expierence to handle any estate planning matter, big or small. Attorney Brehmer starts with making sure your foundational estate planning documents are in place. This starts with learning what your wishes or objectives are. From there, Attorney Brehmer explains the differences of a Will versus a Trust and together we make a decision on what route is best for you and will help accomplish your goals. After that, Attorney Brehmer will advise you on your powers of attorney, in the event you ever become incapacitated, and also on probate avoidance, so that your assets have a smooth transition to your family after you pass away, all while maximizing the transfer of your wealth. 

If your situation is more complex, Attorney Brehmer can help. Whether it is more complex because you are looking at protecting your assets from the nursing home or doing long-term care planning, or if you or a family member are in need of a supplemental needs trust, or if you have accumulated substantial wealth and want to explore ways to reduce the estate tax or gift tax impact on your assets. There are a number of options when it comes to putting together a client’s entire estate plan. Attorney Brehmer can guide you through this process and when you are done, give you the peace of mind you’ve been looking for. If you’d like to find out more, please contact our office today.

Estate Planning for you and your family.

Get In Touch

Brehmer Law LLC
117 W Wisconsin Ave
Neenah, WI 54956