HBS offers comprehensive estate planning, and will prepare all the necessary documents to guide families through the probate process after the death of a loved one. For families just starting out, HBS will prepare marital property and domestic partnership agreements. For later stages of family life, HBS advises individuals on the sale and purchase of real estate.
Changes in life happen. We understand this and offer comprehensive estate planning services. Your estate represents your life’s work and your legacy to friends, family and charities. We understand that there is value in this far greater than any monetary amount. We will listen to your questions, concerns, and, most importantly, your goals.
We provide the documents appropriate for your situation including: Wills, Revocable Trusts, Irrevocable Trusts, Special Needs Planning and/or any one of a variety of Charitable Trusts. We also prepare Health Care Powers of Attorney and Financial Powers of Attorney to ensure proper care in the event of incapacity.
Domestic partners face special problems and concerns when it comes to estate planning, health care decision making and property management issues. We help our clients address those issues and navigate around those problems so that their estate plans can be implemented effectively and efficiently.
As baby boomers age and their parents live longer, the field of elder law has continued to expand to meet the legal needs of this growing population. But what exactly is elder law, and why do you need to know about it?
In its broadest sense, elder law is the specialized field of law that addresses the diverse legal needs of aging baby boomers and their elderly parents. These needs may include:
- Disability Planning
- Estate Planning
- Heath Care Agent Selection and Process
- Financial Agent Selection and Process
- Provisions for grandchildren
- Long-Term Care Insurance
- Long-Term Care Planning
- Medical Directives
- Nursing Home Issues
- Retirement Living
- Retirement Planning
- Probate and Trust Administration
As you can see, the legal needs are quite diverse. This is why it will be important for you or your family to seek out an elder law attorney when you need assistance with an elder law opportunity or problem.
For a copy of the Wisconsin Department of Agriculture, Trade and Consumer Protection’s The Wisconsin Senior Guide, a very good resource showing how to keep personal information secure and to protect against scams against the elderly, please click here.
Not every estate goes through probate, but the probate process continues to be the most common method to transfer ownership of property after the death of the estate owner. It’s a confusing and often daunting process at a time when your family is least able to address the numerous legal details. The probate process requires record keeping, preparation of tax returns, preparation and filing of reports with the probate court, compliance with the terms of the decedent’s will, as well as compliance with Wisconsin law. We will guide you through it all.