Protect Your Wealth With Skilled Guidance From Our Wisconsin Lawyer
Last updated on May 5, 2026
When you make plans for yourself, you must not only focus on your dreams but also on death. Whether you are an adult in your 20s or a parent with minor children, your estate plan should include a last will and testament and other key documents that align with your lifestyle, which may include a revocable or irrevocable trust, an advance directive and a durable power of attorney.
At Paul Anderson Legal, attorney Paul Anderson and his team in Stevens Point, Wisconsin, can sit down with you to assess your unique goals and offer you valuable advice regarding the preservation of your wealth, probate avoidance and protection against potential incapacity.
From our initial consultation, we will tailor an estate plan that is suitable for your needs, draft the documents and review them together, make any necessary changes or additions, and have a signing ceremony. No matter what your intentions for the future are, we will ensure that we guide you through it all.
Understanding The Key Benefits Of Wills And Trusts
No matter your age or financial status, you need to establish an estate plan that can safeguard your legacy and help you leave your last wishes authentically. The two most common legal documents that people create to achieve these goals, both for themselves and their families, are wills and trusts.
When you have a valid will, you can outline how you want your family to inherit your assets after you pass away. This includes listing your beneficiaries, appointing a trusted executor and naming guardians for your minor children. Since your document focuses on the things that matter most to you, you can also include donations to the charities you support.
When you establish a revocable living trust, you can separate legal ownership from beneficial ownership. Since you continue to manage your trust’s assets during your lifetime, you retain full control over these specific assets while minimizing your estate taxes and shielding your beneficiaries from creditors.
Frequently Asked Questions About Wills And Trusts In Wisconsin
Here are two usual questions about Wisconsin wills and trusts that our clients ask us.
What happens if someone dies without a will in Wisconsin?
When someone dies intestate in Wisconsin, the assets they owned at the time of their death will go through a court process called ‘intestate succession.’ In this legal procedure, the court will seek to distribute the probate assets according to the state’s intestacy laws.
Can a revocable living trust help avoid probate in Portage County?
Yes, it can. For instance, if you transferred your nonprobate assets to a trust, you will no longer own those specific assets. Because of this, you can effectively bypass probate and streamline your trust’s asset distribution process when you pass away.
For Caring Counsel On Your Estate Planning Goals, Call Our Wisconsin Firm Today
To schedule a consultation with our wills and trusts lawyer for matters involving your beneficiary designations, guardianship nomination, asset protection or estate plan, contact our office today at 715-861-1594 or send us a message through our contact form. We serve clients in Portage County, Wood County and Stevens Point, Wisconsin.