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Estate Planning Through A
Will & A Trust
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.
About Elder Law Firm
 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.
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
Benefits Of Estate Planning
There are two methods through
which estate planning can be done:
 By Writing A Will
 By Creating A Trust
Methods Of Estate Planning
 “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.
Will & Trust
 Assets
 Power Of Attorney
 Legal heirs
 Nominee
 Guardian
Important Terms Used In estate
Planning
Elder Law Center Of Wisconsin
Address:
125 N. Executive Drive, Suite 210,
Brookfield, WI, 53005
Website:
https://www.elderlawcenterofwisconsin.com
Phone:
(262) 812-6262
Email:
info@elderlawcenterwi.com
Fax:
(480) 969-0079
Toll Free:
(866) 865-3306
Social Media Channels
https://www.facebook.com/elderlawwisconsin/
https://plus.google.com/+ElderLawCenterOfWisconsin
http://www.linkedin.com/in/ryanzenk

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Estate planning through a will & a trust

  • 1. Estate Planning Through A Will & A Trust
  • 2. 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. About Elder Law Firm
  • 3.  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. Estate Planning
  • 4.  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 Benefits Of Estate Planning
  • 5. There are two methods through which estate planning can be done:  By Writing A Will  By Creating A Trust Methods Of Estate Planning
  • 6.  “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. Will & Trust
  • 7.  Assets  Power Of Attorney  Legal heirs  Nominee  Guardian Important Terms Used In estate Planning
  • 8. Elder Law Center Of Wisconsin Address: 125 N. Executive Drive, Suite 210, Brookfield, WI, 53005 Website: https://www.elderlawcenterofwisconsin.com Phone: (262) 812-6262 Email: info@elderlawcenterwi.com Fax: (480) 969-0079 Toll Free: (866) 865-3306