Seek professional guidance when navigating the complexities of probate and estate planning. It is important to start planning early and create a comprehensive estate plan that includes a will, power of attorney, healthcare directives, and potentially trusts. The plan should be reviewed regularly and updated to account for changes, ensure it aligns with goals and laws, and avoid potential taxes and conflicts.

1. KEY POINTS TO CONSIDER
WHEN NAVIGATING THE
COMPLEXITIES OF PROBATE
AND ESTATE PLANNING.

2. Next Page
Start early:
It is never too early to start planning your
estate. The earlier you begin the process, the
more time you have to make informed
decisions and update your plan as needed.

3. Seek professional
guidance
It is essential to consult with professionals, such
as attorney for estate planning in Wisconsin
who can guide you through the process and
ensure that your plan aligns with your goals
and the applicable laws.

4. Create a
comprehensive plan
A well-rounded estate plan should include
a will, power of attorney, healthcare
directives, and potentially trusts.

5. Consider the
impact of taxes:
Estate taxes can significantly impact the value
of your assets and the amount your
beneficiaries receive.

6. Review and update
regularly:
It is crucial to review your plan
periodically and update it as needed.
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7. Communicate with
your loved ones:
Openly discussing your estate plan with your
loved ones can help avoid confusion and
potential conflicts.

8. OUR CONTACT
INFORMATION
(262) 812-6262
www.elderlawcenterofwisconsin.com
paralegal@elcwi.com

9. THANK YOU