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Customized Estate Planning and Wealth Preservation for Your Future and the Future of Your Loved Ones

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        You have worked hard all your life to build your estate, but you may not be sure of the best way to pass your assets, business, and personal property to your loved ones. You may also be facing some common concerns too many families, which may be complicating the planning process, such as paying for nursing home care while preserving assets for the spouse at home. As an estate planning law firm, we are dedicated to developing comprehensive estate plans, including wills and trusts, that integrate estate planning, asset protection, long-term care planning, and elder law related issues. We take a client-centered approach to provide the highest value to our clients through uniquely crafted personalized plans. We work hard to ensure our clients are fully informed of their planning options, while counseling them through these important decisions. When a loved one passes away in Wisconsin, we represent heirs, beneficiaries, family members and corporate fiduciaries in every step of the probate or trust administration, with the utmost compassion and understanding.


        In addition to creating customized wills and trusts, we guide our clients through the process of creating durable powers of attorney and healthcare documents, such as health care power of attorneys, living wills, and HIPAA authorizations. This allows our clients to outline their wishes in advance of a problem and will usually keep the family out of an expensive and troublesome guardianship proceeding. By guiding our clients through proper disability planning, they are able to decide for themselves who they would like to name as an agent to act on their behalf if they become incapacitated, rather than a judge in a courtroom.

        Because our firm intentionally focuses on just a few key areas of the law, we bring the capabilities and expertise of a large firm, but the personalized attention of a small firm. We strive to establish long-term, personalized relationships with all our clients.

        Heritage Law Firm, LLC serves Northeast Wisconsin, with office locations in Green Bay, Appleton, Shawano and New London. Our services focus exclusively on estate planning, disability planning, Medicaid and long-term care planning, wealth transfer planning, asset protection planning, and probate & estate administration. Please contact us for more information.

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