Angermeier & Rogers, LLP is a 30-year-old, AV-rated firm (highest ethics, highest ability) that has been providing personalized estate planning services in
Southeastern Wisconsin since 1995. Utilizing our experience, leadership, and the most effective estate planning tools available, we listen carefully to the needs of our clients to provide estate plans that are not only technically correct, but work well in the real world. The plans we design for our clients address their unique objectives and when implemented, they work as intended.
Using our comprehensive, client-centered approach, we take the time to understand your hopes, dreams, values and goals. By doing so, we help you secure the best quality of life today, the highest standard of care for tomorrow, and the greatest benefits for your loved ones in the future.
“At the core of any estate plan is a family. Everything else branches off from that.”
You’ve spent your life building a stable foundation for your family’s security and happiness. But have you spent enough time considering what may happen to that solid foundation when you’re no longer around or not well enough to make your own decisions?
Angermeier & Rogers, LLP is a boutique law practice focusing in estate planning, wills and trusts, and retirement asset planning and protection. We also help ensure your wishes are honored in the event of medical incapacitation or disability whether you stay in your home or require placement in an assisted living facility, nursing home, or other long-term care facility.
Estate planning laws are extremely complex and change nearly every year. Even if you think you have all of your bases covered, chances are you may still be leaving an expensive problem for your family to fix after the fact. Our goal is to do everything possible to protect you, your loved ones and your business interests.
Wealth is not a measure of your accumulated material possessions. Let the wealth you leave behind be a record of your heritage, your devotion to family and your place in the community.
I want to control my property while I am alive, take care of myself and my loved ones if I become disabled, and give what I have to whom I want, the way I want, and when I want. Furthermore, if I can, I want to save every last tax dollar, professional fee and court cost legally possible.
Our attorneys have been serving Milwaukee and Southeast Wisconsin since 1995. With offices in Brookfield, Cedarburg and the heart of Downtown Milwaukee, we are nearby no matter where you live in Milwaukee, Waukesha, or Ozaukee County, or other areas of Southeastern Wisconsin. We use our decades of combined experience in the field of estate law, the most effective planning tools available, and a careful understanding of our clients’ needs and wishes to create a plan which is both technically sound as well as practical in the real world.
Using our comprehensive, client-centered approach, we take the time to understand your concerns, values and goals. Through this understanding, we help you secure the best quality of life today, the highest standard of care for tomorrow, and the greatest benefits for your loved ones in the future. Continue Reading About Our Philosophy >
We look forward to meeting with you to discuss how thorough estate planning will benefit your family.
Angermeier & Rogers, LLP has provided quality, personalized estate planning services for over seventeen years.
Comprehensive estate planning involves three main pillars: incapacity planning, wealth transfer planning, and beneficiary asset protection planning. To us, the definition of estate planning is summed up by legal protections which grant the following:
Good estate planning is a team effort. We welcome the active involvement of your current brokers, financial advisors, accountants, and insurance professionals. We will work closely with your other advisors to ensure your interests are served.
401 East Kilbourn, Suite 400
Milwaukee, WI 53202
200 S. Executive Dr. #101
Brookfield, WI 53005
7269 State Hwy 60
Cedarburg, WI 53012
It’s one thing to have an estate plan; it’s another to be secure in its proper execution. Even if you have met with another estate planning attorney, ask yourself the following questions:
When you left their office…
The estate planning attorneys at Angermeier & Rogers, LLP will review your existing plan with you to determine if it is legally viable, if it is practical in application, and to identify any potential pitfalls which may blindside you or your loved ones.
Your estate should reflect your values as a person and not simply act as a funnel for inheritance. Your plan should enhance the lives of your loved ones and motivate and inspire each of your beneficiaries, whether they are individuals, organizations or causes you wish to support.
When it comes to the security and protection of your family and legacy, your plan must be legally sound and effective in the real world.
We provide estate planning services for a flat fee based upon your circumstances. We will never nickel-and-dime you with extra charges for phone calls, emails or follow-up consultations. We are always on hand for your important estate planning questions.
Beware of “do-it-yourself” estate planning. An estate plan must fit your unique circumstances and the circumstances of those that you care about. “Do-it-yourself” estate planning like Internet fill in forms or off-the-shelf software is a recipe for disaster. Would you use a self-help guide for heart surgery and then perform the surgery on yourself? The importance of your estate plan should not be underestimated. Your estate plan is about everything you own and everyone you love, including you! As experienced estate planners, we will guide you to the legally correct and most effective tools to meet your needs. We do this after taking the time to listen to you first. In most circumstances you will have two or more ways to accomplish a particular goal. One size does not fit all in the world of estate planning. We can provide the knowledge and experience to help you make the best choices for you and your family.