Milwaukee Estate Planning Firm
There may be many estate planning attorneys in Milwaukee to choose from. We believe it will be helpful for you to know what makes us different from others you may choose.
Our services cover a variety of estate planning elements. Whether you're searching for a secure investment plan, or writing a will for when after you're gone, we at Angermeier & Rogers will guide you every step of the way.
Our practice areas include:
- Medicaid/Long-Term Care Planning
- Probate & Trust Administration
- Wills & Trusts
- Retirement Asset/Planning Protection
We are recognized as knowledgeable leaders in the field of estate planning, having served in leadership positions in estate planning organizations, having taught fellow lawyers and financial services professionals about estate planning, and having authored a number of estate planning books for consumers and professionals.
Free Initial Estate Planning Consultation
Our initial conferences on any estate planning subject are at no charge. This includes a review of your current estate plan. In most cases, during the initial meeting we can fully lay out your plan and tell you the charges for the work at the end of that meeting.
We Do Not Charge by the Hour
We used fixed fees not hourly rates to price our work. Because we do not work “by the hour”, you will feel you can call with questions, and when you are spending time with us at a conference, you will not feel a need to rush.
We Fund All of Our Trusts
If a revocable trust or other sort of trust is an appropriate planning tool for you, we will fund it. Funding a trust means re-titling your assets to the name of the trust or completing a beneficiary form to name your trust or others. The terms of a revocable trust apply only to assets that are funded into it. An unfunded trust can result in an unwanted probate proceeding.
Educated Clients = Happy Clients
We believe in educating our clients with understandable communications. How your estate plan works should not be “over your head”.
We are both estate planning attorneys and elder lawyers.
After your initial plan is complete we will do our best to stay in touch with you and we will invite you to come in from time to time to discuss possible updates to your plan.
What Clients are Saying About Us...
"This note is just to express my sincere appreciation to you and Attorney Rogers for all your help with establishing the trust. I am very pleased with the estate plan we have crafted. It bestows a certain unique peace of mind to have all that implemented. I will definitely recommend your services to anyone seeking to develop an estate plan. Thank you again." - Mark M.