Estate Planning

 

Planning for your future doesn’t have to be difficult. Let our organization guide you through the steps of designing your trust and keeping your legacy intact.

As a privately held, members-only estate planning services provider, we have over 30 years’ experience consulting and administering all of your legacy needs. We’ve serviced thousands of clients in the greater Milwaukee area, including neighboring counties like Waukesha, Racine, Kenosha, Ozaukee, and Washington. Whether it be quit claim deeds, inherited investments, or any other estate planning matters, we’ve got a representative that can help you. 

 

Is Estate Planning right for you? 

 

Without proper estate documents, state law will determine how your assets are distributed. 

Power of Attorney documents let your spouse or family make medical or financial decisions for you in the event you are unable. 

A Living Trust transfers assets without the need for probate. A Will is not private when entered into court and can be contested. 

 

Linked below is a PDF that explains the various documents that are necessary for a proper estate plan:  

Contact Steinbrenner Financial Group at 414-266-1900 for a free consultation, or fill out the form HERE.