Estate planning is about more than minimizing taxes and allocating assets. With guidance, estate planning offers a vision for securing your family’s prosperity, security, and legacy.

Estate Planning

Develop or update a plan tailored specifically for you and your loved ones, including wills, durable powers of attorney, and more.

Real Estate

Review sale agreements, disclosures, negotiate, and coordinate key transaction elements for smooth and protected closings of residential sales.

Probate

Guidance for the executor or administrator to navigate the various duties in the probate process.

Start building a legacy in just 3 minutes!

Whether you’re making initial estate plans or updating existing documents, our brief online worksheet is a great tool to help build a more secure future—in just minutes! The Law Office of David Watson will contact you for a free review.

The Power of Planning

Estate planning today can ease transitions later in life and offer the gift of peace of mind to family and loved ones. The Law Office of David Watson, LLC provides comprehensive and individualized estate-planning services for all stages and phases of life. David listens to your goals and priorities and offers a range of estate-planning services, including trusts, wills, living wills, durable powers of attorney, and other plans to meet your goals. And for convenience and transparency, many estate-planning services are provided at a flat rate.

Build a Lasting Legacy

Estate planning safeguards your future and even more importantly, helps build an enduring legacy of what matters to you. Whether it’s minimizing federal estate and gift taxes, ensuring the orderly transition of a family business, or providing for the needs of future generations, David designs custom approaches to protect the assets you’ve worked hard to build.

Testimonials

Through a mutual friend, I was introduced to David Watson and he has been a lifesaver for me. He took knowledgeable control of my situation and, in all honesty, saved me from despair. I know going forward, should I have questions or need advice and assistance, it is David I will contact.

JoAnne
Mequon

I’ve had the pleasure of working with David for some time now, and I’ve had nothing but positive experiences whenever I’ve had a client in need. The feedback that I have received for recommending David has been absolutely phenomenal, and I would strongly advocate anyone to sit down and chat with him!

Kenny
Grafton

We were extremely pleased with the estate planning David Watson did for us. He handled all aspects in a straightforward, understandable way, and clearly outlined our options so that we could make appropriate decisions. His expertise in estate planning, and pleasant demeanor were greatly appreciated!

Kevin & Patti
Milwaukee

Resources

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The Importance of Having a Professionally Drafted Plan

This case shows the importance of having a Will and your estate documents professionally drafted....
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Proposed 99.5% Act and STEP Act

A few excellent examples provided in this article between the current policies and what would...
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