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414-491-3283
7702 W. Mequon Road, Suite 300 Mequon, WI 53097
About
Services
Estate Planning
Estate Planning Questionnaire
Escrow Services
Real Estate
Probate
The Real Cost of Probate
Marital Property Agreements
Trust Administration
Business Formation
Resources
Media
Contact
About
Services
Estate Planning
Estate Planning Questionnaire
Escrow Services
Real Estate
Probate
The Real Cost of Probate
Marital Property Agreements
Trust Administration
Business Formation
Resources
Media
Contact
Latest News & Blog Posts
Stay informed with Wisconsin estate-planning articles, updates, and resources from the Law Office of David Watson, LLC and other industry leaders.
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Durable Powers of Attorney
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Trusts
Wills
The 8 Biggest Mistakes People Make With A Power Of Attorney
Creating a POA is one of the most important documents you'll ever do, but people...
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The Biggest Mistakes People Make In Their Wills
Avoid these costly legal and financial problems for your family's sake.
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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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Lay the foundation today to fully secure your family’s tomorrow! Free consultations and flat rates for most plans.
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2021 Biden Estate, Gift and Generation-Skipping Transfer Tax Plan
Biden Plan Estate Planning Advisory for 2021 (natlawreview.com) Overview of Biden’s Estate, Gift, and...
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Crossroads Coming in Estate Planning
“Your estate plan needs to be structured to achieve the results you want under today’s...
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Stop Procrastinating and Get a Plan Started Today
Great points in this short article. “An estate plan is the best love letter you...
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Reasons to form an Irrevocable Trust
The major reasons for wanting to form an irrevocable trust. As the article states, caution...
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Lessons from Celebrity Estates
Great questions to think about: Does your Will match your wealth transfer wishes? Are your...
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Vacations Gone Bad
Vacations Gone Bad How Delegating Parental Powers Can Be Critical With summer vacation time upon...
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Reasons Why A Revocable Trust May Not Be Right For You
A Living Trust is an excellent estate planning option for many people. The idea...
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2020 Estate Planning and Wills Study
The data according to Caring.com shows that “a majority of people believe estate planning is...
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Making a Will is a Necessity
Doing nothing may be disastrous according to your state’s intestacy laws. See what may happen...
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“Pandemic” or “Panicdemic”?
Oh my, how things can change in a matter of a few days. Only a...
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Summary of the CARES Act Provisions
An excellent summary of the CARES Act provisions. Small business owners should review and inquire...
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Mistakes made when naming your Beneficiary of any Life Insurance, IRA, Annuity or 401k Plan(Avoid These Errors)
A beneficiary is the person or persons designated to receive the benefit of any life...
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Kobe Bryant’s Death & the Art of Procrastinating
Father Time is Undefeated The death of Kobe Bryant is a real shock. Someone who...
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Catch My Morning Blend Segment
In this segment, I talk about estate planning, why it is important for women to...
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The Importance of Both Spouses Being Involved in Financial Matters
“Both spouses need to know basic things about family finances, no matter who handles bills...
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Secure Act and How It Severley Affects Your Estate Plan
In regard to estate planning and IRA’s, this is a game-changer as non-spousal beneficiaries will...
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A Deal Too Good To Be True! Act Now!
Commit to Planning now and receive the best planning at the best prices of the...
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