Estate Planning

Be the hero in your family’s story.

Creating an estate plan today offers peace of mind knowing your estate will be properly handled in the future. A typical estate plan consists of several elements that when coordinated correctly can offer so many benefits:

  • provision for your immediate family
  • plan for incapacity
  • minimize expenses
  • expedite property to beneficiaries
  • reduce taxes on your estate
  • provide for an orderly business transition
  • benefit a worthy cause or favorite charity

Affordable and Transparent pricing helps you take the first step.

The thought of paperwork and legal fees can be barrier to the important task of establishing an estate plan. For convenience, most estate-planning services include an affordable, flat rate fee.

An advocate for your unique needs.

Estate planning begins with understanding your needs. At the Law Office of David Watson, David listens to your priorities then tailors a custom plan for you and your loved ones. And as your life, career, and family grow, he partners with you to help maintain your growing legacy.

Read More

Learn more about Estate Planning with educational brochures from the State Bar of Wisconsin.

Your estate plan may include:

  • Will(s)
  • Trust(s)
  • Durable Powers of Attorney
  • Durable Power of Attorney for Health Care
  • Health Insurance Portability and
  • Accountability Act (HIPAA)
  • Disclosure(s)
  • Living Will(s)

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