retirement, and business planning are highly specialized areas of the
law. Failure to implement a plan that properly accounts for the often-sophisticated
and ever-changing rules that govern these areas may result in you not
accomplishing what you intend. To navigate these challenges, you need
someone who listens to you in order to understand what you are trying
to accomplish, and provides options which address your concerns and
objectives. You need a knowledgeable resource who can provide customized
options designed for your particular situation. Burns Law Offices, S.C.
was established to be that resource.
estate and retirement planning clients come to us with a variety of
needs. Some may request only that a simple will or medical directives
be prepared. Others may request an analysis of their existing retirement
account balance and account asset allocation, in order to gauge what
can be anticipated upon retirement. Still others need complex tax minimization
recommendations or assistance with implementing a highly customized
plan of distribution. No matter the level of complexity, our commitment
to all of our clients is the same to provide a high level of
service and planning which addresses each clients particular situation.
for ownership of a closely held business is frequently integrated into
our clients estate plans. Whether reviewing issues related to
establishing a new entity, implementing a shareholder agreement designed
to address business interest transfer objectives, or working with a
client to ultimately pass control of the business to his or her family
members, we pride ourselves on providing knowledgeable solutions which
are practical and cost effective.
CONVENIENT MEQUON LOCATION
In order to more conveniently serve our clients, our main office is located
in Mequon, Wisconsin, near the intersection of Mequon Road and Port Washington Road, providing easy on/off access to/from I43. We also have limited access to an additional meeting location in Pewaukee,
Wisconsin. A map and driving directions to the
Mequon location is available at the "Office Location"
tab on this web site.
We get a great
deal of gratification from the fact that our existing clients are frequently
our biggest advocates. Contact Burns Law Offices, S.C. soon to discuss
how we might help you implement initiatives designed to accomplish your
particular planning objectives.