Estate, 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 PLANNING
Our 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 client’s particular situation.

BUSINESS PLANNING
Planning 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.

 

 


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