What We Do
Our estate planning clients range from newly married couples interested in properly planning for an unforeseen circumstance, to persons of considerable wealth who are interested in discussing sophisticated tax…
Retirement planning often must be coordinated with our clients’ estate planning. We are frequently asked to provide estimates of anticipated retirement account balance accumulations under varying…
We provide guidance with respect to business interests you may own or control. Business succession strategies, which often require coordination with the business owner’s estate plan. Implementing a Buy-Sell…
Why Choose Us?
We restrict our practice to these 3 highly specialized areas of the law to provide a focus not typically available from a general practitioner, and most often provided by larger law firms only at significantly greater cost. Estate Planning, Retirement Planning, and Business Planning.
Convenient Mequon Location
Minutes from Hwy 43 and Mequon Rd.
1001 W. Glen Oaks Lane