1 / 16

Elder Law Center of Wisconsin

The Elder Law Firm have more than 25 years combined experience in addressing the specialized needs of elders, people with disabilities, and their families. We can work with you on: Will, Probate, Estate Planning and Trust. Contact our Elder Law firm Attorney for a free consultation.

lawcenterwi
Download Presentation

Elder Law Center of Wisconsin

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Elder Law Center of Wisconsin

  2. Elder Law firm located in Wisconsin are familiar with the legal affairs of elderly individual and their Families. For over the past 25 years, our firm has been successfully helping families and business owners plan for their future. Our practice is based on a collaborative approach which values and requires the integration of our client’s multiple professional advisors, namely CPAs and Attorneys, to ensure the successful implementation of client’s taxes, legal and financial planning. About Us

  3. Estate Planning • Will • Trust • Medicaid Planning • Nursing Home Costs • Guardianship • Special Needs Planning Our Services

  4. Wills are a very simple tool and often very inexpensive to set up initially.  ALL assets passing through the Wills will go through the probate process. The probate process in the State of Wisconsin usually takes 10 to 13 months and typically costs 3% to 5% of the gross value of assets. Will

  5. Estate Planning Estate planning is not about how much money you have, it’s about protecting what you have during your life and for those you love after you are gone. It ensures what you have is received by the people you love, when you want, and the way you want. Most confusion in estate planning comes from not knowing where to get good information on options.

  6. Trust Asset protection trusts, are not as restrictive as tax planning trusts. They ensure the grantor is able to protect his assets from liabilities during his lifetime, from lawsuits, nursing homes, or other predators and creditors. Tax planning trusts, asset protection trusts, can allow the grantor to retain full control of their assets and even retain the right to change the beneficiary and the timing, manner, or method of distribution.

  7. Medicaid Planning Medicaid Planning can be different things to different people. It involves planning for Medicaid qualification without first going broke. There are multiple legal options, many of which are not intuitive nor widely known. Another goal of many is to legally protect assets from attachment by the government within the confines of federal and state laws.

  8. W. Ryan Zenk • Tara Day • Melissa D. Robe • Barbara Horst Meyer • Elyse Shaw Our Team Members

  9. Ryan Zenk is a practicing Attorney with Elder Law Center located in Wisconsin. He is a Certified Financial Planner and the Chief Executive Officer and founder of the investment advisory firm FamilyWealth Advisors, and Co-founder of Veteran’s Benefits, Inc. Mr. Zenkis the author of Your Life Your Legacy – a Book on Estate Planning. He is member of the National Academy of Elder Law Attorneys, The Probate and Trust division of the Wisconsin Bar, The Elder Law Committee of the Wisconsin Bar and the Milwaukee Bar Association. W. Ryan Zenk

  10. Melissa Robe is an associate attorney and She has a background in estate planning, estate and trust administration, probate, tax & business law.   Melissa D. Robe

  11. Tara is an Elder Law Paralegal that has been working with Elder Law Center of Wisconsin, LLC. Tara Day

  12. Elyse Shaw Elyse is a Certified Advance Practice Social Worker and is a Professional level Member of the Aging Life Care Association (ALCA). She has personal and professional experience in working with patients who are diagnosed with advanced dementia while providing comprehensive advocacy and education to their care givers.  

  13. Barbara is a past member of the Board of Directors of the Southeastern Wisconsin End of Life Coalition, Interfaith Caregivers of Washington County and Supportive Community Services, Inc. in Milwaukee. She launched the Senior Planning Group as the first and only Life-care Planning Firm in Wisconsin. For 16 years, she has assisted families whose loved ones either have had an acute health care change or have a chronic health care need. Barbara Horst Meyer

  14. Our Plannings • Traditional Planning • Modern planning • Medicaid Planning • Asset protection planning • Business succession planning • Advanced tax planning

  15. Contact Us Address: 125 N. Executive Drive, Suite 210,  Brookfield, WI, 53005 Website: http://www.elderlawcenterofwisconsin.com Phone: (262) 812-6262 Toll Free: (866) 865-3306 Fax: (480) 969-0079 Email: info@elderlawcenterwi.com

  16. Social Media Channels https://www.facebook.com/ElderLawCenterOfWisconsin https://twitter.com/elderlawcarewi https://plus.google.com/+ElderLawCenterOfWisconsin

More Related