Question 1

What services does the company provide?

Accepted Answer

The company offers a range of estate planning services, including durable power of attorney, estate planning, real estate, special needs trusts, trusts, and wills. The attorney, Paul, serves residents in Brookfield, Wauwatosa, Milwaukee, and surrounding areas, and also offers virtual estate planning services.

Question 2

Why is estate planning important?

Accepted Answer

Estate planning is important because it allows you to have control over your finances and property after you become incapacitated or pass away. Without a plan in place, the court system may make decisions on your behalf, which may not align with your wishes. By having an estate plan, you can ensure that your loved ones and assets are protected.

Question 3

What are the benefits of having a will?

Accepted Answer

A will is essential if you have children or assets that you care about. It allows you to designate a guardian for your minor children and specify how your estate will be distributed after you die. Without a will, the court system will make these important decisions for you, which may not be in line with your wishes.

Question 4

How can a trust benefit me?

Accepted Answer

Trusts allow a third party, or trustee, to hold your assets on behalf of your designated beneficiaries. Trusts usually avoid probate, which can be a lengthy and complex process. By using a trust, your beneficiaries can gain control of your assets much quicker than going through probate court.

Question 5

What makes the company's services unique?

Accepted Answer

The company's estate planning services are tailored to the specific needs of residents in Brookfield, Wauwatosa, Milwaukee, and surrounding areas. The attorney, Paul, works closely with financial professionals to help families of all sizes and types plan for the future, allowing them to enjoy the present.

Paul Margerie Estate Planning Attorney

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About Paul Margerie Estate Planning Attorney

Frequently Asked Questions about Paul Margerie Estate Planning Attorney

What services does the company provide?

Why is estate planning important?

What are the benefits of having a will?

How can a trust benefit me?

What makes the company's services unique?

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