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Moen Sheehan Meyer, Ltd.

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(800) 346-3457
(608) 784-8310

201 Main Street · Suite 700 · La Crosse, WI 54601

Estate Planning Questions?

Our La Crosse Estate Planning Lawyers are Here to Help

Moen Sheehan Meyer, Ltd, the second oldest law firm in the State of Wisconsin, has assisted our Coulee Region’s families and businesses with their wills, trusts, and joint property estate planning needs since 1853. Our La Crosse trust attorneys provide individualized attention, strategies, and options to ensure your personal and business assets go to your intended beneficiaries.

Our lawyers have over 150 years experience to help you prevent squabbling between your heirs, and financial confusion after your death. Attorneys include:

We work to help you manage and limit probate court costs and oversight and estate taxes. The La Crosse will lawyers at Moen Sheehan Meyer, Ltd help you protect your estate assets against possible future mental or physical incapacity, and the catastrophic costs of potential long-term medical or nursing care. Our La Crosse trust attorneys are committed to helping you protect the assets you are starting to develop or have spent a lifetime accumulating. Our goals are the same as yours—to assist you in providing for your future financial needs, and to leave a lasting, fulfilling legacy to your heirs in years to come. We want your family to get the most assets possible with the least amount of tax.

La Crosse Estate Planning Law Firm Stands the Test of Time

One of the best ways to manage your personal and business assets is to develop a comprehensive estate plan designed to meet your individual needs. The seamless working relationships between the practice areas of Moen Sheehan Meyer, Ltd benefit every aspect of your estate planning. Our La Crosse trust attorneys provide the insightful perspectives only experience and community loyalty can offer to help look after the estate planning best interests of our neighbors in areas including:

  • Last wills and testaments—Direct where and to whom your estate will go after your death, enable ease of administration for your heirs, choose administrator, reduce estate taxes, appoint guardian for minor children
  • Durable financial powers of attorney—Appoint agent to act in your place for financial purposes
  • Advanced medical directives—Instruct medical providers regarding terminally ill or vegetative state care, choose medical power of attorney
  • Trusts—Protect property from creditors, avoid probate, tax savings, provide care for disabled child, help qualify for needs-based public benefits
    • Revocable and/or Irrevocable Trusts
    • Insurance Trusts
    • Charitable Remainder Trusts
    • Minor’s—Spendthrift Trusts
    • Credit Shelter Trusts
    • Grantor Retained Annuity Trusts
    • Qualified Personal Residence Trusts
  • Planning for disabled children—Special Needs Trusts, WisPact Trusts
  • Life and long-term care insurance
  • Gifting strategies
  • Business succession planning
  • Family limited partnerships
  • Martial Property Agreements and Pre-nuptial Agreements

No matter what the size of your estate is, the importance of a comprehensive estate plan is undisputable. Protect your loved ones and yourself. Call a La Crosse will lawyer at Moen Sheehan Meyer, Ltd today.