Simple, Practical Estate Planning for Peace of Mind

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Estate planning does not have to be complicated or expensive. Many people believe they need a revocable living trust or a large set of legal documents to protect their assets, but that is not always the case. For most working families, there are simple, effective ways to avoid probate, plan ahead, and make sure assets pass smoothly to loved ones.


For more than 45 years, I have helped individuals and families throughout the Milwaukee area understand their estate planning options in clear, straightforward terms. My goal is to help you make informed decisions without unnecessary paperwork, confusion, or cost.

Revocable Living Trusts

A revocable living trust is one method attorneys use to:


  • Avoid probate
  • Manage a person’s assets if they become incapacitated
  • Provide instructions for distributing property after death


While a trust can be useful in certain situations, it is not always the best or simplest option. Setting up a trust—along with the additional documents required to maintain it—can become costly, time‑consuming, and more complicated than many families need.


For the average working family, a trust is often not necessary to accomplish their goals.

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Person in a suit writing in a book, next to a golden balance scale.

Simple Ways to Avoid Probate

Many people are relieved to learn that there are straightforward alternatives to avoid probate without creating a trust. These options can help ensure that your assets transfer smoothly to your loved ones without court involvement.


Some of these simple methods may include:

  • Properly titled accounts
  • Beneficiary designations
  • Transfer on Death (TOD) arrangements
  • Powers of Attorney
  • Other planning tools that reduce or eliminate the need for probate


Each person’s situation is different, and part of my role is helping you understand which options apply to you and how they work.

Planning for Incapacity

Estate planning is not only about what happens after death. It also involves preparing for the possibility of becoming mentally or physically incapacitated.


There are simple ways to allow a trusted relative or another person to step into your “shoes” and handle:


  • Financial decisions
  • Health care decisions
  • Day‑to‑day responsibilities


These documents help protect you and your family from confusion, delays, and unnecessary court proceedings if you are unable to make decisions on your own.

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Estate planning document on desk with calculator, pen, glasses, and notebook.

Keeping the Process Simple

My approach to estate planning is based on clarity and practicality. I take the time to:



  • Explain your options in plain language
  • Discuss alternatives that fit your situation
  • Avoid unnecessary documents or expenses.
  • Help you choose the simplest path that meets your goals


Most families want a plan that is easy to understand, easy to maintain, and easy for their children or beneficiaries to follow. That is exactly what I focus on.

Why Simple Planning Matters

When a parent or relative becomes elderly or passes away, complications can arise if no planning has been done. Without the right documents in place, families may face:


  • Delays in accessing accounts
  • Court involvement
  • Confusion about who can make decisions
  • Disagreements among relatives
  • Unnecessary stress during an already difficult time


Simple estate planning can prevent these problems and give your loved ones clear direction.

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Lawyer at desk with gavel, scales, and red house model; legal documents visible.

A Conversation to Help You Understand Your Options

I would be more than happy to meet with you and discuss the various alternatives available to:


  • Avoid probate
  • Transfer your assets smoothly
  • Prepare for incapacity
  • Reduce stress for your children or beneficiaries


You do not need to navigate this alone. A conversation can help you understand what is necessary—and what is not.

Schedule a Consultation

If you would like to learn more about simple estate planning options, I welcome the opportunity to speak with you.


Call us at (414) 766‑9490 to schedule a consultation.

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