Estate Planning

Estate planning is the process of formalizing a long-term vision for your health, your family and your assets. Ensuring your legacy and comfort, and protecting the welfare of the next generation seem like noble goals. However, many people fail to work on their estate plans because the “perfect time” never seems to materialize. It can also be intimidating to contemplate things like what should happen to your children in your absence and how you want to distribute your assets.

Fortunately, formalizing your wishes for the future doesn’t have to be strenuous or time consuming. It can even provide significant peace of mind.

We assist our clients in developing comprehensive estate plans with their long-term goals in mind, from the creation of simple Last Wills & Testaments, to complex trusts and gifting strategies. Our attorneys are here to walk you through all aspects of the estate planning process and to create a unique estate plan specifically tailored to you and your wishes, with documents such as:

  • Revocable Living Trusts
  • Last Wills & Testaments
  • Irrevocable Trusts
  • Irrevocable Life Insurance Trusts (ILIT)
  • Third Party Special Needs Trusts
  • Pet Trusts
  • Powers of Attorney for Health Care
  • Powers of Attorney for Property
  • Living Wills
  • Health Information Portability and Accountability Act (HIPAA) waivers

Estate planning is sensitive and personal. It’s not a “paint by numbers” process.  It’s possible to compile basic planning documents, such as a will, by yourself using online services. But estate planning is (or at least should be) a much more global, integrated process.

Your plan should reflect your values, goals and passions. At Carlson Dash, we take time to get to know our clients and to understand them. Life happens. Things change. Relationships, financial priorities and even fundamental values may evolve over time.

We are here to make sure your plans reflect what you need, so that you can let go and focus on enjoying your life.

Our Locations

Chicago: 216 S Jefferson St, Suite 504, Chicago, IL 60661 • (312) 382-1600

Milwaukee: 740 N Plankinton Avenue, Suite 430, Milwaukee, WI 53203 • (414) 276-4080

Pleasant Prairie: 10411 Corporate Dr, Suite 100, Pleasant Prairie, WI 53158 • (262) 857-1600

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