Estate Planning

McLario, Helm & Bertling - Milwaukee Estate Planning Lawyers

The law firm of McLario, Helm & Bertling has assisted families in Menomonee Falls and the Milwaukee area with estate planning needs since our founding partner John McLario opened the practice in 1953. As our practice and firm has grown over the last fifty years, so has our ability to provide reliable estate planning service in a wide variety of situations.

If you're interested in probate avoidance, estate tax planning, family business succession planning, or planning for your end-of-life health care needs through a living will, contact one of our Waukesha County estate planning lawyers for advice and estate planning solutions that reflect your particular needs.

We can prepare your last will and testament, reflecting your specific wishes for transfer of assets, burial or cremation arrangements, and specific bequests. Because of the low threshold for Wisconsin estate tax liability, or the desire to avoid probate, however, many of our clients prefer to transfer assets through revocable living trusts.

These instruments offer many advantages over wills for the transfer of wealth from one generation to the next. Property held in a revocable living trust with your adult child named as the trustee will be available throughout his or her lifetime, but will not be included in the marital estate in the event of your child's divorce.

We can also advise you about financial and medical powers of attorney, and health care advance directives. For additional information about our estate planning services, contact a skilled estate planning lawyer at McLario, Helm & Bertling.