Protect Your Loved Ones after You Are Gone with an Estate Plan

Planning for your own death is not something that you want to do; however, creating a sound estate plan can protect your loved ones after you are gone.

Since our founding partner John McLario opened this practice in 1953, the law firm of McLario, Helm & Bertling, S.C. has assisted families throughout Southeast Wisconsin with their estate planning needs. As our practice and firm has grown over the years, so has our ability to provide you with reliable estate planning services in a wide variety of situations.  Contact our lead estate planning attorney, Joseph H. Helm, for a free initial consultation.

Contact our Menomonee Falls law office today at (262) 251-4210 to schedule a free consultation.

Wills, Trusts, and Powers of Attorney

You might not want to think about it, but end-of-life issues need to be discussed and planned for. Our Milwaukee-area estate attorneys provide comprehensive estate planning services, including assistance with preparation of wills and revocable living trusts, as well as special needs trusts and life insurance trusts. 

Learn more about the wills and trusts services our attorneys offer.

Elder Law and Title 19 (Medicaid Planning)

Federal and state elder law issues can be complex. At McLario, Helm & Bertling, S.C., we have a team of elder law lawyers who can assists with everything from Elder Law and Medicaid planning to setting up health directives and irrevocable trusts.

Learn more about the elder law services our attorneys offer.

Estate Planning and Probate

Whether you are a beneficiary, heir, or a trustee, our estate lawyers can make sure your financial rights are protected during probate and trust administration. Our estate attorneys are knowledgeable of Wisconsin laws and can provide advice and representation in regards to a variety of estate issues, including asset distribution, filing tax returns, and administration of wills and trusts.

Learn more about the estate planning services our attorneys offer.

Estate Tax Planning

When you are creating your estate plan, taxes may be the last thing on your mind. However, taxation issues can reduce the value of your estate and leave your family with less than they need. An estate planning attorney at our Milwaukee-area firm can help you minimize, and in most cases eliminate, tax liability for the transfer of your estate. Allow our attorneys to help you take advantage of tax exemptions and preserve the value of your estate for loved ones. 

Learn more about the estate tax planning services our attorneys offer.