Estate Planning Solutions
Estate planning is about more than just minimizing taxes and allocating assets. It is about securing your family’s prosperity, security, and legacy.
About Our Firm
The Law Office of David Watson, LLC provides comprehensive and individualized estate planning services. Let Watson use his knowledge of estate planning vehicles to create a plan custom designed for you and your family.
Milwaukee area estate planning attorney David Watson offers a range of estate planning services, including trusts, wills, living wills, durable powers of attorney and other plans tailored to meet your unique objectives. Most estate planning services are provided at a flat rate. Whether it is minimizing federal estate and gift taxes, ensuring the orderly transition of a family business, or providing for the needs of future generations, Watson designs custom approaches to protect the assets that you have worked hard to build. Estate planning is not only about safeguarding your life but also determining your legacy.
Latest News & Blog Posts
Yes, You have an Estate
https://www.forbes.com/sites/abbyschneiderman/2019/04/17/estate-planning-you-should-be-doing-and-when-you-need-to-be-doing-it/#cf01bb541dcd
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Estate Plan Or Be Left With The State’s Plan
https://www.usatoday.com/story/money/2019/04/01/estate-planning-living-will-preparing-financially-illness-death/3305264002/
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Take Taxes Into Account When Distributing To Beneficiaries
A great example of why you should consider your adult beneficiaries own marginal tax rate before making equal percentage distributions as beneficiaries pay taxes on inherited assets from tax-deferred accounts....
read moreThe Law Office of David Watson, LLC
Glendale, WI 53217
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414-491-3283
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The Law Office of David Watson, LLC serves clients in Ozaukee county, Milwaukee county, Washington county, and Waukesha county, including such communities as Whitefish Bay, Fox Point, Mequon, Thiensville, Germantown, Cedarburg, Brown Deer, Grafton, Brookfield, Menomonee Falls, Wauwatosa, and Shorewood. The use of this web page or this form for communication with the firm does not establish an attorney-client relationship.