Trusted Estate Planning & Legal Services

A Foundation for Today, a Vision for the Future

Estate planning is about more than minimizing taxes and allocating assets. With guidance, estate planning offers a vision for securing your family’s prosperity, security, and legacy.

Estate Planning Milwaukee Attorney David Watson

The Power of Planning

Estate planning today can ease transitions later in life and offer the gift of peace of mind to family and loved ones. The Law Office of David Watson, LLC provides comprehensive and individualized estate-planning services for all stages and phases of life. David listens to your goals and priorities and offers a range of estate-planning services, including trusts, wills, living wills, durable powers of attorney, and other plans to meet your goals. And for convenience and transparency, many estate-planning services are provided at a flat rate.

Build a Lasting Legacy

Estate planning safeguards your future and even more importantly, helps build an enduring legacy of what matters to you. Whether it’s minimizing federal estate and gift taxes, ensuring the orderly transition of a family business, or providing for the needs of future generations, David designs custom approaches to protect the assets you’ve worked hard to build.

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Testimonials

"Through a mutual friend, I was introduced to David Watson and he has been a lifesaver for me. He took knowledgeable control of my situation and, in all honesty, saved me from despair. I know going forward, should I have questions or need advice and assistance, it is David I will contact."

JoAnne – Mequon

"I’ve had the pleasure of working with David for some time now, and I’ve had nothing but positive experiences whenever I’ve had a client in need. The feedback that I have received for recommending David has been absolutely phenomenal, and I would strongly advocate anyone to sit down and chat with him!"

Kenny – Grafton

"We were extremely pleased with the estate planning David Watson did for us. He handled all aspects in a straightforward, understandable way, and clearly outlined our options so that we could make appropriate decisions. His expertise in estate planning, and pleasant demeanor were greatly appreciated!"

Kevin & Patti – Milwaukee

"My experience with Attorney Watson was beyond exceptional. I hired him to help me with a marital agreement. He helped me understand them and explained each section in full detail. They were no longer scary, but an agreement that was understandable. I would recommend Attorney Watson for any legal needs….he is the best!"

Shannon – Brookfield

"Attorney Watson turned a fairly complicated estate plan into a set of succinct, easy to understand legal documents."

William – Wauwatosa

Latest News & Blog Posts

Proposed 99.5% Act and STEP Act

by David Watson | Apr 12, 2021

A few excellent examples provided in this article between the current policies and what would happen to an estate/farm/business under the 99.5% Act and STEP Act if the bills are passed. Bottom line: a major negative impact on small businesses, estates, and farms Tax...

Lay the foundation today to fully secure your family’s tomorrow! Free consultations and flat rates for most plans.

by David Watson | Feb 2, 2021

2021 Biden Estate, Gift and Generation-Skipping Transfer Tax Plan

by David Watson | Jan 18, 2021

Biden Plan Estate Planning Advisory for 2021 (natlawreview.com) Overview of Biden's Estate, Gift, and Generation-Skipping Transfer Tax Plan, the likelihood of implementation, and possible retroactivity

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The Law Office of David Watson, LLC

7702 W. Mequon Road, Suite 300
Mequon, WI 53097
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David.Watson@watsonatlaw.com

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.

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Has a myth about Estate Planning left you confused or kept you from starting?

The Estate Planning process captures your legacy by ensuring that your wishes are fulfilled while providing protection for your loved ones and assets. However, many myths hinder the process and even prevent some people from getting started. That is why we put together a helpful guide to address these myths and to provide you with insightful guidance.