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
Using Trusts to Control Behavior and Preserve Family Wealth
I had many clients, in addition to age restrictions, insist on trust provisions that restrict, incentivize, or otherwise reward behaviors of their intended beneficiaries. This concept is not new, especially today, where clients believe their children or grandchildren...
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Do I Need Planning With Increased Federal Estate Tax Exemptions
Absolutely! As of January 1, 2018, the federal estate tax exemption amount will rise to $5.6 million, up from $5.49 million in 2017. The annual exclusion amount for gifts in 2018 will increase to $15,000, which is up from $14,000 for gifts in 2017. This means that...
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Are exclusions and portability the bypass killer?
With the high estate tax applicable exclusion amounts, which may become infinitely higher in the coming months (a married couple can currently pass about $11 million tax free), and the American Taxpayer Relief Act allowing “portability” (the estate of the deceased...
read moreThe Law Office of David Watson, LLC
500 W. Silver Spring Drive, Suite K-200
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.