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

Catch My Morning Blend Segment

by David Watson | Jan 24, 2020

In this segment, I talk about estate planning, why it is important for women to be involved in the planning process, the top reason why a plan would fail, why you want to pay a professional, and the SECURE Act. [video width="1280" height="720"...

The Importance of Both Spouses Being Involved in Financial Matters

by David Watson | Jan 21, 2020

"Both spouses need to know basic things about family finances, no matter who handles bills or long-term investing. That means looking over tax returns, knowing about the bank accounts, keeping tabs on everyone’s retirement balance and making joint decisions about big...

Secure Act and How It Severley Affects Your Estate Plan

by David Watson | Jan 2, 2020

In regard to estate planning and IRA's, this is a game-changer as non-spousal beneficiaries will need to spend down the inherited amount within 10 years instead of over their respective lifetimes. If you have IRA's that flow into a retirement benefits trust or a...

The Law Office of David Watson, LLC

500 W. Silver Spring Drive, Suite K-200
Glendale, WI 53217
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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.