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

Reasons to form an Irrevocable Trust

by David Watson | Jul 29, 2020

The major reasons for wanting to form an irrevocable trust. As the article states, caution is needed as "an irrevocable trust that protects you from estate taxes is usually not Medicaid-compliant, and was most likely not set up with a permissible trustee to allow the...

Lessons from Celebrity Estates

by David Watson | Jul 21, 2020

Great questions to think about: Does your Will match your wealth transfer wishes? Are your assets titled correctly and have you set up the appropriate beneficiary designation forms? Have you established and funded all necessary trusts? You don't have to be a celebrity...

Vacations Gone Bad

by David Watson | Jun 17, 2020

Vacations Gone Bad How Delegating Parental Powers Can Be Critical With summer vacation time upon us, despite our Covid-19 world, many people are hitting the road or jumping on a plane. It is not uncommon to have minor children go on vacation with another family or go...

The Law Office of David Watson, LLC

1017 W. Glen Oaks Lane, Suite 208
Mequon, WI 53092
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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.