Open communication and an understanding of your options are key to designing a plan that best serves your goals and wishes.
I offer flat-fee pricing so that nothing is rushed or left out of your plan...
and you never have to worry about receiving a surprise bill for a phone call or email.
If you have minor children, just having a will alone will not protect your children from being placed in the care of strangers in the event that you become incapacitated or die.
We'll set up a comprehensive Kids Protection Plan that legally names temporary and permanent guardians for your children.
Most law firms lack the systems to follow up with changes to your lifestyle, family, and assets, resulting in an out-of-date plan that will not work.
We review your plan, free of charge, every three years to ensure your plan accounts for changes in your life.
Passing on your legacy is about more than just money and stuff. I'll help you share and preserve your values, stories, and more during your Family Wealth Legacy Interview.
We start with a careful review of what would happen to you and your loved ones under your current estate plan, or without a plan.
Once you're equipped to make an informed decision, we'll work with you to design a plan based on your goals and values.
Most estate plans stop short at protecting your financial assets. I'll help you preserve and pass on what really matters to you.
We want you to feel confident that you are making the best choices for yourself and your loved ones. Before creating a personalized plan, I will ask questions to get a full picture of your situation and goals.
Then I'll help you understand your options without talking down at you or overwhelming you with jargon or confusing legalese.
We've thoughtfully packaged what we do into customizable options for you and your family. All of our fees are flat-rate and agreed to in advance so there are no surprises.
Your plan may include elements of all of the following, depending on what is best for you and your family:
1. Wills, Trusts, and General Powers of Attorney
2. Health Care Directives and Medical Powers of Attorney
3. Guardianship Nominations
4. Asset Protection Planning
5. Special Needs Planning
6. Probate
7. Trust Administration
I work with families of all shapes and sizes to develop a plan that works to achieve your goals. Together we can:
Your children mean the world to you. Yet most estate plans do the bare minimum to protect them. At Trinkl Estate Planning S.C., I take pride in building comprehensive plans that:
You've worked hard to get where you are. No matter what stage of life you're in, you want to make your own decisions and protect what you've created. Together, we can:
The right estate plan can offer you and your business protection from unexpected liabilities or expenses including:
I'm passionate about helping Wisconsin families and business owners protect their assets and preserve what matters to them for generations to come.
When I first started practicing law in Milwaukee, I realized the estate planning industry isn't designed to serve growing families or protect their children to the fullest extent possible.
That's why I started Trinkl Estate Planning, S.C.
My goal is to offer Wisconsin families, business owners, and individuals a holistic and welcoming approach to estate planning, asset protection, and business planning.
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