WILLS, TRUSTS & ESTATE PLANNING

Our Job is to Help Protect Your Valuable Asset 

 

Estate planning is generally considered the process by which people establish a legacy that ensures their lifetime assets are protected and distributed to those they love, instead of inherited by the Internal Revenue Service (IRS). Our estate planning lawyers handle a variety of related matters, including:

    •    Advanced tax strategies to protect asset distribution
    •    Wills and trusts
    •    Powers of attorney
    •    Medical powers of attorney
    •    Guardianships
    •    Living wills and trusts
    •    Life insurance trusts
    •    Family limited partnerships
    •    Educational trusts
    •    Bypass trusts
    •    Charitable remainder trusts
    •    Business succession and insurance planning
    •    Medicaid planning
    •    Special needs trusts  
 

 

Attorneys in Wills, Trusts & Estate Planning

Kathleen M. Healy
Thomas J. Gritton

AARP Legal Services Network Participating Attorneys

DISCLAIMER: The information on this website is made available by Di Renzo & Bomier, LLC (Di Renzo & Bomier) for public informational purposes only and is not legal advice. If you want legal advice, you should consult an attorney regarding your particular situation. No attorney-client relationship is created with Di Renzo & Bomier by your use or review of any information on this website or by sending an e-mail to Di Renzo & Bomier or any of its attorneys. If you are not currently a client of Di Renzo & Bomier any e-mail you send us will not be privileged and may be disclosed to other persons.


Two Neenah Center, Suite 701   •   Neenah, WI 54956    •   Phone 920-725-8464

2700 Vernon Drive   •   Green Bay, WI 54304   •   By Appointment Only

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