Estate Planning, Guardianships & Title XIX Planning

• Simple Will 
• Will with Trust and Guardian Provisions for Minor Children 
• Complex Wills 
• Trusts, including: Revocable Living Trusts; Credit Shelter Trusts; Supplemental Needs Trusts
• Trust Administration
• Powers of Attorney, including: Health Care; Finances/Durable 
• Probate Avoidance 
• Estate and Gift Tax Management 
• Prenuptial Agreements and Marital Property Agreements 
• Guardianships and Conservatorships 
• Medical Assistance (Medicaid, or Title 19) Planning and Application 
• Retitling of Assets and Deeds 
• Life Estates 
• Beneficiary Designations 
• Probate Administration 
• Planning for the Disabled

At Congdon, Walden, Schuster & Vaklyes, S.C., our commitment is to personal service.  We bring advice, experience and expertise to your estate planning needs. You must be comfortable with your attorney so that he or she understands your family interactions, your goals, and your financial situation.

We get to know you in order to fulfill your estate planning needs with a comprehensive approach.  Remember, “do it yourself” fill-in forms have no ability to adapt or tailor themselves to your specific needs.  We do by providing our clients of all ages with an instructive, tailored approach to their estate planning needs.  We cannot stress enough that well-prepared estate plans result from receiving qualified advice.

By appropriate planning, we assist you in anticipating and planning for expected and unexpected matters such as disability, extensive medical and nursing home expenses, changes in family circumstances or relationships, tax laws and the protection of your financial assets.  Planning can involve a variety of documents including wills, trusts of varying complexity, powers of attorney, deeds and beneficiary designations, and the appropriate management of Title 19 estates.

Both Attorney Edmond (Ned) Vaklyes and Attorney Joanne Leifheit would be pleased to assist you with your estate planning, guardianship, and medical assistance needs.  Both Ned and Joanne have excellent reputations and high professional standing within the community. Contact Ned Vaklyes or Joanne Leifheit at gkomar@congdonwalden.com or call 262-650-0649 to discuss your estate planning situation or click here to schedule a free consultation.