Margerie Law

Welcome to our estate planning practice, where we are dedicated to helping families in Brookfield, Wauwatosa, Milwaukee, and the surrounding areas protect their assets and plan for the future. Our firm is led by Paul, an experienced estate planning attorney who is committed to providing personalized and compassionate legal services to each client.

At our firm, we understand that estate planning can be a difficult and emotional topic to approach. However, we also believe that it is one of the most important things you can do for yourself and your loved ones. That's why we offer a range of services designed to help you understand your options and put a plan in place to protect your most valuable assets for future generations.

Services Offered

Our practice focuses on estate planning, including the following areas:

• Durable Power of Attorney: A durable power of attorney is a legal document that allows you to designate someone to make financial decisions on your behalf in the event that you become incapacitated. We can help you create a durable power of attorney that meets your specific needs and ensures that your financial affairs are handled according to your wishes.
• Estate Planning: Estate planning involves creating a comprehensive plan for the management and distribution of your assets after your death. We can help you create a customized estate plan that includes wills, trusts, and other legal tools to ensure that your assets are transferred to your beneficiaries in a manner that minimizes taxes and administrative costs.
• Real Estate: We can assist with the transfer of real estate ownership, including the preparation of deeds and other legal documents related to the sale or transfer of real property.
• Special Needs Trusts: If you have a family member with special needs, we can help you create a special needs trust to ensure that they are provided for without jeopardizing their eligibility for government benefits.
• Trusts: Trusts are legal entities that allow a third party, or trustee, to hold your assets on behalf of your designated beneficiaries. Trusts can help you avoid probate, reduce estate taxes, and provide for the management of your assets in the event of your incapacity. We can help you create a variety of trusts, including living trusts, revocable trusts, and irrevocable trusts.
• Wills: A will is a legal document that outlines your wishes for the distribution of your assets after your death. We can help you create a will that ensures that your assets are distributed according to your wishes and that your minor children are provided for.

Our Approach

At our firm, we take a personalized approach to estate planning. We understand that each client's situation is unique, and we work closely with top financial professionals to provide customized solutions that meet your specific needs and goals. We take the time to listen to your concerns and answer your questions, and we provide clear and concise advice to help you make informed decisions about your estate plan.

Client Testimonials

"Paul has handled a number of legal issues for my wife and I, my clients and family. Most recently, after my father passed, he helped update the Will and POA documents for my mother. Know that those things were completed gave my mother, my family and myself great peace of mind. I would go to Paul with any legal issue - always knowing that if he didn't feel like he could do the best for me, he would refer me to a specific specialist. I consider Paul to be a great resource for anyone who needs to know they can trust the people they work with." - Michael Stelter, Milwaukee, WI

"Paul and his firm watched over my interests during an emotionally difficult time of loss in our family's lives. Although I was unfamiliar with the circumstance that I was to deal with, I quickly became confident in his opinion and guidance. Paul was always willing to help with even the smallest details at the very end of his day. I will never forget his compassion, kindness and leadership at this low point in my life when I could not think clearly on my own. My family and I owe Paul a debt of gratitude for his expertise and care." - Loni Jaeger, Wauwatosa, WI