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Jeff A. Goldman - DeWitt LLP
Estate planning lawyer · Based in Madison
About
Jeff A. Goldman is a partner in DeWitt LLP's estate and trust practice, working on trusts, estates, fiduciary litigation and administration, estate planning and probate, with experience in commercial litigation, charitable entities and taxation.
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MadisonWI.com guide
Choosing an estate planning lawyer in Madison
A basic estate plan usually includes a will, a financial power of attorney, a health care power of attorney, and beneficiary designations that match. Many people add a revocable trust to keep assets out of probate.
Read the rest of the guide
Wisconsin is a marital property state, which affects how property owned by married couples is treated during life and at death. That's one reason a Wisconsin attorney is worth it rather than an online template.
Ask whether the lawyer charges a flat fee for a standard plan, what's included, and how often they recommend reviewing it. Bring a list of assets, how they're titled, and who you'd want making decisions for you.
This guide is general information, not legal advice.