As an essential business in Wisconsin we are still open for business and here to help you with your estate planning and real estate needs. In order to maintain social distancing we are also available by video and phone conference. Please email or call us to make an appointment. I'm an estate planning attorney serving residents in Brookfield, Wauwatosa, Milwaukee, and surrounding areas.
I help my clients understand their options and put a plan in place to protect their most valuable assets for future generations. Working closely with top financial professionals, I help families of all sizes and types plan for tomorrow in order to enjoy today. While you may be young and healthy today, death is inevitable.
I help my clients understand their options and put a plan in place to protect their most valuable assets for future generations. Working closely with top financial professionals, I help families of all sizes and types plan for tomorrow in order to enjoy today. While you may be young and healthy today, death is inevitable.
Services
About
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My name is Paul Margerie and I love my family. You must too if you're looking at my website. I help my clients gain the peace of mind that their loved ones will be protected if something happens to them. Estate planning isn't glamorous. You won't find a drama about it on Netflix, yet everybody needs to have a plan in place.
What to Expect
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Our tailored 6-step approach to ensuring that you get what you need to protect and preserve your family's legacy. Learn more about each step below. The first step to creating an Estate Plan is understanding your goals. Together, we will discuss what you want for your future and any potential challenges or obstacles you might face along the way.
Durable Power of Attorney
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Appointing a trustworthy and competent agent through a Durable Power of Attorney is an important step in proper Estate Planning. A Durable Power of Attorney is notarized documentation by which one person, the principal, grants another person the authority to act as agent or attorney on their behalf.
Estate Planning
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While you may be young and healthy today, death is inevitable. It is important that you have as much control over your finances and property in death as you do when you are alive. In the event that you become incapacitated or die, it is important that those close to you know exactly what you want and act in accordance with your wishes.
Real Estate
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Buying or selling a home or real estate property can be a long and complicated process. It is important to know that during the selling or purchasing process, a real estate agent, loan officer, or closing agent cannot offer legal advice. That is something only an attorney can do. Hiring an experienced real estate attorney can be extremely helpful in getting the best results for you and your family.
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