Estate Planning
Protect Your Legacy — Wisconsin Estate Planning
Estate planning isn’t just for the wealthy—it’s about ensuring your wishes are honored, your assets are protected, and your loved ones are cared for. At Dottenwhy Financial Group, we believe a thoughtful estate plan is one of the most meaningful gifts you can leave behind.
What We Help You Do in Wisconsin:
Why It Matters for Wisconsin Families
Your Wisconsin Legacy, Protected
Estate Planning in Wisconsin is about more than transferring wealth—it’s about protecting family harmony, avoiding unnecessary costs, and preserving the legacy you’ve worked so hard to build.
Schedule your free consultation today and start protecting your Wisconsin legacy.
Estate planning isn’t just for the wealthy—it’s about ensuring your wishes are honored, your assets are protected, and your loved ones are cared for. At Dottenwhy Financial Group, we believe a thoughtful estate plan is one of the most meaningful gifts you can leave behind.
What We Help You Do in Wisconsin:
- Organize your estate with wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and guardianship planning.
- Simplify complex decisions for families, including property transfers, blended family planning, and business succession.
- Minimize taxes and probate complications: Wisconsin has no estate or inheritance tax, but assets can still get tied up in probate if not properly titled. We help design strategies to avoid unnecessary costs and delays.
- Ensure smooth transfer of assets—from family homes and vacation cabins to farmland and businesses—so your loved ones are taken care of.
- Charitable giving and legacy planning: Support causes you care about while using tax-smart strategies that fit Wisconsin law.
- Multi-generational planning: From saving for grandkids’ education to protecting farmland, we help you preserve both wealth and family values.
Why It Matters for Wisconsin Families
- Probate differences: Wisconsin probate can take 12–18 months if not streamlined. Proper planning keeps things efficient and private.
- Property ownership: Many Wisconsin families own lake homes, hunting cabins, or farmland. Without a trust, these assets may face costly, drawn-out probate.
- Healthcare and incapacity: With Wisconsin’s aging population, healthcare directives and powers of attorney are critical to avoid court-appointed guardianship.
- Blended households: With rising remarriage rates, clear estate planning helps avoid conflict between new spouses and adult children.
Your Wisconsin Legacy, Protected
Estate Planning in Wisconsin is about more than transferring wealth—it’s about protecting family harmony, avoiding unnecessary costs, and preserving the legacy you’ve worked so hard to build.
Schedule your free consultation today and start protecting your Wisconsin legacy.
case study: wisconsin dairy farm succession
Central Wisconsin Dairy Farm SuccessionThe Krueger family owned a multi-generation dairy farm near Wausau. Their son wanted to continue running the farm, while their daughter pursued a career in Madison and had no interest in agriculture. The parents worried about fairness, liquidity, and preserving the family farm.
- We helped create a farm succession trust that transferred ownership to their son, with a structured buyout plan to ensure fairness for their daughter.
- To provide liquidity, we used life insurance proceeds to equalize inheritance without requiring the sale of farmland.
- We coordinated with their attorney to leverage Wisconsin’s Transfer on Death (TOD) deeds, ensuring non-farm property transferred directly without probate.
- By building in succession planning, the farm remains family-run and financially viable for the next generation.