Estate Planning

The importance of superior legal advice for executors of estates and trustees of trusts cannot be overstated. Rizzo & Diersen, S.C. handles a wide range of legal matters of interest to private clients involving tax-sensitive estate planning and estate administration, trust administration, charitable gift planning, advice for charitable organizations and related planning and litigation matters. Clients served by our group include individuals, closely-held businesses, charitable organizations, and private client service group of financial institutions.

The experienced Rizzo & Diersen attorneys offer strategic and insightful counsel for estate and tax planning, areas related to estate planning such as wealth management, preservation and administration of estates and trusts.

We listen closely to understand the individual needs of our clients so that they can create a customized estate plan to meet the objectives of each individual client. With our guidance, clients gain peace of mind that their long term needs will be met, that their assets will be protected for the benefit of the person or persons they choose and most importantly, their family will be protected in the event of the unexpected.

If you think you are too young, too old, or don't have enough assets to put together an estate plan, think again. These are common myths surrounding the topic of estate planning. Click here to see other Estate Planning Myths. It is never too early or too late to prepare a proper estate plan. If you have not done any estate planning, now is the time to start. Estate planning can help people accomplish their estate planning objectives. See our Estate Planning Organizer to find out what your most important estate planning objectives are. If you are not sure that you need estate planning, check out our Estate Planning Worksheet to see if you are in need of an estate plan. Even if you have already performed some estate planning, it is a good idea to check with an attorney to make sure your estate plan is up to date, in order to get optimum results in light of possible changes in laws or tax regulations. If you already have an existing estate plan, view a list of the Top Ten Estate Planning Mistakes, to make sure that you are avoiding any unnecessary pitfalls of planning incorrectly.

At Rizzo & Diersen, we provide clients with customized estate planning services tailored to meet each individual's needs-- no matter what age you are, or whether your needs are complex or straightforward. Another key part of putting together a proper estate plan is to ensure that all of your assets are inventoried and organized so that the personal representative or trustee will be able to locate everything easily in the event that something should happen.

Our estate planning services include:

  • Trusts
  • Family Limited Partnerships and Limited Liability Companies
  • Special Needs and Disability Trusts
  • Will Preparation
  • Business Succession Planning
  • A complimentary checkup on your existing estate plan
  • Advice on Asset Protection
  • Counsel on Wealth Preservation
  • Guardianships and Conservatorships
  • Durable Powers of Attorney
  • Living Wills
  • Health Care Proxies and Directives

At RIZZO & DIERSEN, our experienced attorneys will create the right plan for you and your family.