✅ Accurate profile (4 sources)
Practice area: Estate planning, Business, Elder law, Guardianship, Free Consultation (60 minutes)
I met with Gifford Collins to create an estate plan. I'm in my early 50's and saw this as the next step after creating a financial plan with an advisor. I am single with no dependents, but am close to my family and wanted to make it as easy as possible for them should I become incapacitated or die. I believe everyone should have an estate plan, even a simple one. Gifford is very approachable, patiently explaining things in regular terminology. In the first meeting he described the process and what I should expect at each of the meetings. Because of my recent financial planning I might have been more prepared in my goals than some people might be. Yet Gifford's insightful questions added a few things I hadn't considered. He emphasized asset protection (from non-financial risk). I don't plan to leave a large legacy, but do want whatever there is to be available to my family, not the courts or others. Gifford is very knowledgeable and thorough. Be prepared for a thick stack of organized papers. He helpfully includes a summary in less legal terms. I trust the estate plan and my relationship with Gifford will meet my needs.
No Recommendations
Our loved ones are often the reason we work so hard. My job is to help you make sure your loved ones are properly cared for and to preserve your resources for their benefit.
Becoming a new father really brought this into perspective for me. I took plenty of time to do some “liquid living:" some time in Colorado, a trip around the world, learning another language. As a result, I feel I can bring a unique perspective to the estate planning process.
My purpose is to help clients understand how to handle unexpected events in their lives. For example, if you can no longer take care of yourself or there has been a death in the family:
· How is the mortgage going to be paid?
· Who can get money out of my accounts to pay for food?
· Who is going to take care of my kids and how is that going to be determined?
· Will my children have to move?
A lot of us are concerned about something happening to us that will be a burden on the rest of our family. We also worry about causing a significant impact on their ability to live their lives. A lot of planning goes into dealing with incapacity because that can often be more trying than a death in the family.
Estate planning is important to me because it is the process used to manage those issues. It helps people know those issues are taken care of and allows them to focus on things that are more fulfilling in their personal and professional lives.
I work with financial planners, accountants, insurance companies and other professionals to figure out the best way to take care of your family based on your values.
I enjoy providing solutions that help people have the peace of mind that their family will be taken care of if they cannot do it themselves. I also take pride in using the time to find the right fit based on my clients’ values; ensure they understand the available options and are actively engaged in the process. I focus on my clients’ personalities, goals, and values to provide a tailored estate planning solution. That is why I went to law school – to learn how I can help people.
If an estate planning consultation will help you feel better about how your loved ones will be taken care of after something happens, please set up a consultation and fill out and return our Estate Planning Deficiencies Checklist.
Address: 11616 W North AveSuite A, Milwaukee, WI, USA
Phone: (608) 886-9529
LinkedIn: https://www.linkedin.com/in/giffcollins/
Avvo: https://www.avvo.com/attorneys/53226-wi-gifford-collins-1947286.html
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