My mother has started forgetting things. Is it too late?
Usually not, and the honest answer depends on one narrow question: can she understand, today, what she owns and who her family is? That is a lower bar than people expect. We meet with her alone for part of it, not to exclude you, but because a document signed under a relative's eye is the one a sibling contests later.
If the answer is genuinely no, we stop and talk about guardianship instead, which is a different and slower road. We will tell you which one you are on in the first meeting.
Do we have to go through probate?
Only for assets that are titled in one person's name with no beneficiary and no survivorship. A great deal of estate planning is just moving assets out of that category: deeds, beneficiary forms, account titling. It is unglamorous and it is most of the value.
Wisconsin does offer a summary procedure under $50,000, which helps a small number of estates and almost nobody who owns a house.
What does the nursing home take?
Wisconsin Medicaid looks back five years at gifts and transfers, and the state files an estate recovery claim afterward. The planning that works has to happen early; the planning that happens the week someone is admitted is mostly damage control, and we will say so rather than sell you a plan that cannot work.
Average Milwaukee-area nursing care runs about $10,400 a month. That number is the reason this practice exists.
My brother and I disagree. Can you represent us both?
No. One of you is our client and the other one needs their own lawyer, and any firm that tells you otherwise is storing up a conflict for the worst possible moment. We will say this in the first ten minutes and give you two names.
What should I bring to the first meeting?
Nothing. Genuinely. People put this off for months assembling a folder, and the first thirty minutes is a conversation, not an audit. If you happen to have a deed, a mortgage statement, and a list of accounts, bring them; if you do not, come anyway.