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Riverwood Legal & Accounting Services Blog

Thursday, July 14, 2016

Why I have chosen to help families plan for incapacity and death?

By:  Roman A. Chojnacki

People often ask what type of law do I practice.    When I used to tell them estate planning, I would often get a puzzled look.    I wrongly assumed that terminology familiar to bankers, financial advisers, and legal professionals was helpful to the person asking the question.  A very good technical answer to the question-what is estate planning?-is provided under that practice heading in this site.  My new answer to the question-what type of law do I practice?-is that I help families and business owners plan for incapacity and death.  I believe the answer to WHY I practice "estate planning" is a far better way to determine if we are a good fit to work together.

Helping families and business owners plan for the future is a fascinating and rewarding way to make a living.  In order to do my job, I gain insight into the history of a family and possibly a business.  When I first meet a prospective client, I want to determine what are the client's concerns.  Many clients believe that all we talk about in these planning meetings is where does my property go when I die.  I would not be doing my job if I didn't make sure those goals are met.  But where the property goes, is only the tip of the iceberg.  By understanding your planning needs, I can design a plan that works through whatever uncertainties you face between now and your death. Some of these uncertainties are:

  • What if I become incapacitated before my death?
  • Who will make my health care decisions and financial decisions if I am unable?
  • What is the impact on my plan of the death, divorce, or disability of a child or grandchild?
  • If I remarry after the death of my spouse, will my children's inheritance be put at risk?

These are just a few issues I have been helping families with for over 15 years.  I enjoy the challenge of understanding my client's concern and implementing a solution in state of the art legal documents.  That is why I love doing what I do.




Riverwood Legal & Accounting Services, S.C.
Servicing: Waukesha, Milwaukee, Jefferson, Dodge, Washington, Ozaukee, Racine, Walworth, & Rock Counties



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