Heritage Law Office

For residents across Wisconsin, ensuring a secure future for themselves and their loved ones is a top priority. When it comes to navigating complex legal matters such as estate planning, elder law, or business considerations, having a knowledgeable and compassionate legal partner can make all the difference. Heritage Law Office, located in the heart of Milwaukee, has built a sterling reputation for providing precisely this kind of expert guidance.

With a focus on proactive planning and a deep understanding of Wisconsin law, Heritage Law Office assists individuals and families in creating robust strategies for wealth preservation, asset protection, and smooth transitions for future generations. Their commitment to clarity, client education, and personalized solutions has earned them strong endorsements from those they've served, solidifying their position as a trusted firm within the local community. This article will delve into what makes Heritage Law Office a premier choice for legal services in Wisconsin, covering their location, extensive service offerings, key features, and why they are ideally suited to serve the needs of local users.

Heritage Law Office is conveniently situated in a prime location in Milwaukee, making it easily accessible for clients throughout the city and surrounding areas of Wisconsin. Their office can be found at:

757 N Broadway Ste 300, Milwaukee, WI 53202, USA

This central Downtown Milwaukee address places the firm within reach for both urban and suburban residents. Its Broadway location ensures easy navigation, whether clients are driving or utilizing public transportation. For those who may find an in-person visit challenging, Heritage Law Office embraces modern solutions, proudly offering remote legal services to clients across Wisconsin. This commitment to flexibility ensures that physical distance is not a barrier to accessing their expertise. Whether you prefer a face-to-face meeting at their well-appointed Milwaukee office or the convenience of a virtual consultation from your home anywhere in Wisconsin, Heritage Law Office strives to make legal assistance as convenient as possible.

Heritage Law Office provides a comprehensive suite of legal services primarily focused on safeguarding assets, planning for the future, and addressing the unique needs of individuals and businesses. Their practice areas are designed to provide peace of mind and structured solutions for various life stages and circumstances.

• Estate Planning: This core service involves developing comprehensive strategies to ensure your assets, business, and personal property are passed to your loved ones according to your wishes. This includes wills, revocable trusts, irrevocable trusts, and other crucial planning tools to avoid probate and mitigate estate taxes.
• Elder Law: Addressing the legal needs of older adults, this area often focuses on long-term care planning and how to pay for potential nursing home care. They assist with arranging assets to protect them from devastating care costs and navigating the complexities of elder law-related issues.
• Estate Administration (Probate and Trust Administration): Guiding families through the process of transferring estate assets after death. This includes handling probate court proceedings, ensuring efficient asset distribution, and providing sensitive support during a difficult time.
• Charitable Planning: Assisting clients who wish to leave a lasting legacy through charitable giving, whether during their lifetime or after death. This involves strategies for gifting cash, stocks, bonds, real estate, or other assets to causes and organizations they value.
• Disability Planning: Preparing for potential loss of decision-making ability due to disability or incapacity. This includes drafting essential documents like Powers of Attorney and Healthcare Directives to ensure your wishes are honored and a designated person can make decisions on your behalf.
• Medicaid Crisis Planning: Providing immediate financial relief strategies for those needing long-term care services soon or already receiving them. They offer guidance through the overwhelming Medicaid application process and help protect assets.
• Business Law: Offering legal support for businesses, including guidance on business succession, drafting operating agreements, and addressing various legal aspects of business operations.
• Contracts: Assisting with the negotiation and drafting of various contracts, providing stability and clarity in personal and business dealings.
• Special Needs Planning: Creating plans to ensure lifelong care and support for loved ones with special needs, addressing their unique financial and personal requirements.
• Trust Administration: Streamlining processes and ensuring trusts are managed with precision and care according to the trustor's wishes.
• Will Contests and Probate Disputes: Representing clients in resolving conflicts that may arise during the probate process or challenging the validity of a will.

Heritage Law Office distinguishes itself through several key features and highlights that enhance the client experience and outcomes for Wisconsin residents.

• Structured Approach to Legal Matters: Clients consistently praise the firm's organized and systematic method of handling cases. This structured approach provides comfort and confidence, ensuring that "nothing would be missed" and that all aspects of a legal plan are thoroughly addressed.
• Expertise in Estate and Elder Law: Led by attorney Brad Sarkauskas, who has over 20 years of experience in finance, insurance, and taxation, the firm offers deep knowledge in estate planning, elder law, and related areas. This extensive background allows them to navigate complex legal and financial landscapes effectively.
• Commitment to Client Education: Heritage Law Office goes beyond simply providing legal services. Their "free video library" on topics like trusts and wills is a testament to their dedication to educating clients. These resources demonstrate their professionalism and help clients gain a comfortable understanding of often-complex subjects.
• Exceptional Patience and Clarity: A significant highlight, as noted by clients, is the firm's patience in answering questions and anticipating client concerns. They excel at explaining intricate legal concepts "perfectly" and ensure clients feel they have "enough understanding" before moving forward.
• Proactive Planning for Life Changes: The firm's foresight in setting up processes to deal with "life changing events or issues after death" is a critical feature. This proactive approach ensures long-term security and adaptability for clients' plans.
• Probate Avoidance Expertise: Clients appreciate the firm's ability to create trusts and other instruments that significantly reduce or entirely bypass the often "tedious, expensive and time consuming" probate process, leading to quicker and easier estate settlement.
• Responsive and Open Communication: Testimonials frequently mention that the team, including "Brad and his team," moves swiftly and maintains "an open line of communication," allowing clients to "lay aside your stress and relax."
• Remote Legal Services: Understanding the diverse needs and locations of Wisconsin residents, the firm provides remote services, allowing clients to consult with the team without requiring in-person visits, enhancing convenience and accessibility.
• Attorney Brad Sarkauskas's Diverse Background: Brad's extensive background includes experience as an area developer for a national tax franchise and hosting a long-standing financial radio broadcast. This diverse expertise enriches his ability to provide holistic financial and legal advice.
• Licensed in Multiple Jurisdictions: Brad Sarkauskas is licensed to practice law in both Wisconsin and California, further demonstrating his broad legal capabilities.

Heritage Law Office is dedicated to making expert legal assistance accessible and understandable for individuals and families in Wisconsin. While traditional "promotions" are not typical in the legal field, the firm provides several valuable offerings that significantly benefit their clients:

• Free Video Library: A standout feature, this complimentary resource offers a wealth of information on topics such as trusts and wills. It allows potential clients to gain foundational knowledge and insights into the firm's expertise and professional approach before committing to services. This educational tool is a direct benefit, helping users understand complex legal concepts at their own pace.
• Free Consultations: Heritage Law Office provides free initial consultations, offering an invaluable opportunity for prospective clients to discuss their specific needs, ask questions, and explore potential legal strategies without any upfront financial obligation. This allows individuals to feel comfortable and confident in their decision to engage the firm.
• Remote Legal Services: As a commitment to client convenience and accessibility, Heritage Law Office offers the option of remote legal services. This allows clients from across Wisconsin to consult with their attorneys and handle legal matters without the need for in-person office visits, saving time and travel costs.

These offerings underscore the firm's client-centered philosophy, aiming to provide transparent, accessible, and high-quality legal support to the Wisconsin community.

For those in Wisconsin ready to take control of their future and address their estate planning, elder law, or business legal needs, Heritage Law Office is readily available to assist.

Address:

757 N Broadway Ste 300, Milwaukee, WI 53202, USA

Phone:

(414) 253-8500

Mobile Phone:

+1 414-253-8500

Prospective clients are encouraged to reach out by phone to schedule a consultation or inquire further about how Heritage Law Office can assist with their specific legal requirements. Their team is prepared to offer the guidance and support needed to navigate complex legal landscapes effectively.

For Wisconsin residents, Heritage Law Office stands out as an exceptional choice for legal services, particularly in the realms of estate planning, elder law, and business matters. Their deep-rooted understanding of Wisconsin-specific legal frameworks, combined with their client-first approach, makes them uniquely suited to serve the local community. The central Milwaukee location offers convenience for many, while their proactive adoption of remote legal services ensures that all Wisconsinites, regardless of their geographical location within the state, can access their expert guidance without hassle.

The firm's commitment to educating their clients, as evidenced by their free video library and patient answering of questions, empowers locals to make informed decisions about their future. This dedication to clarity and understanding is invaluable when dealing with sensitive and often complex topics like wills, trusts, and long-term care planning. Furthermore, the consistently positive reviews highlight their structured approach, which eliminates worries about details being overlooked, and their ability to move swiftly and maintain open communication, thereby reducing client stress. For those who have experienced or wish to avoid the complexities and costs of probate, Heritage Law Office's expertise in creating efficient estate plans offers a clear advantage, allowing local families to ensure their estates are settled quickly and easily. In essence, Heritage Law Office provides not just legal services, but peace of mind and a secure pathway for Wisconsin residents to protect their heritage and future.