Collins Law Firm, LLC

Collins Law Firm, LLC

5.0
3 employees
7 years in business

About this pro

Your Attorney and Partner in Building a Legacy

 

Imagine that you travel out to a piece of land and begin to build without any plans. You have no architectural guidelines or construction blueprints. It would seem unwise, wouldn’t it? And yet, in my profession, I encounter this type of thinking related to estate planning on a daily basis. 

 

Everyone has an estate. You may own a car, a home, other property, a business, savings accounts or other investments, furniture, or other personal possessions. If you plan properly, you can build a legacy for your family and future generations. It’s never too early to start and it’s never too late to begin. I can assist you in this process and help you to build and protect your assets. Working through the estate planning process with me will give you and your family goals to aim for and the security that comes from peace of mind.

 

In many ways, I feel uniquely qualified to help you and your family through this process. My father came from a family of 12 children and my mother from a family of 7. They didn’t have much growing up, but they worked extremely hard to create something for themselves, their families, and the next generation. Their work ethic and legacy building is a part of me. I benefitted from their efforts and want to continue their legacy.

 

During my undergraduate years, I studied international business in Belgium and learned to speak French. After college, I spent time in England and Spain and in 2004 I had the good fortune to take a trip around the world through Europe, Asia, and Australia. I studied international law through a program at the University of Toronto in Canada and the East China School of Politics and Law in Shanghai. My travels solidified my education and gave me a better understanding of people from different cultures and backgrounds. It also gave me a deep appreciation for the beauty that exists worldwide and that all of us have the opportunity to share if we preserve it.

 

When I began my career, I quickly faced the challenges that all entrepreneurs face. As a small business owner, I’ve experienced the focused effort it takes to build a business and how critical it is to preserve what you have built. My wife and I have two children and I see first-hand how easy it is to get caught up in the day-to-day. It’s important to maintain a view of the bigger picture of what you’re building for your family and for their future families. Estate planning builds a bridge of hope for a better future not only for generations within a family but also for communities as a whole.  

 

The plans that we will create together for your family will be tailored to your personality, goals, and values. You’ll be involved in every stage of the process as we go through the available options together. By creating this plan, you’ll ensure that your desires are carried out throughout your lifetime and beyond.

 

No matter whether you are just starting your family or you are close to retiring, if you are thinking of estate planning, call me to set up a consultation. Take the time to fill out our Estate Planning checklist in advance so I can tailor our initial discussion to your needs. I look forward to helping you build your legacy.

The Experienced Choice

 

Collins Law Firm is a new kind of law firm for a changing world. Collins Law Firm is consistent, patient and professional, giving each case the attention it deserves. An integral part of its service is working closely with its clients so they can make the right decisions with respect to their estate planning and power of attorney needs.

Our loved ones are often the reason we work so hard. Collins Law Firm's job is to help you make sure you and your loved ones are cared for if something happens to you and preserve the resources you have for their benefit.

 

Collins Law Firm works 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. At Collins Law Firm takes pride in our ability to find the right fit based clients’ values; ensure they understand the available options and are actively engaged in the process. Collins Law Firm focuses on clients’ personalities, goals and values to provide a tailored estate planning solution

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Credentials

Milwaukee, WI 53226
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FAQs


What is your typical process for working with a new customer?
Hello and thank you for considering Collins Law Firm, LLC for your legal needs.  I am writing today because I want to help you protect what’s important to you. You may still need to set up an initial consultation or we may have just finished one. 
Most people I talk with have many questions. I am often asked:
Estate Planning!  Isn’t “estate planning” for rich people?
You don’t need a fortune to benefit from an estate plan.  In fact, most of my clients are just like you…a house, cars, IRAs, life insurance, some investments, a small business, etc…and, most importantly, a family they want to protect.  Want to leave money to your church, your alma mater, or other charity?  If so, an estate plan is how you get there.
I also hear – I signed a will or trust a few years ago, why would I need to do it again?
Remember, the only constant in the world is change...and that Congress and the courts are constantly rewriting the rulebook.  A few years might as well be an eternity when it comes to our tax laws.  Plus, our lives, circumstances, needs, and goals are always changing too. Your will and trust must be updated as the law and your circumstances change.

Overview of Collins Law Firm Estate Planning Process

  • Initial Consultation – The purpose of the initial interview is to set expectations for the entire process. We also make sure the relationship between Collins Law Firm and the client is a good fit. We will review procedures, the client’s goals and the client’s current estate planning documents. We will also discuss the financial protocols and Collins Law Firm will provide a flat fee to the new client based on their estate planning needs. Clients should be prepared to pay half of the flat fee and sign the legal services agreement at this meeting if they would like to move forward. This will expedite the process and, in certain cases, we can hold the design meeting immediately after the initial consultation.
  • Design Meeting – Collins Law Firm will become familiar with the details of the client’s family. We will review the estate planning process and get client feedback on a range of specific issues. During and after the design meeting Collins Law Firm will create a design and draft the estate planning documents necessary to implement the client’s wishes. Collins Law Firm will also meet with the client’s other financial professionals like financial planners, insurance agents, and CPA’s, if necessary.
  • Estate Plan Delivery Meeting – Collins Law Firm will review the documents with the client and answer any questions prior to the client executing the documents. In addition to the original documents, the clients will receive digital copies and a binder with hard copies of the final documents. The binder will also include additional estate planning guidance now that the client has their estate plan in place. Clients should be prepared to pay the final half of the flat fee at this meeting.
  • Legacy Meeting – Collins Law Firm and the client meet to discuss how the client can implement the estate plan to preserve and expand the client’s financial estate. We will also discuss how the estate can be used to save taxes if it is applicable to the client’s specific situation.
Thanks again and I look forward to working with you. If you have not done so already, please click here to schedule a free estate planning consultation.