Estate Planning
Probate Administration
Trust Administration
Special Needs Trust Planning
Guardianship
Elder Law & Asset Protection
Tax Planning & Preparation
Closely-Held Business Services
Transactional Real Estate
Fiduciary Litigation
Our Practice Areas
Related Attorneys
We regularly prepare:
- Federal and Wisconsin personal income tax returns
- Fiduciary income tax returns for trusts and estates
- Federal estate tax returns
- Federal gift tax returns
Tax Planning & Preparation for Milwaukee Families and Business Owners
Walter Brummund
Stephen A. Lasky
Comprehensive Tax Preparation Services
Thoughtful Tax Planning That Protects What You’ve Built
Tax planning plays a critical role in effective estate and wealth planning. At MWC, we help Milwaukee-area individuals and families make informed decisions that reduce unnecessary tax exposure while keeping long-term goals front and center. You worked hard to build your assets, and our role is to help preserve them for you and the people you care about.
Our attorneys bring deep experience in income, estate, and gift tax matters, allowing us to design practical strategies that fit your unique financial picture. We focus on clarity, efficiency, and planning that works in the real world.
Strategic Estate and Wealth Transfer Planning
Every client’s situation is different. We take the time to understand your priorities before recommending planning strategies that support your goals and minimize tax liability. This may include thoughtful coordination of beneficiary designations, planning for married couples, or more advanced tools when appropriate.
Whether your needs are straightforward or complex, our approach remains the same: personalized planning, clear communication, and solutions tailored specifically to you and your family.
Begin with a Thoughtful Conversation
Schedule A Consultation
Thoughtful tax planning is about more than numbers. It is about protecting your future and your family. If you are looking for experienced guidance from a Wisconsin firm that takes a personalized, client-focused approach, we invite you to connect with MWC.
