Heritage Law Office

- 757 N Broadway Ste 300, Milwaukee, WI 53202

When it comes to securing your family's future, protecting your assets, and planning for the unexpected, having the right legal partner is not just a convenience—it's a necessity. For residents throughout Wisconsin, Heritage Law Office in Milwaukee offers comprehensive and specialized legal services in the critical areas of estate planning, elder law, and business law. This article provides a detailed overview of the firm, highlighting its structured approach, breadth of knowledge, and what makes it a trusted resource for a wide range of legal needs.

Heritage Law Office is a well-established law firm with a focused practice that serves individuals, families, and business owners. The firm’s approach is built on a foundation of providing clear, structured legal guidance on often-complex topics. As one client noted, they were impressed with the firm's "structured approach," which made them "feel comfortable that nothing would be 'missed.'" This meticulous attention to detail is a hallmark of their professionalism and ensures that every client receives a thorough and comprehensive legal plan.

A standout feature of the firm is its commitment to client education. As a reviewer highlighted, the "free video library helped me understand trusts / wills" and showcased the team's extensive knowledge. This proactive approach to informing clients helps them feel more empowered and confident in the decisions they are making. The firm also demonstrates immense patience for answering questions, recognizing that these legal topics are often new and confusing for clients. They "answered / anticipated" questions until the client felt they had a solid understanding, which is invaluable during such an important process.

The firm's expertise extends beyond simple will writing to more intricate legal matters. Whether it is a business owner looking to create a succession plan or a family planning for a loved one's long-term care through Medicaid, Heritage Law Office provides expert guidance. The firm's ability to handle a broad spectrum of legal issues within their specialty areas makes them a versatile and reliable partner for clients at various stages of their lives and careers.

Led by attorneys with a deep understanding of these legal fields, including Brad Sarkauskas, Heritage Law Office is dedicated to helping clients protect their assets and ensure their wishes are carried out. They understand that legal planning is not just about documents; it's about providing peace of mind and securing a legacy. Their professional and knowledgeable team is ready to guide Wisconsin residents through these difficult topics with ease and confidence.

Heritage Law Office is centrally located in the heart of downtown Milwaukee, at 757 N Broadway Ste 300, Milwaukee, WI 53202, USA. This is a convenient and accessible location for clients from Milwaukee and the surrounding communities. The firm's location in a prominent urban center makes it easy to find and reach, whether traveling by car or using public transportation.

Recognizing the diverse needs of its clients, the firm has made accessibility a priority. The building features a wheelchair accessible parking lot, providing a designated and convenient space for clients with mobility challenges. Additionally, a wheelchair accessible restroom is available, further ensuring that all clients can visit the office comfortably. These features reflect the firm's commitment to providing an inclusive and welcoming environment for everyone.

The firm also offers flexible service options to accommodate clients' needs and preferences. In addition to traditional onsite services, they provide online appointments, which is a significant benefit for clients who may live far from the office or prefer the convenience of a virtual meeting. This flexibility demonstrates a modern and client-focused approach to legal practice.

The firm operates on an appointments-recommended basis. This policy ensures that each client receives the focused and dedicated time they need to discuss their sensitive legal matters thoroughly, without feeling rushed. This structured approach, combined with the convenient location and accessibility features, helps to make the legal process as smooth and stress-free as possible.

• Estate Planning: The firm provides comprehensive estate planning services, including the drafting of wills, trusts, and other essential documents. They specialize in creating tailored plans for professionals and those with high wealth, focusing on asset preservation, charitable giving, and estate tax planning.

• Elder Law and Medicaid Planning: Heritage Law Office assists clients with crucial elder law matters, such as long-term care planning, Medicaid application, and securing veterans benefits. They help families navigate the complexities of nursing home planning and ensure that assets are protected for future generations.

• Business Law: The firm provides legal services for business owners, including business creation, formation, and succession planning. They assist with various legal structures, such as LLCs, corporations, and partnerships, and draft important documents like operating agreements.

• Probate and Trust Administration: The firm guides clients through the probate process and trust administration, helping to avoid common pitfalls. They provide legal assistance to ensure that estates are settled efficiently and assets are distributed according to the deceased’s wishes, helping to "avoid the costly and litigious probate process," as one client noted.

• Securities Litigation: Heritage Law Office has expertise in securities law and litigation, handling cases such as lawsuits for churning, theft from a financial advisor, and unsuitability. This service is crucial for protecting clients' financial investments and holding negligent parties accountable.

• Special Needs Planning: The firm offers specialized legal advice for families with a loved one who has special needs. They assist in creating special needs trusts and other planning documents to ensure that the individual's future is secure without jeopardizing their eligibility for government benefits.

• Free Consultation: The firm offers a free initial consultation, which allows prospective clients to discuss their legal needs with an attorney without any financial obligation. This is a great way to get started and understand your options before committing to legal services.

• Specialized and Broad Expertise: The firm's ability to handle not just estate planning but also elder law, business law, and securities litigation is a major highlight. This breadth of knowledge within specialized fields allows them to provide comprehensive and integrated legal solutions for individuals and business owners alike.

• Structured and Professional Approach: As praised by a client, the firm’s structured process ensures that all details are covered, providing peace of mind. This professional and methodical way of handling cases builds confidence and trust in their services.

• Commitment to Client Education: The availability of a free video library and a patient approach to answering questions sets the firm apart. They believe in empowering their clients with knowledge, which makes the legal process feel less intimidating and more transparent.

• Flexible Service Options: The offer of both onsite and online appointments provides great convenience and accessibility. This is particularly beneficial for clients with busy schedules or those who live outside the Milwaukee area.

• Physical Accessibility: The firm’s location offers a wheelchair accessible parking lot and restroom, demonstrating a commitment to serving all members of the community and ensuring that the office is welcoming and comfortable for every client.

To discuss your legal needs with a knowledgeable attorney at Heritage Law Office, you can use the following contact information.

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

Phone: (414) 253-8500

Appointments are recommended to ensure you receive the dedicated and focused attention you deserve.

For residents of Wisconsin, choosing the right legal team for sensitive matters like estate planning, elder law, and business succession is paramount. Heritage Law Office is an excellent choice for a number of compelling reasons. The firm's structured and professional approach is designed to instill confidence. They meticulously cover every aspect of your legal needs, ensuring that nothing is missed. This thoroughness is particularly valuable when dealing with complex financial and family matters.

Another significant factor is the firm's breadth of knowledge. While many firms might specialize in one area, Heritage Law Office provides integrated legal solutions that span estate planning, elder law, and business law. This means you can address multiple legal needs under one roof, with a team that understands how these different areas intersect. The ability to handle everything from writing a simple will to a complex lawsuit for securities fraud makes them a versatile and reliable partner for life.

The firm’s dedication to educating and empowering its clients is also a powerful reason to choose them. The free video library and their patience in answering questions show a genuine commitment to helping people understand their options, rather than just selling a service. This client-first philosophy, as evidenced by positive reviews, makes the experience of legal planning feel collaborative and supportive.

Finally, the practical conveniences offered by the firm—including online appointments, a centrally located office in Milwaukee, and physical accessibility features—make the process as easy as possible. The blend of deep expertise, a professional and compassionate approach, and modern convenience makes Heritage Law Office a premier choice for anyone in Wisconsin seeking to protect their assets and plan for the future with confidence.

Heritage Law Office

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