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Wills & Trusts

Basic estate planning is your responsibility to those who survive you. Montroll, Oettinger & Barquist P.C., gives careful consideration to the estates of our clients so they can be confident in their decisions.

Mark Oettinger

Mark is experienced with estates ranging from ones with limited assets to those with large, complex holdings.

Andy Montroll

Andy has guided many clients through the process of creating a trust or will that best matches their wishes for their family members.

 

How We Can Help

Thoughtful estate planning can save your family a great deal of money and stress during an extremely difficult time. The attorneys at Montroll, Oettinger & Barquist P.C., help you create a solid estate plan, one that can bring you peace of mind. We understand the components of a well-planned estate and will work with you to ensure that your desires are met.

It is important to consider the following actions in the creation of your estate plan:

  • Creating a last will and testament

  • Designating beneficiaries

  • Creating a durable power of attorney

  • Determining business succession

  • Naming a guardian for your children

  • Including philanthropic giving in your estate plan

  • Writing healthcare directives

  • Creating a living trust