Riverwood Law & Tax, S.C. - Waukesha, WI
Riverwood Law and Tax, S.C. provides integrated estate planning, probate administration, and tax preparation services in Waukesha, Wisconsin, helping individuals and families protect their assets through a complimentary initial consultation.
Comprehensive Estate Planning and Tax Counsel in Waukesha
Riverwood Law and Tax, S.C. is a dedicated legal and financial practice serving Waukesha County and southeastern Wisconsin. Founded in 2009, the firm delivers tailored solutions designed to protect client legacies, reduce tax liabilities, and ensure orderly wealth transfers. Led by attorney Matthew R. DeMark, the firm blends legal knowledge with accounting acumen to guide individuals and business owners through essential legal matters. Whether preparing essential directives or coordinating generational asset strategies, consulting a qualified estate planning lawyer ensures your intentions are fulfilled under Wisconsin law.
Core Practice Areas and Legal Services
When clients seek legal counsel for long-term security, Riverwood Law and Tax, S.C. provides reliable assistance across key legal areas:
- Wills and Trusts: Drafting revocable living trusts, irrevocable trusts, and last wills tailored to protect beneficiaries and preserve assets.
- Estate Planning: Structuring comprehensive plans that include healthcare powers of attorney, financial powers of attorney, and living wills.
- Probate and Trust Administration: Assisting personal representatives and trustees with probate court filings, inventory appraisals, and asset distributions.
- Tax Preparation and Planning: Providing individualized tax filings and proactive planning strategies to minimize liabilities for individuals and small businesses.
- Incapacity and Special Needs Planning: Establishing supplemental needs trusts that preserve government benefit eligibility under Title 19.
- Residential Real Estate: Reviewing purchase agreements, handling deed transfers, and structuring transfer on death deeds.
A Straightforward, Client-Centered Process
Navigating estate planning and tax rules can feel daunting, but Riverwood Law and Tax, S.C. simplifies the process through a structured approach:
- Complimentary Initial Consultation: Each matter begins with a no-cost discussion to evaluate personal objectives and family circumstances.
- Tailored Document Drafting: The legal team prepares customized documents compliant with Wisconsin statutory rules and tax laws.
- Careful Review and Execution: Attorneys review every provision with the client in plain language before formal signing and execution.
- Ongoing Strategic Support: The firm remains available to update plans as tax codes change or life milestones occur.
Why Choose Riverwood Law and Tax, S.C.
When you need to hire an attorney in Waukesha, working with a firm that integrates legal and tax proficiencies offers distinct advantages:
- Dual Legal and Tax Focus: Combining estate planning and tax preparation avoids costly gaps between financial and estate objectives.
- Recognized Peer Distinction: Firm attorneys have earned peer recognition, including Super Lawyers Rising Stars honors.
- Predictable Fee Options: Offering flat-fee and retainer options gives clients clarity and peace of mind from day one.
- Local Waukesha Presence: Conveniently located on Pewaukee Road, serving Waukesha, Brookfield, Pewaukee, and neighboring communities.
Schedule a Free Consultation
Securing your legacy and meeting tax obligations requires proactive legal representation. If you need to contact a lawyer to establish or update your estate plan, connect with Riverwood Law and Tax, S.C. to schedule your complimentary consultation.
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Location & Access
Primary Address
Conveniently located north of Waukesha near the Waukesha County Airport, this office is situated in a prominent professional corridor with easy highway accessibility.
Building Location
The office is located on the first floor of the Siepmann Realty Building, also known as the Law Offices at Rivers Edge. This is a two-story professional office building built in 1996, positioned immediately south of Interstate 94.
Parking Details
Ample complimentary parking is available for clients in the building's spacious surface private parking lot located directly adjacent to the property.
Accessibility / Suite Access
Enter through the main front entrance of the Siepmann Realty Building. The office is located on the first floor inside the Law Offices at Rivers Edge suite, easily accessible from the main lobby corridor.