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Estate Planning & Will Preparation

The Lutheran High School Association of Greater Milwaukee Foundation allows us to provide a service of will and estate planning to our school families, alumni, and friends of our schools.

Wills and trusts (an estate plan) are a collection of documents that specify how you want your money and other assets distributed after your death, making it easier for your loved ones to handle your affairs during a time of grief.

Only 42% of U.S. adults have estate planning documents like a will or a living trust. For those with children under 18, the figure is even lower, with just 36% having an end-of-life plan. Do you need a will or trust and don’t know where to start? The LHSAGM is committed to helping families, and individuals navigate the estate planning process and complete a will or a living trust.

Why is it good to have a will or a trust?
  • You decide who in your family will receive your assets. Otherwise, the court can give them to other family members whom you may not want to receive anything.

  • If you have children under the age of 18, it protects them from being placed in the wrong guardianship through the court decision. 

  • It stops beneficiaries from overpaying in taxes. With just a little planning, you can reduce much or even all of your federal and state or inheritance taxes with your estate.

  • It eliminates the stress of decisions on family members, which can cause rifts.

  • If you would like to leave a legacy by starting a restricted fund with a charitable organization, including them in an estate plan is a perfect way to do this.

The bottom line

Simply put, if you want your assets and your loved ones protected when you no longer can do it, you will need a will or a trust. Without one, your loved ones could face huge tax burdens, and the courts could designate how your assets are divided or even who gets your children.

To get started on creating or revising your will, please fill out this short survey, or contact us at or 414.421.9100 for assistance at no cost to you.

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Estate Planning Survey
Do you currently have a will or trust (estate)?
Would you like help in creating or updating your will with the assistance of a reliable and experienced Estate Planning Coach? (This service is provided by The LHSAGM Foundation.)

Thanks for submitting! You can contact us at or 414.421.9100 if you have any questions.

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