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Walrath Law

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Monica provides tailored estate plans to meet the unique need of each client, ensuring peace of mind.

08/31/2026

Estate plans look different depending on which generation you are in.

We work with clients from the Silent Generation and the Boomer years often focus on legacy: passing something meaningful to children and grandchildren. While Gen Xers lean practically, wanting a clear structure without fuss, sometimes joking that they intend to spend it all first. Younger adults often just need a solid starting point, such as a basic estate plan.

Your plan should reflect your values and stage of life and not be a template borrowed from someone else.

Wherever you land, we'll meet you there. Explore your options at walrathlawllc.com.

08/27/2026

People are living longer than ever, which means a solid estate plan now has to stretch across more years, and more change, than it used to.

A plan built to cover a couple of decades used to be the solution. Longer retirements, a greater chance of needing care, and longer life expectancies all demand more from your estate plan.

Everyone deserves a plan that can grow with them. Let's make sure yours still fits your life at walrathlawllc.com.

08/12/2026

The day your child turns 18, the law sees them as an adult. That means you lose automatic access to their medical and financial information, even if you're still paying tuition.

Two documents fix this: a healthcare power of attorney and a financial power of attorney. Together, they let your college student stay independent while keeping you available to help when it matters.

Move-in day comes fast. Call us at 262-443-3530 before the semester starts, and we'll get your student set up.

08/04/2026

Is your child with special needs approaching their 18th birthday?

The moment they turn 18, the law sees them as an adult, even if they still rely on you for everyday decisions. The authority you've always had as a parent does not carry over on its own, which catches many families off guard.

For some, that means guardianship, while for others a lighter option like supported decision-making fits better. There's no single answer, and the choice requires real care.

Starting early makes the whole transition smoother and far less stressful. When you're ready to begin, we can talk through your options at walrathlawllc.com or by calling 262-443-3530.

07/31/2026

Hit the road worry free this summer by having someone you trust ready step in no matter where the trip goes.

Without those documents, even a spouse or adult child can be locked out of your medical decisions and your bank accounts if an emergency hits while you're away.

Walrath Law can quickly create them, and once they're done, they protect you for years of trips to come.

Give yourself one less thing to think about on the road, and we'll get your core paperwork squared away at walrathlawllc.com.

07/27/2026

When you build an estate plan, you name people to act for you when you can't. Choosing them is only half the job. They also need to understand what you're asking, so here are three roles to walk through together:

▪️ Successor trustee: manages and hands out what's in your trust.
▪️ Healthcare agent: speaks with your doctors and carries out your medical wishes.
▪️ Financial power of attorney: handles your bills, accounts, and money decisions.

The people you name should be ones you trust completely. Matching the right person to each role is our expertise. Start the conversation at walrathlawllc.com.

07/21/2026

Six months into 2026, most people have already had at least one life change their estate plan hasn't caught up to.

It doesn't take a dramatic event to knock a plan out of date. A new home, a grandchild, a different set of accounts, or a diagnosis in the family can quietly put your will, trust, or power of attorney out of step with the life you're actually living.

The fix is usually simpler than people expect: a quick beneficiary update or a refreshed directive can spare your loved ones confusion later, and sorting it out rarely takes more than a short conversation.

If something shifted for you since January, we'll take a look together. Book a complimentary consultation at walrathlawllc.com.

06/23/2026

Estate planning can feel overwhelming, especially when you’re not sure where to begin. It doesn’t have to happen all at once. Starting with one or two decisions is often enough to move things forward.

Over time, those small steps can create a clear and thoughtful plan. If you’d like to start that conversation, you can reach us here: https://walrathlawllc.com/

06/18/2026

A will and a trust are tools used in planning, but they serve different purposes. A will outlines your wishes and typically goes through a court proceeding after death. A trust can help manage assets during life and after, often with more flexibility.

The right choice depends on your situation and what you want your plan to accomplish. If you’d like to explore the difference in more detail, you can reach out here: https://walrathlawllc.com/

06/10/2026

Before heading out for summer travel, most people focus on packing and plans. However, it can also be a good time to make sure key documents and decisions are in place, just in case something unexpected comes up.

Having a plan doesn’t change your trip, but it can make things easier if needed. You’re welcome to learn more or reach out here: https://walrathlawllc.com/

Address

606 E. Wisconsin Avenue , Suite 2
Oconomowoc, WI
53066

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

(262)4433530

Website

https://walrathlawllc.com/

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