Robert A. Ross is an estate planning attorney and counselor with offices in Northeastern Wisconsin. He is a certified Estate Planning Law Specialist and an accredited Estate Planner. He provides Business Succession Planning, Charitable Giving options and Retirement Planning. He is a member of the State Bar of Wisconsin, WealthCounsel, and the Wisconsin Council of Estate Planning Attorneys. Robert A. Ross received his B.S. from St. Norbert College and his J.D. from Marquette University Law School.
Jane E. Seusy is an attorney with over twenty-five years of experience in real estate and business. She now adds estate and Long-Term Care Planning to her practice areas. Jane received her J.D. from the University of Kansas in 1991 and has been practicing in the Green Bay area since 1992. She is a member of Wisconsin State Bar, WI NAELA, NAELA, Door County Bar Association, Elder Counsel and Wealth Counsel.
The death of a loved one marks a very challenging time. Not only are you dealing with the emotional side of losing someone important, you are now thrown into the process of settling their estate—a process unfamiliar and daunting to most of us. At
Ross Estate Planning, we know the loss of a loved one is a stressful and difficult time. We are dedicated to helping you through the settlement process. We have helped clients navigate the settlement process in trust administration, probate court and intestate succession. Our experienced team will work alongside you, expertly guiding you through the unfamiliar process with sensitivity and compassion.
Our role in the settlement process—
It is important not to rush the settlement process. Nothing needs to be done immediately.
There are some things to keep in mind initially:
Don’t withdraw funds or change accounts;
Don’t start distributing cash, jewelry, china,
Don’t try to use a power of attorney; and
Don’t deposit checks or write checks out of
their checking account.