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Estate Planning

Security For The Future

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Estate Planning

Understanding Your Goals.

At Huberty, we understand estate planning on your own can be complicated and costly. We can assist you with clearly defining and understanding your estate planning goals and assembling a team of experts, as needed, including attorneys and financial advisors. We can also assist you in organizing and reviewing your planning documents already in place and recommend amendments where needed to achieve your estate planning goals. At Huberty we are here to help you decrease problems, expenses, and public availability of probated assets, reduce taxes at time of your death and help you plan for conserving and managing your estate after death.

We stay involved when the estate becomes active, helping the estate executor or administrator with any required estate tax returns (including those filed only for portability of estate tax exemption), fiduciary income tax returns, probate and trust court accountings and advising on possible post-death elections. Huberty works with you, your family or your business in implementing the plan both before and after the date of death.

Developing A Unique Plan.

Huberty is continually involved in assisting clients, both business and individual, with planning for the future. In the estate planning area, we advocate a team approach, working closely with the individual’s family, your estate planning attorneys and your investment advisors to assist you in developing the best approach for each individual’s circumstances to plan for wealth transfer, whether that is to a spouse, succeeding generations, charities or other beneficiaries.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. The hassles and red tape associated with estate planning can be daunting, but you don’t need to do it alone. Our team is waiting to assist you through every step of the process.

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Michael Hass is Huberty’s estate planning expert.

Michael Haas

Work With Our Experts.

Michael Haas is a Senior Manager in Huberty’s Sheboygan and Fond du Lac offices. Michael was born and raised in northwest Ohio. He earned his Bachelors of Science in Accounting and Finance from Indiana University’s Kelly School of Business. Michael then attended the University of Wisconsin Law School where he earned his Juris Doctorate, cum laude.

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Wealth Management

Huberty helps your business develop assets for tomorrow by making intelligent financial decisions today. We take an integrated approach to financial planning, investment management, and tax services. Huberty is uniquely positioned to help you make consistently wise financial decisions and provide strategies and solutions that will guide you toward success.

Learn More

Tax Planning

At Huberty, we know every client is unique. Our team will get to know you, your objectives, plans, and opportunities before developing a custom-fit strategy that will help you reach your goals and objectives.

Exit/Succession

Selling your business or transferring it to family or employees is a process that is typically only done once in a lifetime. Therefore, it is important to enlist the experience of exit and succession planning experts. Huberty’s advisors provide support with pre-planning, staging of the business for the transfer, and throughout the transfer.

Business Planning

Business planning is a broad topic that takes many forms. Start-up planning, planning for new ventures like product lines or geographic penetration, organizational changes, and new distribution channels are all facets of business planning that require acute attention. At Huberty, our business planning experts provide and help you evaluate all of the options that will lead your business down the paths of growth, success, and business prosperity.

Coaching

As the leader of your business, it can be lonely at the top. Having an objective sounding board to help you think through a problem or a strategy can inspire you to new action or innovation. Huberty’s business coaches help our clients discover the right solutions for themselves through education about best practices, evaluation of options, and accountability. Our expert business coaches are committed to your success, helping you overcome the obstacles holding back you and your organization.

Estate Planning

Regardless of your age or economic situation, proper planning is essential in ensuring that your assets will be preserved and distributed according to your intentions. At Huberty, our advisors take a comprehensive approach to estate planning. We understand that proper planning will provide financial security for you and your heirs, so we ensure that the greatest value of your assets is ultimately transferred to your beneficiaries in an efficient manner. We will assist you with maximizing your wealth and minimizing your estate and income taxes.

Learn More
Wealth Management

Huberty helps your business develop assets for tomorrow by making intelligent financial decisions today. We take an integrated approach to financial planning, investment management, and tax services. Huberty is uniquely positioned to help you make consistently wise financial decisions and provide strategies and solutions that will guide you toward success.

Learn More
Tax Planning

At Huberty, we know every client is unique. Our team will get to know you, your objectives, plans, and opportunities before developing a custom-fit strategy that will help you reach your goals and objectives.

Exit/Succession

Selling your business or transferring it to family or employees is a process that is typically only done once in a lifetime. Therefore, it is important to enlist the experience of exit and succession planning experts. Huberty’s advisors provide support with pre-planning, staging of the business for the transfer, and throughout the transfer.

Business Planning

Business planning is a broad topic that takes many forms. Start-up planning, planning for new ventures like product lines or geographic penetration, organizational changes, and new distribution channels are all facets of business planning that require acute attention. At Huberty, our business planning experts provide and help you evaluate all of the options that will lead your business down the paths of growth, success, and business prosperity.

Coaching

As the leader of your business, it can be lonely at the top. Having an objective sounding board to help you think through a problem or a strategy can inspire you to new action or innovation. Huberty’s business coaches help our clients discover the right solutions for themselves through education about best practices, evaluation of options, and accountability. Our expert business coaches are committed to your success, helping you overcome the obstacles holding back you and your organization.

Estate Planning

Regardless of your age or economic situation, proper planning is essential in ensuring that your assets will be preserved and distributed according to your intentions. At Huberty, our advisors take a comprehensive approach to estate planning. We understand that proper planning will provide financial security for you and your heirs, so we ensure that the greatest value of your assets is ultimately transferred to your beneficiaries in an efficient manner. We will assist you with maximizing your wealth and minimizing your estate and income taxes.

Learn More

Start Your Estate Planning.

Contact Michael and the Huberty team to begin planning.

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