Estate Planning Attorneys in Bloomington, IN

We did the hard work of finding trustworthy partners in Bloomington, IN. Fill out the form to get connected.
Scroll to List of Firms

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Bloomington, IN Estate Planning Law Firms

generic_business-71
Salzmann Law
5 out of 5
Location 1114 N College Ave, Bloomington, IN 47404, USA
Phone (812) 333-2275
Language http://www.salzmannlaw.com/
Directions
generic_business-71
Siefers Law Office, P.C.
Location 205 S Walnut St #10th, Bloomington, IN 47404, USA
Phone (812) 558-0533
Language http://www.elderlawonline.com/
Directions
generic_business-71
Dustin L. Plummer
3 out of 5
Location 511 S Woodscrest Dr, Bloomington, IN 47401, USA
Phone (812) 332-5000
Language https://www.lawmg.com/attorney/plummer-dustin-l/
Directions
generic_business-71
H. Michelle Gregory LLC
4 out of 5
Location 101 W Kirkwood Ave #006A, Bloomington, IN 47404, USA
Phone (812) 339-3600
Language http://www.hmichellegregoryllc.com/
Directions
generic_business-71
Clendening Johnson & Bohrer, P.C.
4 out of 5
Location 409 W Patterson Dr Suite 205, Bloomington, IN 47403, USA
Phone (812) 332-1000
Language https://www.lawcjb.com/?npcmp=dir:local:4492891:47403
Directions
generic_business-71
Berry & Domer
5 out of 5
Location 1503 W Arlington Rd, Bloomington, IN 47404, USA
Phone (812) 336-8300
Language http://www.berrydomerlaw.com/
Directions
generic_business-71
Bunger & Robertson
4 out of 5
Location 211 S College Ave, Bloomington, IN 47404, USA
Phone (812) 332-9295
Language http://lawbr.com/
Directions
generic_business-71
Schulz Reagan, LLC
5 out of 5
Location 714 W Kirkwood Ave, Bloomington, IN 47404, USA
Phone (812) 339-6055
Language http://www.schulzreagan.com/
Directions
generic_business-71
Kerr Law, P.C.
3 out of 5
Location 320 W 8th St #114, Bloomington, IN 47404, USA
Phone (812) 935-5377
Directions
generic_business-71
Liell & McNeil Attorneys, PC
5 out of 5
Location 511 S Madison St, Bloomington, IN 47403, USA
Phone (812) 333-5355
Language https://liellmcneil.com/
Directions
generic_business-71
Freitag E Paige
5 out of 5
Location 400 W 7th St suite 110, Bloomington, IN 47404, USA
Phone (812) 676-6030
Language http://www.bloominglaw.com/
Directions
Estate Planning Lawyers in Bloomington, IN

Where Estate Planners in Bloomington, IN Serve

Bloomington, IN is a vibrant city in southern Indiana, known for its rich culture, thriving economy, and stunning natural landscapes. From the iconic Indiana University campus to the historic Courthouse Square, Bloomington is full of landmarks that showcase its unique character and charm. The city is home to a diverse array of top employers, including Cook Medical, Indiana University, and Baxter Healthcare, which provide ample job opportunities for residents. Major highways and streets like State Road 37, State Road 45, and College Avenue make it easy to navigate the city and explore its many neighborhoods, each with their own distinct personality. From the trendy downtown area to the quiet suburbs, Bloomington has something for everyone. Whether you're looking for a bustling urban environment or a peaceful retreat in nature, Bloomington has it all.

Financial Services Related to Estate Planning in Bloomington, IN

Banks and Credit Unions

Residents of Bloomington, IN can benefit from a bank in numerous ways. One of the most common ways is through the provision of financial services such as checking and savings accounts, loans, and credit cards. A bank can also assist residents in managing their finances through financial planning and investment advice. In Bloomington, a bank can be particularly helpful for college students attending Indiana University who may need to open a student account, apply for a loan, or access financial aid. Additionally, a bank can provide support to local businesses by offering loans and other financial services to help them grow and succeed in the community. Overall, a bank can be a valuable resource for residents of Bloomington, IN, helping them to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Bloomington, IN can benefit greatly from the services of an insurance broker. With the high cost of healthcare in the United States, an insurance broker can help residents find affordable health insurance plans that fit their needs. In Bloomington, where Indiana University is located, many residents are students or faculty members who may not be familiar with the intricacies of health insurance. An insurance broker can provide guidance on which plans offer the best coverage for the lowest cost. Additionally, Bloomington is located in an area that is prone to severe weather, including tornadoes and thunderstorms. An insurance broker can help residents find the right homeowners or renters insurance policies to protect their homes and belongings in case of a natural disaster. Overall, an insurance broker can provide valuable assistance to Bloomington residents in navigating the complex world of insurance and finding the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Bloomington, IN can benefit greatly from the services of a retirement planner. With a high population of retirees in the area, a retirement planner can provide guidance on how to maximize retirement income and ensure that savings last throughout retirement. Specifically, a retirement planner can help Bloomington residents navigate the complex world of Social Security and Medicare, which can be especially confusing for those who are new to retirement. Additionally, a retirement planner can help residents develop a personalized retirement plan that takes into account their unique goals and financial situation. This can provide peace of mind and a sense of security for those who are approaching retirement or already retired.

Wealth Management

Residents of Bloomington, IN can benefit greatly from the expertise of a wealth manager. Bloomington is home to Indiana University, which means that many residents are either students or faculty members. A wealth manager can help these individuals navigate the complexities of student loans and retirement planning. Additionally, Bloomington is known for its vibrant arts and culture scene, which can be expensive to participate in. A wealth manager can help residents create a budget that allows them to enjoy all that Bloomington has to offer without sacrificing their financial stability. Overall, a wealth manager can provide personalized financial advice to help residents of Bloomington achieve their long-term financial goals.

Financial Advisor

Residents of Bloomington, IN can benefit from the guidance of a financial advisor in many ways. One of the most common ways is through retirement planning. With Indiana's cost of living being lower than the national average, many residents may not realize the importance of saving for retirement. A financial advisor can help residents create a plan that fits their unique needs and goals, whether it's investing in a 401(k) or IRA, or exploring other options. Additionally, Bloomington is home to Indiana University, which means many residents may have student loan debt. A financial advisor can help residents navigate their debt repayment options and create a plan to pay off their loans efficiently. Overall, a financial advisor can provide valuable guidance to Bloomington residents looking to secure their financial future.

Mortgage Loan Officer

Residents of Bloomington, IN can greatly benefit from the expertise of a mortgage loan officer. Specifically, with a growing population of students and young professionals, many residents are looking to purchase their first home or investment property in the area. A mortgage loan officer can assist in navigating the complex process of securing a mortgage, including finding the best rates and terms, completing paperwork, and ensuring a smooth closing process. Additionally, with the unique housing market in Bloomington, which includes a mix of historic homes and new developments, a mortgage loan officer can provide valuable insight into the local real estate market and help residents make informed decisions about their home purchase. Overall, working with a mortgage loan officer can ease the stress and uncertainty of the home buying process and help residents achieve their dream of homeownership in Bloomington, IN.

Tax Services

Residents of Bloomington, IN can benefit greatly from the expertise of a tax advisor. With the city being home to Indiana University, many residents are students who may have questions about filing taxes for the first time or need guidance on how to maximize education-related tax credits. Additionally, Bloomington has a thriving arts community, which means that many residents may have income from freelance work or sales of artwork that require specialized tax advice. A tax advisor can also assist small business owners in Bloomington with tax planning and compliance, ensuring that they are taking advantage of all available deductions and credits while avoiding costly mistakes. Overall, a tax advisor can provide invaluable assistance to residents of Bloomington, IN in navigating the complex world of taxes and maximizing their financial well-being.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Bloomington, IN can provide a wide range of services to help individuals and families plan for their future. These services may include drafting wills, trusts, and other legal documents to ensure that assets are distributed according to the individual's wishes. Additionally, an estate planning lawyer can provide guidance on tax planning, charitable giving, and other important considerations. One unique aspect of Bloomington, IN is its thriving arts community, which can make estate planning particularly complex for individuals with valuable art collections or other creative assets. An experienced estate planning lawyer in Bloomington can help navigate these complexities and ensure that all assets are protected and distributed appropriately.

Bloomington, IN is undoubtedly the best place to find an estate planning lawyer. The city boasts of a diverse and knowledgeable pool of legal professionals who can provide expert advice on estate planning matters. Moreover, Bloomington is home to the Indiana University Maurer School of Law, which consistently ranks among the top law schools in the country. This means that estate planning lawyers in Bloomington have access to cutting-edge legal research and training, which they can apply to their practice. Additionally, Bloomington's vibrant and close-knit community fosters a culture of collaboration and innovation, which makes it easier for estate planning lawyers to work together and share knowledge. With all these factors in play, it's no wonder why Bloomington is a top destination for anyone seeking the services of an estate planning lawyer.