Estate Planning Attorneys in Brookfield, WI

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List of Firms

Top Brookfield, WI Estate Planning Law Firms

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Attorney Joanne Leifheit
5 out of 5
Location N27 W23953 Paul Rd, Pewaukee, WI 53072, USA
Phone (262) 347-2820
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Senior Planning Group
5 out of 5
Location 125 N Executive Dr Suite 210, Brookfield, WI 53005, USA
Phone (262) 670-8888
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Trapp & Hartman, S.C.
4 out of 5
Location 19395 W Capitol Dr #201, Brookfield, WI 53045, USA
Phone (262) 783-2700
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DeWitt LLP | Greater Milwaukee | Brookfield Law Firm
3 out of 5
Location 13845 Bishops Dr Ste 300, Brookfield, WI 53005, USA
Phone (262) 754-2840
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Carroll Estate Planning, LLC
5 out of 5
Location 333 Bishops Way Suite 118, Brookfield, WI 53005, USA
Phone (262) 432-7301
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Wagner & Gustafson LLC
5 out of 5
Location 200 S Executive Dr Suite 101, Brookfield, WI 53005, USA
Phone (414) 731-1379
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Lyons & Ranta LLP
Location 150 S Sunny Slope Rd STE 270, Brookfield, WI 53005, USA
Phone (262) 432-2230
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Angermeier & Rogers, LLP
Location 200 S Executive Dr #101, Brookfield, WI 53005, USA
Phone (262) 923-7358
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Hume Law Office
5 out of 5
Location 350 Bishops Way #106, Brookfield, WI 53005, USA
Phone (262) 789-6845
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Schmidlkofer, Toth, Loeb & Drosen, LLC
4 out of 5
Location 949 Glenview Ave, Wauwatosa, WI 53213, USA
Phone (414) 250-8548
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John G. Movroydis
Location 13845 Bishops Dr, Brookfield, WI 53005, USA
Phone (262) 754-2840
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Collins Law Firm, LLC | Estate Planning Attorney Milwaukee
5 out of 5
Location 11616 W North Ave Suite A, Wauwatosa, WI 53226, USA
Phone (414) 207-6292
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Bertram & Bertram, SC
Location 350 Bishops Way, Brookfield, WI 53005, USA
Phone (262) 789-9030
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Phillip Remmers Estate Lawyer
5 out of 5
Location 1601 E Racine Ave #200, Waukesha, WI 53187, USA
Phone (262) 542-4278
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Krawczyk Duginski & Rohr SC
5 out of 5
Location 16535 W Bluemound Rd Suite #310, Brookfield, WI 53005, USA
Phone (262) 827-5800
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Horizons Law Group, LLC
4 out of 5
Location 611 N Barker Rd Ste 209 Suite 209, Brookfield, WI 53045, USA
Phone (262) 432-3600
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Kay & Kay Law Firm
4 out of 5
Location 675 N Brookfield Rd STE 200, Brookfield, WI 53045, USA
Phone (262) 784-7110
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Estate Planning Lawyers in Brookfield, WI

Where Estate Planners in Brookfield, WI Serve

Nestled in the heart of Waukesha County, Brookfield, WI is a vibrant and bustling city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Brookfield Square Mall to the iconic Mitchell Park Conservatory, there's something for everyone in this charming city. Home to major employers like GE Healthcare, Fiserv, and Kohl's, Brookfield is a hub for innovation and growth. And with easy access to major highways like I-94 and US-18, getting around the city is a breeze. But what really sets Brookfield apart are its unique neighborhoods, each with its own character and charm. From the historic homes of East Town to the modern developments of Brookfield Hills, there's a neighborhood for every taste and lifestyle. So whether you're looking for a vibrant city with endless opportunities or a quiet suburban oasis, Brookfield, WI has it all.

Financial Services Related to Estate Planning in Brookfield, WI

Banks and Credit Unions

Residents of Brookfield, WI can benefit from a bank in many ways. One of the most common ways is through personal banking services such as checking and savings accounts, loans, and mortgages. Additionally, a bank can provide financial advice and guidance to help residents manage their money and plan for the future. For example, with Brookfield being a suburb of Milwaukee, a bank can provide resources and support for those looking to invest in the local real estate market. Furthermore, a bank can offer online and mobile banking options, making it easy and convenient for residents to access their accounts and manage their finances from anywhere. Overall, a bank can be a valuable resource for residents of Brookfield, WI in achieving their financial goals and securing their financial future.

Insurance Broker

Residents of Brookfield, WI can benefit greatly from the help of an insurance broker. With the city being home to a large number of families and businesses, an insurance broker can provide personalized coverage options that meet the unique needs of each individual or company. For example, with Brookfield being located in an area that is prone to severe weather conditions, an insurance broker can help residents secure comprehensive coverage for their homes and businesses to protect against potential damages caused by storms or other natural disasters. Additionally, an insurance broker can help residents navigate the complex world of healthcare insurance, ensuring that they have access to the best coverage options available to meet their specific healthcare needs. Overall, an insurance broker can provide valuable guidance and support to residents of Brookfield, helping them to protect their assets and achieve peace of mind.

Retirement Planning

Residents of Brookfield, WI could benefit greatly from the services of a retirement planner. With a population of over 38,000, many individuals may have questions about how to best prepare for their future. A retirement planner can help Brookfield residents by providing personalized advice on how to save for retirement, create a budget, and manage their investments. Additionally, with the median household income in Brookfield being higher than the national average, a retirement planner can help individuals with higher income levels navigate more complex financial planning strategies such as estate planning and tax optimization. Overall, a retirement planner can provide peace of mind and a clear path forward for Brookfield residents looking to secure their financial future.

Wealth Management

Residents of Brookfield, WI could benefit from the services of a wealth manager in a multitude of ways. One specific area that a wealth manager could assist with is navigating the local tax laws and regulations. Brookfield, WI has a unique tax structure, with a higher tax rate than many surrounding areas. A wealth manager could help residents optimize their tax strategies, potentially saving them thousands of dollars each year. Additionally, a wealth manager could provide guidance on investment opportunities and retirement planning, ensuring that residents are on track to meet their financial goals. With the help of a skilled wealth manager, residents of Brookfield, WI can feel confident in their financial future.

Financial Advisor

Residents of Brookfield, WI can benefit greatly from the expertise of a financial advisor. One of the most common ways that a financial advisor can help residents of Brookfield is by creating a personalized financial plan that takes into account their unique goals and circumstances. This can include strategies for saving for retirement, paying off debt, and investing in the local economy. Additionally, a financial advisor can help residents navigate the complex tax laws that may impact their finances in Brookfield, such as the state's high income tax rates and property taxes. By working with a financial advisor, residents of Brookfield can feel confident in their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of Brookfield, WI can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether it be through a traditional mortgage or a specialized loan program. In a city like Brookfield, where the median home value is over $400,000, having a knowledgeable mortgage loan officer can make all the difference in securing a competitive interest rate and navigating the complex lending process. Additionally, with a growing population of over 38,000 residents, a mortgage loan officer can provide personalized guidance to help residents find the right financing options for their unique financial situations.

Tax Services

Residents of Brookfield, WI can greatly benefit from the expertise of a tax advisor. With the complex tax laws and regulations constantly changing, it can be overwhelming for individuals to keep up with the latest updates. A tax advisor can help residents of Brookfield navigate through the tax system and identify deductions and credits that they may have otherwise missed. Additionally, with Brookfield being home to many small businesses, a tax advisor can assist business owners with tax planning and preparation, ensuring that they are in compliance with all tax laws and regulations. With the help of a tax advisor, residents of Brookfield can have peace of mind knowing that their taxes are being handled properly and efficiently.

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