Estate Planning Attorneys in Delafield, WI

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List of Firms

Top Delafield, WI Estate Planning Law Firms

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Bucher Law Group LLC
4 out of 5
Location 355 Austin Cir #110, Delafield, WI 53018, USA
Phone (262) 303-4916
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Fricker Law | Probate Attorney Milwaukee
5 out of 5
Location 11601 W North Ave, Wauwatosa, WI 53226, USA
Phone (414) 442-9494
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Langer & Petersen, LLC
5 out of 5
Location 155 E Capitol Dr #3, Hartland, WI 53029, USA
Phone (262) 367-3800
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Petersen Edith M
Location 155 E Capitol Dr # 3, Hartland, WI 53029, USA
Phone (262) 367-3800
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Attorney Robert Flessas
5 out of 5
Location 131 E Wisconsin Ave Suite 106, Pewaukee, WI 53072, USA
Phone (262) 821-5533
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Law Office of Victoria J. Schroeder
5 out of 5
Location 385 Williamstowne #103, Delafield, WI 53018, USA
Phone (262) 646-2054
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Osinga Law Offices SC
5 out of 5
Location 13500 W Capitol Dr Ste 201, Brookfield, WI 53005, USA
Phone (262) 717-9020
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Liz Tobolt Law, LLC
Location 155 E Capitol Dr #5b, Hartland, WI 53029, USA
Phone (414) 881-0738
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Delafield Law Offices
Location 524 Milwaukee St Suite 208, Delafield, WI 53018, USA
Phone (262) 269-8280
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Kiessling & Riemer LLC
5 out of 5
Location 140 E Lake St C, Lake Mills, WI 53551, USA
Phone (920) 648-8386
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Fabyan Erick
5 out of 5
Location 115 E Capitol Dr, Hartland, WI 53029, USA
Phone (262) 367-2126
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Swendson Hentz Law Ltd.
3 out of 5
Location 1300 Summit Ave #202, Oconomowoc, WI 53066, USA
Phone (262) 567-8454
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Legacy Private Trust Company
Location 35303 Pabst Rd, Oconomowoc, WI 53066, USA
Phone (262) 468-7620
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Haight & Fabyan S. C.
5 out of 5
Location 115 E Capitol Dr, Hartland, WI 53029, USA
Phone (262) 367-2126
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Sinitz Law Firm LLC
5 out of 5
Location 140 Simmons Ave #92, Pewaukee, WI 53072, USA
Phone (414) 259-0721
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Schober Schober & Mitchell: Schober Thomas
5 out of 5
Location 1227 Corporate Center Dr, Oconomowoc, WI 53066, USA
Phone (262) 569-8300
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C Michael Hausman & Associates Ltd
Location 400 Genesee Street, Delafield, WI 53018, USA
Phone (262) 646-5900
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Kaiser Michael D
Location 138 North Ave #1725, Hartland, WI 53029, USA
Phone (262) 367-2181
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Elder Law Center Of Wisconsin
5 out of 5
Location 125 N Executive Dr #210, Brookfield, WI 53005, USA
Phone (262) 812-6262
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The Law Offices of Mark S. Knutson, S.C.
5 out of 5
Location 14170 W Greenfield Ave, Brookfield, WI 53005, USA
Phone (262) 205-0705
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Jill C. Vento
1 out of 5
Location 3215 Golf Rd #342, Delafield, WI 53018, USA
Phone (262) 968-3000
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Hentz Law Office, LLC
Location 1300 Summit Ave #202, Oconomowoc, WI 53066, USA
Phone (262) 696-9814
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Schloemer Law Firm, S.C.
5 out of 5
Location 143 S Main St #3, West Bend, WI 53095, USA
Phone (262) 334-3471
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Aul Law, LLC
Location 300 Cottonwood Ave #12, Hartland, WI 53029, USA
Phone (262) 646-5600
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KAISER HOLAHAN, LLC
5 out of 5
Location 138 North Ave #1725, Hartland, WI 53029, USA
Phone (262) 367-2181
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Elder Advisors Law, LLC - Wales, WI
4 out of 5
Location 450 N Wales Rd, Wales, WI 53183, USA
Phone (262) 968-2515
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Lillesand Law LLC : Ashley E. Lillesand
5 out of 5
Location 2212 E Moreland Blvd #200, Waukesha, WI 53186, USA
Phone (414) 409-7306
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Delforge Law Office
1 out of 5
Location N19 W24200, Riverwood Dr #145, Waukesha, WI 53188, USA
Phone (262) 787-0600
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Law Offices of Carlson & Lunde, S.C.
5 out of 5
Location W240 N1221, Pewaukee Rd, Waukesha, WI 53188, USA
Phone (262) 544-8500
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Estate Planning Lawyers in Delafield, WI

Where Estate Planners in Delafield, WI Serve

Delafield, WI is a charming city located in Waukesha County, known for its historical landmarks, bustling economy, and picturesque neighborhoods. The city is home to several landmarks, including the Hawks Inn, which was built in 1846 and is now a museum, and the St. John's Northwestern Military Academy, a prestigious military school. Delafield is also home to several top employers, such as Roundy's Supermarkets, Generac Power Systems, and Rogers Memorial Hospital. The city is easily accessible via major highways such as I-94 and Highway 83, and is surrounded by several well-known streets, including Main Street and Milwaukee Street. Delafield is divided into several neighborhoods, each with its own unique character and charm, such as the Lake Country Estates and the Nagawicka Bay Estates.

Financial Services Related to Estate Planning in Delafield, WI

Banks and Credit Unions

Residents of Delafield, WI could be helped by a bank in a variety of ways. One of the most common ways is through providing loans for home purchases or renovations. Delafield is a growing community with a mix of historic homes and new developments, and many residents may need financial assistance to make their dream home a reality. Additionally, a bank can offer savings accounts and investment opportunities to help residents plan for their future and achieve their financial goals. With its bustling downtown area and proximity to Lake Nagawicka, Delafield is a unique community with specific needs, and a bank can play an important role in supporting its residents.

Insurance Broker

Residents of Delafield, WI would greatly benefit from the services of an insurance broker. With the town's close proximity to multiple lakes and outdoor recreational areas, many residents may require specific insurance coverage for their boats, ATVs, or other recreational vehicles. An insurance broker can help residents navigate the complexities of these policies and ensure they have adequate coverage for their unique needs. Additionally, with Delafield's thriving small business community, an insurance broker can assist business owners in finding the right coverage for their company, including liability insurance and workers' compensation. Overall, an insurance broker can provide valuable guidance and support to Delafield residents in protecting their assets and livelihoods.

Retirement Planning

Residents of Delafield, WI can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can assist residents is by helping them create a retirement plan that is tailored to their specific needs and goals. Delafield, WI is a quaint town with a population of around 7,000, and many of its residents may have unique retirement needs that require a personalized approach. A retirement planner can help residents navigate the complexities of retirement planning, such as understanding Social Security benefits, creating a budget, and managing investments. With the help of a retirement planner, residents of Delafield, WI can feel confident that they are on track to achieving their retirement goals and living a comfortable and fulfilling life in their golden years.

Wealth Management

Residents of Delafield, WI could benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager could help is by providing personalized investment strategies that take into account the unique needs and goals of each individual. Additionally, a wealth manager could provide guidance and support in areas such as retirement planning, tax planning, and estate planning. With Delafield's proximity to both Milwaukee and Madison, a wealth manager could also help residents navigate the complexities of investing in a rapidly growing and changing market. Overall, a wealth manager could provide invaluable assistance to Delafield residents looking to secure their financial futures and achieve their long-term goals.

Financial Advisor

Residents of Delafield, WI can benefit greatly from the guidance of a financial advisor. With its affluent community and high cost of living, many individuals in Delafield may be seeking ways to maximize their financial resources and plan for the future. A financial advisor can assist with a wide range of financial matters, from creating a budget to investing in retirement accounts. Specifically, with the abundance of lakes and outdoor activities in Delafield, a financial advisor can help residents plan for expenses related to recreational pursuits such as boating or skiing. Additionally, with the growing number of small businesses in Delafield, a financial advisor can provide valuable guidance on tax planning and business financial management. Overall, a financial advisor can help residents of Delafield achieve their financial goals and navigate the unique financial landscape of their community.

Mortgage Loan Officer

Residents of Delafield, WI can benefit greatly from the expertise of a mortgage loan officer. These professionals can provide guidance and support throughout the home buying process, helping residents to secure the best possible mortgage rates and terms. In particular, residents of Delafield may benefit from working with a loan officer who is familiar with the local real estate market and can provide insight into the unique challenges and opportunities of buying a home in this area. With the help of a mortgage loan officer, residents can navigate the complex world of home financing with confidence and ease, ensuring that they find the perfect home and secure the financing they need to make their dreams a reality.

Tax Services

Residents of Delafield, WI can greatly benefit from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on local tax laws and regulations specific to Delafield. For example, Delafield has a unique tax structure that includes both a city tax and a village tax, which can be confusing for residents to navigate on their own. A tax advisor can help residents understand these taxes and ensure they are filing correctly. Additionally, a tax advisor can provide advice on maximizing deductions and credits, as well as help residents plan for future tax liabilities. With the help of a tax advisor, residents of Delafield can feel confident in their tax planning and ensure they are not overpaying or underpaying their taxes.

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