Estate Planning Attorneys in La Crosse, WI

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List of Firms

Top La Crosse, WI Estate Planning Law Firms

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Fehr Law Office
5 out of 5
Location 205 Green St #101, Onalaska, WI 54650, USA
Phone (608) 783-3647
Directions
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O'FLAHERTY HEIM AND CURTIS, LTD.
5 out of 5
Location 201 Main St #1000, La Crosse, WI 54601, USA
Phone (608) 784-1605
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Duncan Disability Law Sc
3 out of 5
Location 525 Main St, La Crosse, WI 54601, USA
Phone (608) 782-5020
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Gerke Law Office LLC
4 out of 5
Location 1283 County Rd PH, Onalaska, WI 54650, USA
Phone (608) 781-5747
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Gingrasso Anthony R
Location 205 5th Ave S Suite 600, La Crosse, WI 54601, USA
Phone (608) 784-5678
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George Parke III-Bosshard Parke Ltd
Location 750 3rd St N, La Crosse, WI 54601, USA
Phone (608) 782-1469
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Stroschein Dorothy J
Location 1206 Caledonia St, La Crosse, WI 54603, USA
Phone (608) 784-8100
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O'Neill Law Firm
4 out of 5
Location 115 5th Ave S #421, La Crosse, WI 54601, USA
Phone (608) 519-3551
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Houlihan Pat
Location 1206 Caledonia St, La Crosse, WI 54603, USA
Phone (608) 784-8100
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Estate Planning Lawyers in La Crosse, WI

Where Estate Planners in La Crosse, WI Serve

La Crosse, WI is a charming city nestled in the heart of the Upper Midwest, boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the towering bluffs overlooking the mighty Mississippi River to the bustling downtown area, La Crosse is a city that truly has it all. Some of the most notable landmarks in the area include the iconic Grandad Bluff, Riverside Park, and the La Crosse Center. When it comes to top employers, La Crosse is home to a diverse array of businesses, ranging from healthcare giants like Gundersen Health System and Mayo Clinic Health System to manufacturing powerhouses like Trane Technologies and Kwik Trip. Major highways and streets in the area include Interstate 90, US Highway 53, and State Highway 16, making it easy to get around and explore all that the city has to offer. Finally, La Crosse is divided into several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in La Crosse, WI

Banks and Credit Unions

Residents of La Crosse, WI can benefit from a bank in a number of ways. One of the most common ways is through access to financial products and services, such as checking and savings accounts, loans, and credit cards. For example, a local bank might offer competitive interest rates on savings accounts or personal loans that can help residents achieve their financial goals. Additionally, many banks offer online and mobile banking options, which can be especially helpful for La Crosse residents who lead busy lives and need to manage their finances on the go. Another way that banks can help La Crosse residents is by providing financial education and resources, such as workshops on budgeting or retirement planning. This can be especially valuable for those who may not have had access to financial education in the past. Overall, a bank can be a valuable resource for residents of La Crosse, helping them to achieve their financial goals and improve their overall financial well-being.

Insurance Broker

Residents of La Crosse, WI can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the area, it is important for residents to have comprehensive coverage for their homes and vehicles. An insurance broker can help residents navigate the various insurance options available to them and find the best policies to fit their specific needs. Additionally, La Crosse is home to a large population of students attending the University of Wisconsin-La Crosse, and an insurance broker can assist these students in finding affordable health insurance plans. Overall, an insurance broker can provide valuable guidance and support to residents of La Crosse, ensuring that they have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of La Crosse, WI can benefit greatly from the services of a retirement planner. Specifically, retirees in La Crosse often struggle with the high cost of healthcare, which can eat into their retirement savings. A retirement planner can help residents navigate the complex world of Medicare and supplemental insurance options, ensuring that they have adequate coverage without overspending. Additionally, a planner can help retirees in La Crosse make the most of their retirement savings by creating a personalized investment strategy that takes into account their unique goals and risk tolerance. With the help of a retirement planner, La Crosse residents can enjoy a secure and comfortable retirement without worrying about financial uncertainty.

Wealth Management

Residents of La Crosse, WI could benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager could assist the community is by providing guidance on retirement planning. With an aging population and a median age of 30.5 years old, many La Crosse residents may be looking to prepare for their future. A wealth manager can help individuals create a personalized retirement plan that takes into account their unique financial situation and goals. Additionally, with the Mississippi River running through the city, La Crosse residents may have unique considerations when it comes to estate planning and protecting their assets from natural disasters. A wealth manager can provide tailored advice on how to best protect and grow their wealth in the face of potential risk factors.

Financial Advisor

Residents of La Crosse, WI can benefit greatly from the services of a financial advisor. With the city's location along the Mississippi River and its strong ties to healthcare and education, many individuals may have unique financial situations that require personalized attention. A financial advisor can help residents navigate the complexities of retirement planning, investment strategies, and tax planning, all while taking into account the specific needs and goals of individuals in La Crosse. Additionally, with the city's strong community focus and commitment to sustainability, a financial advisor can also provide guidance on socially responsible investing and ways to support local businesses and organizations. Overall, working with a financial advisor can help residents of La Crosse achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of La Crosse, WI can benefit greatly from the assistance of a mortgage loan officer. With a population of over 50,000 people, many residents may be looking to purchase a home or refinance an existing mortgage. A loan officer can help guide them through the process, offering advice on the best loan options available and helping them to secure the best interest rates possible. Additionally, La Crosse is home to several colleges and universities, which means many residents may be first-time homebuyers or have unique financial situations. A loan officer can work with them to understand their specific needs and find a loan that meets their requirements. Ultimately, a mortgage loan officer can help residents of La Crosse achieve their dreams of homeownership and financial stability.

Tax Services

Residents of La Crosse, WI would greatly benefit from the expertise of a tax advisor. With the city's diverse economy, including healthcare, education, and tourism industries, there are many different tax implications that can be difficult for individuals to navigate on their own. A tax advisor can help residents understand the tax laws and regulations specific to La Crosse, such as the city's hotel tax and the state's manufacturing and agriculture tax credit. Additionally, with the recent changes to federal tax laws, a tax advisor can help residents maximize their deductions and credits, ultimately saving them money on their taxes. Overall, a tax advisor can provide invaluable assistance to La Crosse residents in navigating the complex world of taxes and ensuring they are making the most of their financial situation.

La Crosse, WI Financial Resources

La Crosse, WI Chamber of Commerce

https://www.lacrossechamber.com/

La Crosse, WI City Hall

https://www.cityoflacrosse.org/

La Crosse, WI Public Library

https://www.lacrosselibrary.org/

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