Estate Planning Attorneys in Lake St. Louis, MO

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List of Firms

Top Lake St. Louis, MO Estate Planning Law Firms

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The Elder & Estate Planning Law Firm
4 out of 5
Location 8780 Big Bend Blvd suite g, St. Louis, MO 63119, USA
Phone (314) 918-0088
Directions
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The Laiderman Law Firm, P.C.
5 out of 5
Location 1067 N Mason Rd Suite 3, St. Louis, MO 63141, USA
Phone (314) 514-9100
Directions
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Legacy Law Center
5 out of 5
Location 1001 Boardwalk Springs Pl #111, O'Fallon, MO 63368, USA
Phone (636) 486-2619
Directions
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The Kaiser Law Firm
5 out of 5
Location 16090 Swingley Ridge Rd, Chesterfield, MO 63017, USA
Phone (314) 966-7766
Directions
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Lohmar & Staebell Law Firm LLC
4 out of 5
Location 202 S Main St, O'Fallon, MO 63366, USA
Phone (636) 272-3600
Directions
Estate Planning Lawyers in Lake St. Louis, MO

Where Estate Planners in Lake St. Louis, MO Serve

Lake St. Louis, MO is a vibrant city located in St. Charles County, Missouri. This beautiful city is home to several landmarks, including the Lake St. Louis Community Association, which offers residents access to a private lake, golf course, and clubhouse. Additionally, the city boasts a variety of parks and recreational areas, such as Boulevard Park and Hawk Ridge Park. As for top employers, Lake St. Louis is home to several major corporations, including Mastercard, which has a large facility in the city. Other top employers in the area include Citi, Mercy Hospital, and Boeing. Major highways and streets in the area include Interstate 64, which runs through the southern part of the city, and Highway 364, which runs along the northern edge of the city. Additionally, major streets in the area include Lake Saint Louis Boulevard, Ronald Reagan Drive, and Highway N. The city is divided into several neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Lake St. Louis, MO

Banks and Credit Unions

Residents of Lake St. Louis, MO can benefit from a bank in many ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. Having a local bank in the community can also provide residents with a sense of security knowing that their money is being held in a trustworthy institution. Additionally, banks can offer financial education and resources to help residents make informed decisions about their money. For example, a bank in Lake St. Louis could provide information on how to prepare for natural disasters such as floods, which are common in the area due to its proximity to the Missouri River. Overall, having a bank in Lake St. Louis can provide residents with the financial tools and resources they need to manage their money and plan for the future.

Insurance Broker

Residents of Lake St. Louis, MO could benefit from the services of an insurance broker in a number of ways. For example, an insurance broker could help residents find the best rates on home insurance, which is particularly important in Lake St. Louis where severe weather can cause damage to homes. Additionally, an insurance broker could help residents navigate the complexities of health insurance, which is especially important given the aging population in Lake St. Louis. Finally, an insurance broker could help residents find affordable auto insurance, which is important for those who commute to nearby cities for work. Overall, an insurance broker could provide valuable guidance and support to residents of Lake St. Louis, MO as they navigate the complex world of insurance.

Retirement Planning

Residents of Lake St. Louis, MO can benefit greatly from the services of a retirement planner. With a population of over 15,000, many individuals in this community are approaching retirement age and may need guidance in planning for their financial future. A retirement planner can assist in creating a personalized plan that takes into account factors such as retirement income, healthcare costs, and potential long-term care needs. Additionally, Lake St. Louis is known for its active lifestyle and numerous recreational opportunities. A retirement planner can help residents ensure that their retirement plan allows for the continued pursuit of their favorite activities and hobbies. Overall, a retirement planner can provide peace of mind and a sense of security for residents of Lake St. Louis as they enter this new phase of life.

Wealth Management

Residents of Lake St. Louis, MO could benefit from the services of a wealth manager in a multitude of ways. One specific way that stands out is the management of retirement savings. Lake St. Louis is a retirement-friendly community, with a large population of seniors. A wealth manager can help residents plan for retirement by analyzing their current financial situation, projecting future expenses, and creating a personalized investment strategy. Additionally, a wealth manager can assist with estate planning, tax optimization, and risk management. With the guidance of a wealth manager, residents of Lake St. Louis can feel more secure in their financial future and enjoy their retirement years with peace of mind.

Financial Advisor

Residents of Lake St. Louis, MO can benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. For example, many residents of Lake St. Louis are retirees or nearing retirement age, and may need help with managing their retirement savings and planning for long-term care. A financial advisor can also provide guidance on budgeting, debt management, and investment strategies to help residents achieve their financial goals. With the help of a trusted advisor, residents of Lake St. Louis can feel confident in their financial decisions and secure in their financial future.

Mortgage Loan Officer

Residents of Lake St. Louis, MO can benefit from the expertise of a mortgage loan officer in several ways. For instance, a loan officer can help residents navigate the complex process of obtaining a mortgage loan, which can be daunting for many people. Additionally, they can provide valuable advice and guidance on the different types of mortgage loans available and help residents choose the best one that suits their needs. Furthermore, a loan officer can help residents find the most competitive interest rates and terms, which can save them thousands of dollars over the life of their mortgage. Specifically, Lake St. Louis, MO residents may benefit from a loan officer's knowledge of the local real estate market and the unique challenges and opportunities it presents.

Tax Services

Residents of Lake St. Louis, MO could benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor could help residents is by providing guidance on how to maximize deductions and credits on their tax returns. For example, Lake St. Louis residents who own a boat may not be aware that they can deduct the sales tax paid on the purchase of the boat on their federal tax return. A tax advisor can help residents navigate the complex tax code and identify deductions and credits that they may have overlooked. Additionally, a tax advisor can provide advice on tax planning strategies, such as contributing to a retirement account, that can help residents reduce their tax liability and achieve their financial goals.

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