Estate Planning Attorneys in Marathon County, WI

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List of Firms

Top Marathon County, WI Estate Planning Law Firms

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Mallery & Zimmerman
Location 306 Water St, Mosinee, WI 54455, USA
Phone (715) 693-4114
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Swid Law Offices LLC
4 out of 5
Location 415 Orbiting Dr A, Mosinee, WI 54455, USA
Phone (715) 692-7943
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Winter, Winter & Behrens Attorneys
4 out of 5
Location 835 5th Ave, Antigo, WI 54409, USA
Phone (715) 623-2905
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Ruder Ware Law Firm
5 out of 5
Location 500 North First St, Ste 8000, Wausau, WI 54403, USA
Phone (715) 845-4336
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Attorney Kevin P. Crooks
4 out of 5
Location 531 Washington St, Wausau, WI 54403, USA
Phone (715) 842-2291
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Corbett Law Office
5 out of 5
Location 529 Franklin St, Wausau, WI 54403, USA
Phone (715) 843-7547
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Framness Law Office, LLC
3 out of 5
Location 1713 E 4th St, Marshfield, WI 54449, USA
Phone (715) 615-6677
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Estate Planning Lawyers in Marathon County, WI

Where Estate Planners in Marathon County, WI Serve

Marathon County, located in central Wisconsin, is a bustling hub of industry and culture. Home to a variety of landmarks, including the historic Wausau Club and the stunning Rib Mountain State Park, this area is rich in history and natural beauty. Top employers in the region include major healthcare providers such as Aspirus and Marshfield Clinic, as well as manufacturing giants like Greenheck and Wausau Paper. With such a diverse range of industries, there are endless opportunities for career growth and development in Marathon County. The area is also well-connected, with major highways such as I-39 and US-51 providing easy access to neighboring cities and states. Locally, residents can navigate the region via major streets like Stewart Avenue and Grand Avenue. Neighborhoods in Marathon County are diverse, ranging from the charming historic district of downtown Wausau to the quiet suburbs of Weston and Rib Mountain.

Financial Services Related to Estate Planning in Marathon County, WI

Banks and Credit Unions

Residents of Marathon County, WI can benefit greatly from the services provided by a bank. For instance, a bank can help residents in the county to access financial services such as loans, mortgages, and credit cards. This is particularly important for residents who may be looking to start a business, buy a home, or fund their education. Additionally, a bank can help residents to manage their finances by providing them with savings and checking accounts, as well as online and mobile banking services. In a county like Marathon, which is home to a large number of small businesses and farms, having access to these financial services can make a significant difference in the lives of its residents.

Insurance Broker

Residents of Marathon County, WI can benefit greatly from the services of an insurance broker. With the county's diverse population and unique geographical features, an insurance broker can help residents navigate the various insurance options available to them. For example, those living in rural areas may require specialized coverage for their farms or other agricultural operations, while those in more urban areas may need coverage for their businesses or personal property. Additionally, an insurance broker can help residents understand the nuances of different policies and find the one that best meets their individual needs and budget. Overall, an insurance broker can provide valuable guidance and support to Marathon County residents as they navigate the often complex world of insurance.

Retirement Planning

Residents of Marathon County, WI can benefit greatly from the services of a retirement planner. With the county's aging population, many individuals are nearing retirement age and are unsure of how to best prepare financially for their golden years. A retirement planner can help residents navigate the complexities of retirement planning, including creating a budget, maximizing Social Security benefits, and investing wisely. Furthermore, Marathon County has a large number of small business owners and farmers who may have unique retirement planning needs. A retirement planner can assist these individuals in creating a succession plan for their business or farm, ensuring a smooth transition into retirement. Overall, a retirement planner can provide valuable guidance and peace of mind for residents of Marathon County as they prepare for their future.

Wealth Management

Residents of Marathon County, WI can benefit greatly from the expertise of a wealth manager. With a population of over 135,000 people, many individuals and families in the area are looking for guidance on how to best manage their finances and investments. A wealth manager can provide personalized advice and strategies tailored to the unique needs and goals of each client. For example, with the prevalence of small businesses in Marathon County, a wealth manager can help entrepreneurs navigate the complexities of financial planning, tax management, and retirement planning. Additionally, with the county's aging population, a wealth manager can assist retirees with estate planning, long-term care planning, and other important financial decisions. Overall, a wealth manager can help residents of Marathon County, WI achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Marathon County, WI can benefit greatly from the expertise of a financial advisor. With a population of over 135,000 people, many individuals may struggle with managing their finances and planning for the future. A financial advisor can help residents of Marathon County create a personalized plan for their financial goals, whether it be saving for retirement, paying off debt, or investing in the stock market. Additionally, with the county's economy heavily reliant on industries such as healthcare and manufacturing, a financial advisor can provide guidance on how to navigate these specific financial challenges. Overall, a financial advisor can provide invaluable support and guidance to residents of Marathon County, ensuring they are on the path to financial success.

Mortgage Loan Officer

Residents of Marathon County, WI can benefit greatly from the expertise of a mortgage loan officer. These professionals can help individuals and families navigate the complex process of obtaining a mortgage, whether it's for a first-time home purchase or a refinancing. In particular, Marathon County residents may benefit from a loan officer who is familiar with the local real estate market, which can be quite competitive. Additionally, a loan officer can help residents understand the different types of mortgages available and choose the one that best fits their financial situation. They can also provide guidance on improving credit scores, which can be especially helpful for those who may have struggled with debt or other financial challenges. Overall, a mortgage loan officer can be an invaluable resource for anyone looking to buy or refinance a home in Marathon County.

Tax Services

Residents of Marathon County, WI could greatly benefit from the assistance of a tax advisor in a number of ways. One of the most common ways would be in navigating the complex tax laws and regulations that are specific to the state of Wisconsin. For example, Wisconsin has a unique tax code that includes a number of credits and deductions that can be difficult to understand without the help of an expert. Additionally, residents of Marathon County may need help with tax planning, estate planning, or retirement planning, all of which can have a significant impact on their financial future. By working with a tax advisor, residents of Marathon County can ensure that they are making the most of their money and minimizing their tax burden.

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