Estate Planning Attorneys in O'Fallon, IL

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List of Firms

Top O'Fallon, IL Estate Planning Law Firms

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Neubauer, Johnston & Hudson, P.C.
4 out of 5
Location 303 Fountains Pkwy Suite 220, Fairview Heights, IL 62208, USA
Phone (618) 632-5588
Directions
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Bruckert, Behme & Long, P.C.
5 out of 5
Location 1002 E Wesley Dr STE 100, O'Fallon, IL 62269, USA
Phone (618) 589-1152
Directions
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Blake Law Group, P.C.
4 out of 5
Location 521 W Main St #100, Belleville, IL 62220, USA
Phone (618) 233-7900
Directions
Estate Planning Lawyers in O'Fallon, IL

Where Estate Planners in O'Fallon, IL Serve

O'Fallon, IL is a bustling city located in St. Clair County, Illinois. The city is home to several notable landmarks, including the O'Fallon Community Park, which boasts over 200 acres of green space and is perfect for outdoor activities. Additionally, the Regency Conference Center is a popular destination for events and conferences. The city is also home to several top employers, including Scott Air Force Base, which is the largest employer in the area. Other major employers include Memorial Hospital, O'Fallon School District, and Walgreens. O'Fallon is easily accessible via several major highways, including Interstate 64 and Interstate 70. Additionally, the city is home to several major streets, including Lincoln Avenue and Highway 50. There are several neighborhoods in O'Fallon, each with its own unique character and charm.

Financial Services Related to Estate Planning in O'Fallon, IL

Banks and Credit Unions

Residents of O'Fallon, IL can benefit from a bank in many ways. For example, a bank can provide loans for home purchases or renovations, which is particularly helpful given the city's growing population and expanding housing market. Additionally, a bank can offer financial planning and investment services to help residents save for their future and achieve their financial goals. With O'Fallon's proximity to St. Louis, a bank can also provide convenient access to ATMs and other banking services for those who commute to the city for work or leisure. Overall, a bank can be a valuable resource for O'Fallon residents looking to manage their finances and secure their financial future.

Insurance Broker

Residents of O'Fallon, IL can greatly benefit from the services of an insurance broker. A broker can help them navigate the often-confusing world of insurance and find the best coverage for their specific needs. With O'Fallon being a growing community, an insurance broker can provide valuable guidance on the best insurance options for new homeowners or businesses. Additionally, O'Fallon is located near several major highways, which can increase the risk of accidents. An insurance broker can help residents ensure they have adequate auto insurance coverage to protect themselves and their vehicles. In short, an insurance broker can provide personalized assistance to O'Fallon residents to help them make informed decisions about their insurance needs.

Retirement Planning

Residents of O'Fallon, IL can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on how to maximize retirement savings and investments. This is particularly important in O'Fallon, where the cost of living is higher than the national average. A retirement planner can help residents navigate the complex world of retirement planning, including tax implications, investment options, and risk management. They can also provide advice on how to create a retirement income stream that will last throughout their golden years. With the help of a retirement planner, residents of O'Fallon can feel confident that they are on track to achieve their retirement goals and enjoy a comfortable retirement.

Wealth Management

Residents of O'Fallon, IL can greatly benefit from the services of a wealth manager. One of the most common ways that a wealth manager can help O'Fallon residents is by providing guidance on retirement planning. With the median age in O'Fallon being 37 years old, many residents are likely thinking about their retirement goals. A wealth manager can help individuals create a personalized plan that takes into account their unique financial situation and goals. Additionally, a wealth manager can help O'Fallon residents navigate the complexities of investing, tax planning, and estate planning to ensure that their financial future is secure. With the help of a wealth manager, residents of O'Fallon can feel confident that they are making informed decisions about their finances and working towards a comfortable retirement.

Financial Advisor

Residents of O'Fallon, IL can benefit from the expertise and guidance of a financial advisor in a variety of ways. One specific area where a financial advisor can be particularly helpful is in planning for retirement. With a growing population of retirees in O'Fallon, a financial advisor can help residents navigate the complex world of retirement planning, including choosing the right investment vehicles, maximizing Social Security benefits, and creating a sustainable income stream. Additionally, a financial advisor can assist with other financial goals such as saving for college, managing debt, and creating a comprehensive estate plan. By working with a financial advisor, residents of O'Fallon can feel confident and empowered in their financial future.

Mortgage Loan Officer

Residents of O'Fallon, IL can benefit greatly from the expertise of a mortgage loan officer. With the help of a loan officer, residents can navigate the complex process of obtaining a mortgage and secure the best possible terms and interest rates. A loan officer can also provide guidance on the types of mortgages available, such as fixed-rate or adjustable-rate mortgages, and help residents determine which option is best suited for their financial situation. Additionally, loan officers can provide valuable insight into the housing market in O'Fallon, IL, including trends in home prices and availability. With their knowledge and experience, mortgage loan officers can help residents of O'Fallon achieve their dream of homeownership.

Tax Services

Residents of O'Fallon, IL can benefit greatly from the services of a tax advisor. With the constantly changing tax laws and regulations, it can be difficult for individuals to navigate the complex tax system on their own. A tax advisor can provide guidance on tax planning, preparation, and filing, ensuring that residents are taking advantage of all available deductions and credits. Additionally, O'Fallon residents who own businesses or rental properties may require more specialized tax advice, such as assistance with payroll taxes or depreciation schedules. Overall, a tax advisor can provide invaluable support to O'Fallon residents in managing their finances and maximizing their tax savings.

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