Estate Planning Attorneys in Outagamie County, WI

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List of Firms

Top Outagamie County, WI Estate Planning Law Firms

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Peterson, Berk & Cross, S.C.
5 out of 5
Location 2400 S Kensington Dr Suite 100, Appleton, WI 54915, USA
Phone (920) 507-5884
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J. Kippa Law, LLC
5 out of 5
Location 135 E College Ave, Appleton, WI 54911, USA
Phone (920) 733-1100
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Bollenbeck Fyfe, S.C.
4 out of 5
Location W6260 Communication Ct, Appleton, WI 54914, USA
Phone (920) 735-1711
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Sutter Law Firm
4 out of 5
Location 2631 N Meade St #101, Appleton, WI 54911, USA
Phone (920) 991-0405
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Tusler Law
5 out of 5
Location 207 W College Ave, Appleton, WI 54911, USA
Phone (920) 749-0400
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Schubert Law Office LLC
Location 1033 W College Ave, Appleton, WI 54914, USA
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Van Hoof & Schneider Law Firm LLC
4 out of 5
Location 116 E Main St, Little Chute, WI 54140, USA
Phone (920) 788-3543
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Glenn & Daniels: Daniels John M
5 out of 5
Location 3232 N Ballard Rd #201, Appleton, WI 54911, USA
Phone (920) 749-2000
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Herrling Clark Law Firm
4 out of 5
Location 800 N Lynndale Dr, Appleton, WI 54914, USA
Phone (920) 739-7366
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Petit & Dommershausen, SC
4 out of 5
Location 1650 Midway Rd, Menasha, WI 54952, USA
Phone (920) 739-9900
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Murphy Desmond SC
5 out of 5
Location 15 Park Pl, Appleton, WI 54914, USA
Phone (920) 882-7630
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Van Lieshout Law Office
3 out of 5
Location 122 E Main St, Little Chute, WI 54140, USA
Phone (920) 788-0800
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Estate Planning Lawyers in Outagamie County, WI

Where Estate Planners in Outagamie County, WI Serve

Outagamie County, WI is a vibrant and bustling region that boasts a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the historic Fox River to the sprawling Appleton International Airport, Outagamie County is a hub of activity. The county is home to several top employers, including Kimberly-Clark, Thrivent Financial, and the Outagamie County government. Major highways such as I-41 and US-10 run through the county, connecting residents to neighboring cities and beyond. The streets of Appleton, the county seat, are lined with charming shops, restaurants, and cultural institutions. The neighborhoods of Outagamie County are as diverse as they are vibrant, ranging from the historic homes of the Lawrence University area to the modern subdivisions of Greenville. Whether you're looking for a bustling city or a quiet rural retreat, Outagamie County has something for everyone.

Financial Services Related to Estate Planning in Outagamie County, WI

Banks and Credit Unions

Residents of Outagamie County, WI can benefit from a bank in various ways. One of the most common ways is by having access to financial services and products that can help them manage their money effectively. This includes checking and savings accounts, loans, and credit cards. Additionally, banks in Outagamie County can provide financial education and resources to help residents make informed decisions about their money. For example, they can offer workshops on budgeting, saving for retirement, and home buying. Furthermore, banks can support the local economy by providing loans to small businesses and entrepreneurs in Outagamie County, which can create job opportunities and boost economic growth. Overall, having a bank in Outagamie County can greatly benefit its residents by providing them with the tools and resources they need to achieve financial stability and success.

Insurance Broker

Residents of Outagamie County, WI can benefit from the services of an insurance broker in a variety of ways. One of the most common ways an insurance broker can help is by providing guidance on the best insurance policies to fit their unique needs. Outagamie County residents may have specific insurance needs due to the area's high incidence of severe weather, including tornadoes and thunderstorms. An insurance broker can help residents find policies that cover damage caused by these types of weather events, as well as other risks specific to the area. Additionally, an insurance broker can help residents navigate the complex world of insurance, finding policies that fit their budget and providing advice on how to make the most of their coverage. Overall, an insurance broker can be an invaluable resource for residents of Outagamie County, WI looking to protect themselves and their families from unexpected events.

Retirement Planning

Residents of Outagamie County, WI could benefit greatly from the guidance of a retirement planner. One specific way that a retirement planner could help is by providing advice on how to navigate the county's unique tax laws and regulations. Outagamie County has a relatively high property tax rate compared to other counties in Wisconsin, which can have a significant impact on retirement planning. A retirement planner could help residents understand how to maximize their retirement savings while minimizing their tax burden. Additionally, a retirement planner could provide guidance on choosing the right investment strategies and creating a comprehensive retirement plan that takes into account the specific needs and goals of Outagamie County residents. Overall, a retirement planner can be an invaluable resource for anyone looking to secure their financial future in Outagamie County, WI.

Wealth Management

Residents of Outagamie County, WI can benefit from the services of a wealth manager in a variety of ways. One of the most common ways a wealth manager can help is by providing guidance on retirement planning. Outagamie County has a large population of retirees, and a wealth manager can help them navigate the complexities of managing their retirement savings and investments. Additionally, a wealth manager can assist residents in creating a financial plan that takes into account their specific goals and needs, such as funding a child's education or purchasing a home. With the help of a wealth manager, residents of Outagamie County can feel confident in their financial future and make informed decisions about their money.

Financial Advisor

Residents of Outagamie County, WI can benefit greatly from the services of a financial advisor. A financial advisor can help residents create a personalized financial plan to reach their financial goals, such as saving for retirement or paying off debt. Outagamie County is home to many agricultural businesses, and a financial advisor can also assist farmers and other agricultural workers with managing their finances, navigating taxes, and planning for the future. In addition, a financial advisor can help residents understand the unique financial challenges of living in a rural area, such as limited access to certain financial services or fluctuating income from seasonal work. Overall, a financial advisor can be an invaluable resource for residents of Outagamie County, WI looking to improve their financial well-being.

Mortgage Loan Officer

Residents of Outagamie County, WI can benefit greatly from the assistance of a mortgage loan officer. These professionals can provide guidance on the home buying process, help secure financing for a new home, and provide advice on how to improve credit scores. Additionally, residents of Outagamie County, WI may face unique challenges when it comes to finding affordable housing due to the county's growing population and limited housing inventory. A mortgage loan officer can help residents navigate these challenges and find the best options for their individual needs. With their expertise and knowledge of the local real estate market, a mortgage loan officer can be an invaluable resource for anyone looking to buy a home in Outagamie County, WI.

Tax Services

Residents of Outagamie County, WI could benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by ensuring that residents are taking advantage of all available tax deductions and credits. For example, Outagamie County has a large agricultural industry, and farmers may be eligible for various tax breaks related to their business operations. A tax advisor can also assist with tax planning and preparation, helping residents to minimize their tax liability and avoid any potential penalties. Additionally, with the recent changes to the tax code, it can be challenging for individuals to navigate the new rules and regulations. A tax advisor can provide guidance and advice on how to comply with the new laws and make the most of any changes that may benefit Outagamie County residents.

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