Estate Planning Attorneys in Portage, MI

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List of Firms

Top Portage, MI Estate Planning Law Firms

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D. Glenn Smith, Jr. Attorney at Law
4 out of 5
Location 1591 W Centre Ave, Portage, MI 49024, USA
Phone (269) 447-5957
Directions
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Boodt Law
Location 470 W Centre Ave Suite A, Portage, MI 49024, USA
Phone (269) 929-7206
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William R. Wieringa, P.C.
4 out of 5
Location 1112 E Centre Ave, Portage, MI 49002, USA
Phone (269) 324-8385
Directions
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Soltis Robert A
Location 8051 Moorsbridge Rd, Portage, MI 49024, USA
Phone (269) 323-3400
Directions
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Jonathan Willoughby, PLC
SEC File# 801-62147
CRD# 125648
4 out of 5
Location 8051 Moorsbridge Rd, Portage, MI 49024, USA
Phone (866) 821-6060
Directions
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Randall L. Brown & Associates, PLC
4 out of 5
Location 1662 E Centre Ave, Portage, MI 49002, USA
Phone (269) 323-8812
Directions
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Kreis, Enderle, Hudgins & Borsos P.C.
4 out of 5
Location 8225 Moorsbridge Rd, Portage, MI 49024, USA
Phone (269) 324-3000
Directions
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Oudsema Law PLLC
5 out of 5
Location 3018 Oakland Dr ste b, Kalamazoo, MI 49008, USA
Phone (269) 381-0240
Directions
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Allison Greenlee Korr, Attorney
5 out of 5
Location 902 S Westnedge Ave, Kalamazoo, MI 49008, USA
Phone (269) 381-4471
Directions
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Estate Planning Law Group
5 out of 5
Location 4251 Cascade Rd SE, Grand Rapids, MI 49546, USA
Phone (616) 361-2432
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Escamilla & Salisbury, PLLC
4 out of 5
Location 1300 W Centre Ave Suite 104, Portage, MI 49024, USA
Phone (269) 220-5658
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Schreur Richard G
Location 1611 W Centre Ave, Portage, MI 49024, USA
Phone (269) 323-9486
Directions
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Ford, Kriekard, Soltis and Wise, P.C.
SEC File# 801-62147
CRD# 125648
3 out of 5
Location 8051 Moorsbridge Rd, Portage, MI 49024, USA
Phone (269) 323-3400
Directions
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The Law Offices Of David L. Carrier, P.C. Estate Planning & Elder Law
3 out of 5
Location 12330 James St b10, Holland, MI 49424, USA
Phone (616) 361-8400
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Woznicki Law PLC
5 out of 5
Location 1918 W Milham Ave, Portage, MI 49024, USA
Phone (269) 692-5244
Directions
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Q Elder Law
Location 1125 E Milham Ave, Portage, MI 49002, USA
Phone (269) 343-2272
Directions
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Hettinger & Hettinger, P.C.
3 out of 5
Location 200 Admiral Ave A, Portage, MI 49002, USA
Phone (269) 324-2000
Directions
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Tibble Law Office, P.C.
5 out of 5
Location 1210 W Milham Ave, Portage, MI 49024, USA
Phone (269) 637-5597
Directions
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J. Ryan Conboy
Location 8225 Moorsbridge Rd, Portage, MI 49024, USA
Phone (269) 324-3000
Directions
Estate Planning Lawyers in Portage, MI

Where Estate Planners in Portage, MI Serve

Portage, MI is a vibrant city located in Kalamazoo County, Michigan. With a population of over 48,000 residents, Portage is home to several notable landmarks, including the Air Zoo Aerospace & Science Museum, Celery Flats Historical Area, and the Kalamazoo Nature Center. The city is also home to several top employers, including Stryker Corporation, Pfizer, and Zoetis. Portage is easily accessible via several major highways, including I-94, US-131, and M-6. The city is also home to several major streets, including Westnedge Avenue, South Westnedge Avenue, and Portage Road. Portage is divided into several distinct neighborhoods, each with its own unique character and charm. These neighborhoods include the Central Business District, West Portage, and South Portage. Whether you're looking for a bustling urban center or a quiet suburban retreat, Portage has something to offer for everyone.

Financial Services Related to Estate Planning in Portage, MI

Banks and Credit Unions

Residents of Portage, MI 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. A bank can also provide financial education and advice to help residents manage their money and plan for the future. In Portage, MI, where there are many small businesses and entrepreneurs, a bank can be particularly helpful in providing business loans and other services to help these businesses grow and thrive. Additionally, with the city's proximity to Kalamazoo, a bank can provide convenient access to ATM and branch locations for residents who work or travel outside of Portage. Overall, a bank can play an important role in supporting the financial health and well-being of residents in Portage, MI.

Insurance Broker

Residents of Portage, MI can benefit greatly from the services of an insurance broker. With its growing population and diverse economy, Portage is home to many families and businesses that need reliable insurance coverage. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs. For example, a broker can help a small business owner in Portage find the right liability insurance to protect their assets. Or, they can help a family find affordable health insurance that covers their unique medical needs. With an insurance broker on their side, residents of Portage can rest easy knowing that they have the right coverage in place to protect what matters most.

Retirement Planning

Residents of Portage, MI could greatly benefit from the expertise of a retirement planner. One of the most common ways a retirement planner could help individuals in Portage is by providing guidance on how to maximize their retirement savings while also accounting for the cost of living in the area. With a cost of living index of 97.2, slightly below the national average, it's important for residents to plan for their retirement expenses accordingly. A retirement planner could also assist with creating a comprehensive retirement plan that takes into account unique factors such as healthcare costs, potential long-term care needs, and any estate planning considerations. By working with a retirement planner, residents of Portage can feel confident that they have a solid plan in place to achieve their retirement goals and enjoy their golden years.

Wealth Management

Residents of Portage, MI could benefit from the services of a wealth manager in many ways. One of the most common ways would be to help them plan for retirement. With the cost of living in Portage being slightly higher than the national average, it is important for residents to have a solid financial plan in place to ensure they can comfortably retire. A wealth manager can help residents create a personalized retirement plan based on their individual needs and goals. Additionally, a wealth manager can also assist with investment strategies, tax planning, and estate planning to help residents maximize their wealth and secure their financial future.

Financial Advisor

Residents of Portage, MI could benefit greatly from the services of a financial advisor. With a population of over 48,000 people, many individuals and families in Portage may be struggling to manage their finances effectively. A financial advisor can assist with creating a budget, developing a savings plan, and investing in the right opportunities to help individuals and families achieve their financial goals. Additionally, with the presence of major employers such as Pfizer and Stryker Corporation, many residents may have access to employer-sponsored retirement plans that require guidance from a financial advisor. In a city like Portage, where the cost of living is higher than the national average, a financial advisor can provide valuable support for those seeking to navigate the complexities of personal finance.

Mortgage Loan Officer

Residents of Portage, MI can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes and guide them through the often complicated process of buying a house. In particular, residents of Portage, MI who are looking to purchase homes in the city's popular West Portage neighborhood may find the assistance of a mortgage loan officer especially helpful. With its great schools and proximity to amenities like the Crossroads Mall and Portage Creek Bicentennial Park, West Portage is a highly desirable area for families and young professionals alike. A mortgage loan officer can help residents navigate the competitive real estate market in this area and secure financing for their dream home.

Tax Services

Residents of Portage, MI can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to take advantage of the various tax deductions and credits available to them. For example, Portage residents who own a home may be eligible for the Michigan Homestead Property Tax Credit, which can help reduce their property tax bill. Additionally, a tax advisor can help Portage residents navigate the complex tax laws surrounding retirement accounts, such as IRAs and 401(k)s, to ensure they are maximizing their savings and minimizing their tax liability. With the help of a tax advisor, Portage residents can feel confident that they are making informed decisions about their finances and minimizing their tax burden.

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