Estate Planning Attorneys in Tomah, WI

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List of Firms

Top Tomah, WI Estate Planning Law Firms

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Shudlick Law Office LLC
4 out of 5
Location 1501 Kilbourn Ave, Tomah, WI 54660, USA
Phone (608) 372-4104
Directions
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Carmichael & Quartemont S C
4 out of 5
Location 916 Oak Ave, Tomah, WI 54660, USA
Phone (608) 372-3239
Directions
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Arndt Daniel C
Location 101 Oak St, Tomah, WI 54660, USA
Phone (608) 372-1200
Directions
Estate Planning Lawyers in Tomah, WI

Where Estate Planners in Tomah, WI Serve

Tomah, WI is a bustling city with a variety of landmarks, top employers, major highways and streets, and neighborhoods. From the towering spires of the Holy Family Catholic Church to the historic Tomah Theater, there is no shortage of unique and interesting places to explore. The city is also home to several major employers, including the Tomah Memorial Hospital and the Monroe County Courthouse. When it comes to transportation, Tomah is situated at the crossroads of several major highways and streets, including I-90, US-12, and WI-21. And with a wide range of neighborhoods, from the charming downtown area to the peaceful residential streets of North Tomah, there's something for everyone in this vibrant city.

Financial Services Related to Estate Planning in Tomah, WI

Banks and Credit Unions

Residents of Tomah, WI can benefit greatly from the services provided by a bank. One of the most common ways that a bank can help the community is by providing access to financial resources and advice. Tomah is a small town with a population of just over 9,000 people, and many residents may not have access to the same financial opportunities as those in larger cities. A bank can offer services such as checking and savings accounts, loans, and credit cards, as well as financial education to help residents make informed decisions about their money. Additionally, a bank can provide support for local businesses, which can help to stimulate the local economy and create jobs. Overall, a bank can play an important role in the financial well-being of the residents of Tomah, WI.

Insurance Broker

Residents of Tomah, WI can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help individuals and families in Tomah find the right insurance policies that meet their unique needs and budget. With the broker's expertise, residents can choose from a range of insurance options, including health, auto, home, and life insurance. Moreover, an insurance broker can help Tomah residents navigate the complex insurance market and compare policies from different providers to find the best coverage at the most affordable rates. This is particularly useful for residents of Tomah, a small town in Wisconsin, where insurance options may be limited and prices may vary depending on the provider. By working with an insurance broker, Tomah residents can save time, money, and stress when it comes to finding the right insurance coverage.

Retirement Planning

Residents of Tomah, WI can greatly benefit from the services of a retirement planner. With its population of over 9,000, Tomah is a small but growing community that is home to many retirees. A retirement planner can help these individuals navigate the complex world of retirement planning, including creating a comprehensive plan for saving, investing, and managing assets. Additionally, a retirement planner can provide guidance on tax strategies, estate planning, and healthcare options. For residents of Tomah, WI, a retirement planner can offer peace of mind and help ensure a comfortable and secure retirement.

Wealth Management

Residents of Tomah, WI could benefit from the expertise of a wealth manager in several ways. For example, a wealth manager could help them manage their finances, develop a long-term investment strategy, and plan for retirement. Additionally, a wealth manager could provide guidance on tax-efficient investing and estate planning. One specific challenge that residents of Tomah, WI may face is the high cost of healthcare. A skilled wealth manager could help them navigate the complexities of healthcare planning and identify strategies to minimize the financial impact of medical expenses. Overall, a wealth manager could provide valuable support and guidance to help residents of Tomah, WI achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Tomah, WI can benefit from the guidance of a financial advisor in a variety of ways. One of the most common ways is through retirement planning. With a large population of baby boomers in Tomah, many residents are approaching retirement age and may need assistance in creating a plan to ensure they have enough savings to support themselves during their golden years. Additionally, with a thriving agricultural industry in the area, a financial advisor can help farmers navigate the unique financial challenges and opportunities that come with owning and operating a farm. Overall, a financial advisor can provide valuable insights and strategies to help residents of Tomah, WI achieve their financial goals and secure a prosperous future.

Mortgage Loan Officer

Residents of Tomah, WI could greatly benefit from the services of a mortgage loan officer. These professionals can help residents secure the financing they need to purchase a home or refinance an existing mortgage. With the average home price in Tomah being around $150,000, many residents may need assistance in securing a mortgage with favorable terms and interest rates. Additionally, a mortgage loan officer can provide guidance on the various loan options available, such as FHA or VA loans, to help residents choose the best one for their unique situation. With the help of a mortgage loan officer, residents of Tomah can achieve their dreams of homeownership and build equity in their community.

Tax Services

Residents of Tomah, WI can benefit greatly from the guidance of a tax advisor. With the city's economy heavily reliant on agriculture, many residents may have unique tax situations related to farming or other rural businesses. A tax advisor can help navigate these complexities and ensure that residents are taking advantage of all available deductions and credits. Additionally, Tomah has a large population of veterans and military families, who may have specific tax considerations related to their service. A tax advisor can assist with navigating these complex rules and ensuring that they receive all eligible benefits. Overall, a tax advisor can provide valuable support and guidance to Tomah residents, helping them to maximize their tax savings and reduce their financial stress.

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