Estate Planning Attorneys in Excelsior, MN

We did the hard work of finding trustworthy partners in Excelsior, MN. Fill out the form to get connected.
Scroll to List of Firms

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Excelsior, MN Estate Planning Law Firms

Guzmán Law Firm, P.A.
5 out of 5
Location 14847 Energy Way, Apple Valley, MN 55124, USA
Phone (952) 432-0648
Language http://www.guzmanlaw.com/
Directions
Hollenhorst Law Firm PA
Location 17800 Old Excelsior Blvd #100, Minnetonka, MN 55345, USA
Phone (612) 284-8151
Directions
Haugen Law Group, PLLC
5 out of 5
Location 276 Water St, Excelsior, MN 55331, USA
Phone (952) 479-8132
Language https://www.mnrivervalleylaw.com/
Directions
Johnson Law Group, P.A.
5 out of 5
Location 6465 W Wayzata Blvd Ste 304 Suite 304, Minneapolis, MN 55426, USA
Phone (952) 443-6560
Language https://www.johnsonlawgrouppa.com/
Directions
Steven L Schechtman Attorney
5 out of 5
Location 17800 Excelsior Blvd, Minnetonka, MN 55345, USA
Phone (952) 470-4550
Language https://minnetonkalawgroup.com/
Directions
Penberthy Law Offices
Location 264 Water St #1, Excelsior, MN 55331, USA
Phone (952) 474-1188
Directions
Sjoberg & Tebelius, P.A.
5 out of 5
Location 2145 Woodlane Dr #101, Woodbury, MN 55125, USA
Phone (651) 315-8856
Language https://www.stlawfirm.com/?npcmp=dir:local:1613167:55125
Directions
Blahnik, Prchal & Stoll, PLLC
4 out of 5
Location 4617 Colorado St SE, Prior Lake, MN 55372, USA
Phone (952) 447-4424
Language http://www.bpslawoffice.com/
Directions
Berg Myers Law Offices, P.A.
5 out of 5
Location 9800 Bren Rd E Suite 290, Hopkins, MN 55343, USA
Phone (952) 935-3425
Language http://www.bergmyerslaw.com/
Directions
Quinlivan & Hughes, P.A.
5 out of 5
Location 1740 W St Germain St Suite 101, St Cloud, MN 56301, USA
Phone (320) 200-4928
Language https://www.quinlivan.com/?npcmp=dir:local:2255727:56301
Directions
Estate and Probate Real Estate
Location 250 Carlson Pkwy APT 212, Minnetonka, MN 55305, USA
Phone (612) 876-0070
Directions
Peterson Law Office, LLC
5 out of 5
Location 3601 Minnesota Dr Suite 835, Bloomington, MN 55435, USA
Phone (952) 888-2400
Language https://www.petersonlawoffice.com/?npcmp=dir:local:1885297:55435
Directions
Hellmuth & Johnson
4 out of 5
Location 8050 W 78th St, Minneapolis, MN 55439, USA
Phone (952) 941-4005
Language http://www.hjlawfirm.com/
Directions
Flanders Law Firm LLC
4 out of 5
Location 2600 Eagan Woods Dr #270, Eagan, MN 55121, USA
Phone (612) 424-0398
Language http://www.flanderslawfirm.com/
Directions
AND Law Offices, PLLC
5 out of 5
Location 3140 Harbor Ln N STE 201, Plymouth, MN 55447, USA
Phone (763) 548-9734
Language http://www.andlawoffices.com/
Directions
Bonthius Law
Location 4162 Lakeridge Rd, Excelsior, MN 55331, USA
Phone (612) 327-9293
Directions
Miller Law PLLC and real estate broker
5 out of 5
Location 26850 Marsh Pointe Cir, Excelsior, MN 55331, USA
Phone (612) 284-9000
Language http://www.attorneyre.com/
Directions
Waldron Law Offices, Ltd.
4 out of 5
Location 1951 Concordia St, Wayzata, MN 55391, USA
Phone (952) 471-0940
Language http://www.waldronlaw.com/
Directions
Bender-Kelner Wills, Trusts & Estates P.A. Law Firm
5 out of 5
Location 16184 MN-7, Minnetonka, MN 55345, USA
Phone (952) 930-3700
Language https://mnwills.com/
Directions
Gold Leaf Estate Planning, LLC
5 out of 5
Location 3000 County Rd 42 W suite 310, Burnsville, MN 55337, USA
Phone (952) 658-6503
Language http://www.goldleafestateplan.com/
Directions
Excelsior Law Firm
Location 540 Lake St, Excelsior, MN 55331, USA
Phone (612) 360-0680
Language http://www.excelsiorlawfirm.com/
Directions
Krueger, Juelich & Schmisek, PLLC
4 out of 5
Location 601 Carlson Pkwy Suite 1025, Minnetonka, MN 55305, USA
Phone (952) 373-8564
Language https://www.kruegerjuelichlaw.com/?npcmp=dir:local:4829928:55305
Directions
Huemoeller, Gontarek & Cheskis, PLC
4 out of 5
Location 16670 Franklin Trail SE UNIT 210, Prior Lake, MN 55372, USA
Phone (952) 447-2131
Language https://www.priorlakelaw.com/
Directions
Estate Planning Lawyers in Excelsior, MN

Where Estate Planners in Excelsior, MN Serve

Excelsior, MN is a charming city situated on the shores of Lake Minnetonka, boasting a plethora of landmarks and attractions. From the iconic Excelsior Commons Park to the historic Excelsior Amusement Park, this city has it all. The top employers in the area include Cargill, UnitedHealth Group, and General Mills, providing ample job opportunities for the locals. Major highways and streets, such as Highway 7 and Water Street, are easily accessible and connect Excelsior to neighboring cities. The neighborhoods in Excelsior are diverse and offer a range of housing options, from quaint cottages to luxurious lakefront estates. With its rich history and vibrant community, Excelsior is a must-visit destination in Minnesota.

Financial Services Related to Estate Planning in Excelsior, MN

Banks and Credit Unions

Residents of Excelsior, MN can be helped by a bank in a variety of ways. One of the most common ways that people in Excelsior can benefit from a bank is through personal banking services. This includes checking and savings accounts, loans, and credit cards. For example, residents may need a loan to start a business or purchase a new home. Additionally, many residents of Excelsior are small business owners who may need access to business banking services such as merchant services and business loans. A bank can also provide financial education and resources to help residents manage their money and plan for their future. With its picturesque location on the shores of Lake Minnetonka, Excelsior is a popular tourist destination, and banks can help visitors by providing currency exchange services and access to ATMs. Overall, a bank can provide valuable financial services and support to the residents of Excelsior, helping them to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Excelsior, MN can benefit greatly from the services of an insurance broker. For example, with the town's proximity to Lake Minnetonka, many residents may require specialized insurance coverage for their boats and watercraft. An insurance broker can help residents navigate the often complex and confusing world of insurance policies, ensuring that they have the right coverage to protect their assets. Additionally, with the town's growing population and thriving small business community, an insurance broker can assist residents in finding the best options for health insurance, liability coverage, and other important policies. Overall, an insurance broker can be a valuable resource for residents of Excelsior, MN looking to protect themselves and their assets.

Retirement Planning

Residents of Excelsior, MN could benefit from the expertise of a retirement planner in multiple ways. Firstly, a retirement planner can provide personalized advice on how to save for retirement, taking into account the unique circumstances of each individual. This is particularly important in Excelsior, where the cost of living is relatively high compared to other areas in Minnesota. A retirement planner can help residents of Excelsior create a realistic and achievable retirement savings plan that takes into account their income, expenses, and future goals. Additionally, a retirement planner can help residents of Excelsior navigate the complex world of retirement benefits and social security, ensuring that they are maximizing their benefits and avoiding costly mistakes. Overall, a retirement planner can provide valuable guidance and peace of mind to residents of Excelsior as they plan for their future.

Wealth Management

Residents of Excelsior, MN can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual or family. This can include strategies for saving for retirement, investing in the stock market, and managing debt. With its picturesque location on the shores of Lake Minnetonka, Excelsior is a popular destination for tourists and a desirable place to live for many. A wealth manager can help residents of Excelsior navigate the local real estate market and make informed decisions about buying or selling property. Additionally, a wealth manager can provide guidance on charitable giving and estate planning, ensuring that residents can leave a lasting legacy for their families and their community.

Financial Advisor

Residents of Excelsior, MN could benefit from the guidance of a financial advisor in many ways. For instance, a financial advisor can help them create a personalized budget and savings plan that takes into account the high cost of living in Excelsior. With its prime location on the shores of Lake Minnetonka, Excelsior is a popular tourist destination and a sought-after place to live. However, this also means that housing and other living expenses can be quite steep. A financial advisor can help residents navigate these challenges and make smart financial decisions that allow them to enjoy all that Excelsior has to offer without breaking the bank. Additionally, a financial advisor can help residents plan for their future by providing expert advice on retirement planning, investing, and other long-term financial goals.

Mortgage Loan Officer

Residents of Excelsior, MN can benefit from the expertise of a mortgage loan officer in a variety of ways. For one, a loan officer can help them navigate the complex process of obtaining a mortgage, from pre-qualification to closing. Additionally, a loan officer can help residents of Excelsior find the best mortgage rates and terms to suit their unique financial situation. With the housing market in Excelsior being highly competitive, a loan officer can also help residents stand out from other buyers and increase their chances of securing their dream home. Overall, a mortgage loan officer can provide invaluable guidance and support to residents of Excelsior looking to make one of the biggest financial decisions of their lives.

Tax Services

Residents of Excelsior, MN could greatly benefit from the assistance of a tax advisor in a number of ways. One specific way that a tax advisor could help residents is by providing guidance on how to navigate the unique tax laws and regulations specific to Minnesota. With its high income tax rates and complex tax code, Minnesota can be a challenging state to file taxes in. A tax advisor could help residents understand which deductions and credits they are eligible for, and ensure that they are taking advantage of all possible tax breaks. Additionally, a tax advisor could provide guidance on how to minimize tax liability and avoid potential audits or penalties. Overall, working with a tax advisor could help residents of Excelsior, MN save money and feel confident in their tax preparation and filing.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Excelsior, MN can provide a range of services to help clients ensure their assets are distributed according to their wishes. From drafting wills and trusts to establishing power of attorney and healthcare directives, an estate planning lawyer can help clients protect their interests and minimize tax liabilities. In Excelsior, MN, where the population has grown by over 20% in the last decade, estate planning has become increasingly important. With the median home value at over $500,000, many residents have significant assets to protect. An estate planning lawyer can help clients navigate the complex legal landscape and ensure their legacy is preserved for future generations.

Excelsior, MN is the epitome of a picturesque town that boasts a thriving community, rich history, and a plethora of amenities. It is an ideal location for anyone seeking an estate planning lawyer due to its unique blend of modernity and tradition. One specific aspect that sets Excelsior apart from other towns is its close-knit community. The people here are warm, friendly, and always willing to lend a helping hand. This sense of community extends to the legal profession, where the estate planning lawyers are known for their exceptional service and expertise. With a deep understanding of the local laws and regulations, these lawyers provide personalized and comprehensive estate planning solutions that cater to the specific needs of their clients. In Excelsior, you can rest assured that your estate planning needs will be met with the utmost care and attention to detail.