Estate Planning Attorneys in North Oaks, MN

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List of Firms

Top North Oaks, MN Estate Planning Law Firms

Schromen Law, LLC
5 out of 5
Location 600 Marshall Ave, St Paul, MN 55102, USA
Phone (651) 571-2515
Language http://schromenlaw.com/
Directions
Safe Harbor Estate Law and Elder Care
5 out of 5
Location 3240 Rice St, St Paul, MN 55126, USA
Phone (612) 615-9535
Language https://safeharborestatelaw.com/st-paul
Directions
Funke Law
5 out of 5
Location 3900 Northwoods Dr Suite 250, St Paul, MN 55112, USA
Phone (651) 332-8710
Language http://www.funkelawoffice.com/
Directions
E Murphy Law Offices, PLLC
5 out of 5
Location 4525 Allendale Dr, White Bear Lake, MN 55127, USA
Phone (651) 426-9978
Language https://www.emurphylaw.com/
Directions
Sheila J. Kelly Law Firm, LLC
4 out of 5
Location 4856 Banning Ave, White Bear Lake, MN 55110, USA
Phone (612) 568-8758
Language http://www.sheilakellylaw.com/
Directions
Egge Law Office
Location 4207 Reiland Ln, Shoreview, MN 55126, USA
Phone (651) 481-9581
Language https://eggelawoffice.wordpress.com/
Directions
Rust Law PLLC
5 out of 5
Location 724 Bielenberg Dr, Woodbury, MN 55125, USA
Phone (651) 528-8461
Language http://www.rust-law.com/
Directions
Fleming Law Office
5 out of 5
Location 4665 White Bear Pkwy, White Bear Lake, MN 55110, USA
Phone (651) 429-3323
Directions
Estate Planning Lawyers in North Oaks, MN

Where Estate Planners in North Oaks, MN Serve

North Oaks, MN is a charming city located in Ramsey County. It is known for its lush greenery, beautiful parks, and upscale neighborhoods. One of the most notable landmarks in North Oaks is the North Oaks Golf Club, which boasts a stunning 18-hole course and is a popular destination for golf enthusiasts. Other landmarks include the North Oaks Beach and the North Oaks Park. The city is home to several top employers, including the Mounds View Public School District, the North Oaks Golf Club, and the North Oaks Company. These employers offer a range of job opportunities, from teaching positions to golf course management roles. North Oaks is well-connected to the surrounding areas via major highways such as Interstate 35E and Highway 96. These highways provide easy access to nearby cities like St. Paul and Minneapolis. The city is also served by several major streets, including County Road J and Centerville Road. North Oaks is divided into several neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in North Oaks, MN

Banks and Credit Unions

Residents of North Oaks, MN would be helped by a bank in several ways. One of the most common ways is through providing financial services such as checking and savings accounts, loans, and credit cards. Since North Oaks is a small, affluent community, many residents may require specialized financial assistance such as investment advice or estate planning. A bank can provide these services and help residents manage their finances effectively. Additionally, a bank can offer convenient access to ATMs and online banking services, which is particularly important in a community like North Oaks where residents may have busy schedules and limited time to visit a physical branch. Overall, a bank can help residents of North Oaks manage their finances and achieve their financial goals.

Insurance Broker

Residents of North Oaks, MN could greatly benefit from the services of an insurance broker. With the unique landscape of North Oaks, which is filled with numerous lakes and wooded areas, residents may require specific insurance coverage for their homes and vehicles. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage for their individual needs. Additionally, North Oaks is a community that values safety and security, and an insurance broker can provide peace of mind by ensuring that residents have adequate coverage in case of unexpected events such as natural disasters or accidents. Overall, an insurance broker can be a valuable resource for North Oaks residents in protecting their homes, vehicles, and personal well-being.

Retirement Planning

Residents of North Oaks, MN could benefit greatly from a retirement planner in a number of ways. For starters, retirement planners can help residents of North Oaks to identify their goals and develop a customized plan to achieve them. This could include things like maximizing Social Security benefits, managing investment portfolios, and creating a budget to ensure that retirees are able to live comfortably within their means. Additionally, a retirement planner can help residents of North Oaks to navigate the complex world of tax laws and estate planning, ensuring that their assets are protected and their loved ones are taken care of. With its high median income and large population of retirees, North Oaks presents unique challenges and opportunities for those planning for retirement, and a skilled retirement planner can help residents to make the most of their golden years.

Wealth Management

Residents of North Oaks, MN can benefit greatly from the services of a wealth manager. With its affluent population and high median household income, North Oaks is home to many individuals who have accumulated significant wealth over the years. A wealth manager can help these residents manage and grow their assets, providing personalized investment strategies and financial planning services. Additionally, North Oaks is known for its large number of retirees, who may require specialized assistance with retirement planning, estate planning, and tax management. A wealth manager can provide guidance in these areas, helping retirees to maximize their income and minimize their tax burden. Overall, a wealth manager can be an invaluable resource for North Oaks residents looking to secure their financial future and achieve their long-term goals.

Financial Advisor

Residents of North Oaks, MN can benefit from the guidance of a financial advisor in a variety of ways. With its affluent community and high median household income, many residents may be looking to maximize their investments and plan for retirement. A financial advisor can provide personalized advice on investment strategies, tax planning, and estate planning to help residents achieve their financial goals. Additionally, with North Oaks being a city known for its beautiful homes and large properties, a financial advisor can assist with mortgage planning, refinancing, and property investment opportunities. Overall, a financial advisor can help residents of North Oaks, MN navigate the complexities of personal finance and make informed decisions to secure their financial future.

Mortgage Loan Officer

Residents of North Oaks, MN can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist in securing a mortgage for a new home, refinancing an existing mortgage, or obtaining a home equity loan. North Oaks is a unique community with a strong emphasis on preserving nature and maintaining a high quality of life. A knowledgeable mortgage loan officer can help residents navigate the specific regulations and requirements associated with living in North Oaks, such as the city's strict zoning laws and building codes. Additionally, a loan officer can provide personalized guidance on the best mortgage options for each individual's financial situation, helping residents achieve their dream of owning a home in this beautiful and desirable area.

Tax Services

Residents of North Oaks, MN can benefit greatly from the expertise of a tax advisor. With the city's high median household income and property values, tax planning and preparation can be complex and time-consuming. A tax advisor can help residents navigate the intricacies of federal and state tax laws, identify deductions and credits, and minimize tax liabilities. Additionally, North Oaks is home to many small business owners and entrepreneurs who can benefit from tax planning services to optimize their business structures and minimize tax burdens. A tax advisor can also provide valuable guidance on estate planning and wealth management, which is particularly important for the city's affluent population. Overall, a tax advisor can provide customized solutions to help North Oaks residents maximize their financial potential and achieve their long-term goals.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in North Oaks, MN can provide a range of services to help clients protect their assets and ensure their wishes are carried out after they pass away. These services may include drafting wills and trusts, creating powers of attorney and health care directives, and helping clients navigate the complex tax laws that can impact their estates. In North Oaks, MN, an estate planning lawyer may also be able to provide specialized advice to clients who own large amounts of property or have complex family dynamics that need to be addressed in their estate plans. Additionally, they may be able to help clients take advantage of unique estate planning opportunities that are available in Minnesota, such as the state's generous estate tax exemption. Whether you are just starting to think about your estate plan or need to update an existing one, an estate planning lawyer in North Oaks, MN can help you navigate the process with confidence and peace of mind.

North Oaks, MN is the perfect place to get an estate planning lawyer. This city, located in Ramsey County, is known for its serene and peaceful environment, which makes it an ideal location to plan for the future. The city's scenic beauty and natural surroundings provide an excellent backdrop for estate planning, which requires a calm and focused mind. North Oaks, MN is home to some of the most experienced and highly qualified estate planning lawyers who can help you navigate the complex legal landscape with ease. With their expertise and in-depth knowledge of estate planning laws, they can help you create a customized plan that meets your specific needs and requirements. Whether you need assistance with wills, trusts, or other legal documents, the estate planning lawyers in North Oaks, MN can provide you with the guidance and support you need to make informed decisions about your future. Overall, North Oaks, MN is the best place to get an estate planning lawyer due to its serene environment, experienced lawyers, and personalized services.