Estate Planning Attorneys in Ozaukee County, WI

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List of Firms

Top Ozaukee County, WI Estate Planning Law Firms

Van Slett Law, LLC
5 out of 5
Location 13500 W Capitol Dr Ste 201, Brookfield, WI 53005, USA
Phone (262) 888-7878
Language https://www.vanslettlaw.com/
Directions
Herro Law Firm, LLC
5 out of 5
Location 101 Falls Rd #602, Grafton, WI 53024, USA
Phone (262) 377-9500
Language http://www.herrolawfirm.com/
Directions
O'Leary-Guth Law Office, S.C.
SEC File# 801-62584
CRD# 123452
5 out of 5
Location 414 N Main St, Thiensville, WI 53092, USA
Phone (262) 238-6996
Language http://olglawoffice.com/
Directions
Law Office of John F. Zeckel, S.C.
3 out of 5
Location N88W16551 Main St, Menomonee Falls, WI 53051, USA
Phone (262) 255-2050
Language http://www.zeckellaw.com/
Directions
Levy & Levy SC, Law
5 out of 5
Location N61 W6058, Columbia Rd, Cedarburg, WI 53012, USA
Phone (262) 377-5555
Language http://levyandlevy.com/
Directions
Carroll Law Office
5 out of 5
Location w62n567 Washington Ave, Cedarburg, WI 53012, USA
Phone (262) 375-9800
Language http://www.carroll-law.com/
Directions
Behrendt Law
3 out of 5
Location 7702 W Mequon Rd, Mequon, WI 53097, USA
Phone (262) 238-3038
Language http://www.behrendtlaw.net/contact.html
Directions
Schoonenberg Tim
5 out of 5
Location 1650 9th Ave #1, Grafton, WI 53024, USA
Phone (262) 377-0600
Directions
Margerie Law | Brookfield
5 out of 5
Location 12970 W Bluemound Rd #103, Elm Grove, WI 53122, USA
Phone (414) 254-4784
Language https://www.margerielaw.com/
Directions
melick law
4 out of 5
Location 211 N Franklin St, Port Washington, WI 53074, USA
Phone (262) 347-3444
Language http://www.melicklawwi.com/contact-us/
Directions
Houseman & Feind, LLP
4 out of 5
Location 1650 9th Ave, Grafton, WI 53024, USA
Phone (262) 377-0600
Language http://www.housemanlaw.com/
Directions
Hildebrand Law Firm, LLC
5 out of 5
Location 7670 N Port Washington Rd Suite 200, Fox Point, WI 53217, USA
Phone (414) 409-7122
Language http://www.hildebrandlawfirm.net/
Directions
Antoine, Hoeft & Eberhardt, S.C.
5 out of 5
Location 2560 WI-32, Port Washington, WI 53074, USA
Phone (262) 284-2664
Language http://www.wislawfirm.com/
Directions
McIlnay Button Law LLC
4 out of 5
Location 1971 Washington St Suite 102, Grafton, WI 53024, USA
Phone (262) 421-4166
Language https://www.mcbusinesslaw.com/?npcmp=dir:local:1157706:53024
Directions
Angermeier & Rogers, LLP
Location 7269 WI-60 Trunk, Cedarburg, WI 53012, USA
Phone (414) 289-9200
Language http://www.wiestateplanners.com/Locations/Cedarburg
Directions
Lyne William
5 out of 5
Location 7105 W Mequon Rd, Mequon, WI 53092, USA
Phone (414) 847-6290
Language http://www.lyne-law.com/
Directions
Cornerstone Law
4 out of 5
Location 13620 W Capitol Dr, Brookfield, WI 53005, USA
Phone (262) 317-9798
Language http://www.cornerstone.law/
Directions
Wessels & Liebau LLC
4 out of 5
Location 11649 N Port Washington Rd #210, Mequon, WI 53092, USA
Phone (262) 264-7702
Language https://www.wesselsliebau.com/
Directions
Olmr Law Office, L.L.C. - Criminal Defense
4 out of 5
Location 211 N Franklin St, Port Washington, WI 53074, USA
Phone (262) 546-0677
Language http://www.olmrlawoffice.com/
Directions
Burns Law Offices
Location 1001 W Glen Oaks Ln # 227, Mequon, WI 53092, USA
Phone (262) 240-9904
Language https://burnslaw.com/
Directions
Estate Planning Lawyers in Ozaukee County, WI

Where Estate Planners in Ozaukee County, WI Serve

Nestled in the heart of Wisconsin lies Ozaukee County, a beautiful area that boasts a diverse array of landmarks, top employers, major highways and streets, and neighborhoods. From the pristine shores of Lake Michigan to the rolling hills of the Kettle Moraine State Forest, Ozaukee County is a veritable paradise for nature lovers and outdoor enthusiasts alike. Some of the most prominent landmarks in the area include the Port Washington Lighthouse, the Cedarburg Covered Bridge, and the Harrington Beach State Park. In terms of top employers, Ozaukee County is home to a number of thriving businesses, including Johnson Controls, Charter Manufacturing, and the Kohler Company. Major highways and streets in the area include Interstate 43, Highway 60, and Highway 32, which provide easy access to nearby cities like Milwaukee and Sheboygan.

Financial Services Related to Estate Planning in Ozaukee County, WI

Banks and Credit Unions

Residents of Ozaukee County, WI can benefit from a bank in many ways. One of the most common ways is through financial education and assistance. Many banks offer programs that can help residents understand and manage their finances, which is especially important in a county with a high cost of living like Ozaukee. Additionally, banks can provide access to loans and mortgages for those looking to purchase a home or start a business. With its growing economy and proximity to Milwaukee, Ozaukee County is an attractive place to live and work, and a bank can help residents take advantage of these opportunities. Overall, a bank can be a valuable resource for anyone looking to improve their financial situation in Ozaukee County.

Insurance Broker

Residents of Ozaukee County, WI can benefit from the services of an insurance broker in a number of ways. For example, an insurance broker can help residents find the best insurance policies that meet their specific needs, such as auto insurance, home insurance, and health insurance. Since Ozaukee County is known for its high-income households and expensive homes, an insurance broker can help residents find policies that are tailored to their unique financial situations. Additionally, an insurance broker can help residents navigate the complex world of insurance and ensure that they are getting the best rates and coverage possible. This can be especially helpful for those who are new to the area or who are unfamiliar with the local insurance market. Overall, an insurance broker can provide valuable guidance and support to residents of Ozaukee County, helping them to protect their assets and achieve greater financial security.

Retirement Planning

Residents of Ozaukee County, WI can benefit greatly from the services of a retirement planner. With an aging population and a high cost of living, it can be challenging to navigate the complexities of retirement planning. A retirement planner can help residents of Ozaukee County to identify their financial goals and develop a plan to achieve them. They can also offer advice on investment strategies, tax planning, and estate planning. One specific challenge faced by residents of Ozaukee County is the high property tax rates, which can eat into retirement savings. A retirement planner can help residents to find ways to minimize their tax burden and maximize their retirement income. Overall, a retirement planner can provide invaluable guidance and support to help residents of Ozaukee County achieve a secure and comfortable retirement.

Wealth Management

Residents of Ozaukee County, WI could benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager could help them is by creating a personalized financial plan that takes into account their unique circumstances and goals. With its affluent population and high cost of living, many residents of Ozaukee County are looking for ways to maximize their wealth and secure their financial future. A wealth manager can provide guidance on investment strategies, tax planning, retirement planning, and estate planning, among other things. They can also help residents navigate the complex financial landscape of Ozaukee County, which includes a diverse range of industries and investment opportunities. By working with a wealth manager, residents can feel confident that they are making informed decisions about their finances and are on track to achieve their long-term goals.

Financial Advisor

Residents of Ozaukee County, WI could benefit from the assistance of a financial advisor in a variety of ways. One specific area where a financial advisor could be particularly helpful is in navigating the local housing market. Ozaukee County is known for its high property values and competitive real estate market, which can make it difficult for residents to find affordable housing options or make informed decisions about buying or selling a home. A financial advisor could provide valuable guidance on budgeting, saving for a down payment, and understanding the long-term financial implications of purchasing a home in this area. Additionally, a financial advisor could help residents plan for retirement, manage debt, and make informed investment decisions to ensure their financial stability and success.

Mortgage Loan Officer

Residents of Ozaukee County, WI can benefit greatly from the services provided by a mortgage loan officer. These professionals can help residents secure loans for purchasing homes, refinancing existing mortgages, and even obtaining home equity loans. One specific way that residents of Ozaukee County could benefit from a mortgage loan officer is through the knowledge of local housing markets. Ozaukee County is known for its high-quality schools, beautiful parks, and family-friendly neighborhoods. A mortgage loan officer who is familiar with the area can help residents find the best homes and financing options that fit their needs and budget. With the help of a mortgage loan officer, residents of Ozaukee County can achieve their dream of owning a home in this desirable community.

Tax Services

Residents of Ozaukee County, WI can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help residents of Ozaukee County is by providing guidance on tax deductions and credits that are specific to the area. For example, Ozaukee County is home to many small businesses, and a tax advisor can help these business owners navigate the complex tax code and take advantage of deductions and credits that are available to them. Additionally, a tax advisor can help residents of Ozaukee County with tax planning and preparation, ensuring that they are in compliance with all state and federal tax laws and minimizing their tax liability. With the help of a tax advisor, residents of Ozaukee County can feel confident that they are making the most of their financial resources and avoiding costly mistakes.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Ozaukee County, WI can provide a wide range of services to help individuals plan for the future. They can assist with drafting wills, trusts, and other legal documents to ensure that assets are distributed according to the client's wishes. Additionally, they can provide guidance on tax planning, asset protection, and charitable giving. In Ozaukee County, WI, estate planning lawyers are particularly attuned to the unique needs of the area's affluent residents. With a median household income of over $85,000, many individuals in the county have significant assets to protect and pass on to future generations. As such, estate planning lawyers in Ozaukee County often specialize in complex estate planning strategies that can help clients minimize taxes and maximize the value of their estates. Whether you are looking to create a simple will or need more advanced estate planning services, an estate planning lawyer in Ozaukee County can help you achieve your goals.

Ozaukee County, WI is the ideal location to find an estate planning lawyer due to its unique blend of rural charm and urban convenience. With a population of just over 87,000, the county offers a close-knit community that values family and tradition. However, this does not mean that the legal services offered in Ozaukee County are outdated or lacking in sophistication. On the contrary, the county is home to a diverse range of legal professionals who are well-versed in the latest estate planning laws and regulations. Whether you are looking for a lawyer to help you draft a will, establish a trust, or navigate the complexities of probate court, Ozaukee County has the expertise and resources you need. Moreover, the county's proximity to Milwaukee and other major cities in Wisconsin means that you can access top-notch legal services without sacrificing the peace and tranquility of small-town life.