Estate Planning Attorneys in Pewaukee, WI

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List of Firms

Top Pewaukee, WI Estate Planning Law Firms

Riegleman Law Offices, S.C.
5 out of 5
Location N63 W23965, Main St, Sussex, WI 53089, USA
Phone (262) 246-4606
Language http://www.sussexlawyer.com/
Directions
Reinhart Boerner Van Deuren s.c.
4 out of 5
Location N16W23250 Stone Ridge Dr, Waukesha, WI 53188, USA
Phone (262) 951-4500
Language http://www.reinhartlaw.com/
Directions
Walden Neitzke & Kuhary, S.C.
4 out of 5
Location 707 W Moreland Blvd #9, Waukesha, WI 53188, USA
Phone (262) 525-4156
Language http://www.waldenlaw.net/?utm_campaign=gmb
Directions
Wimmer Steven C Atty
5 out of 5
Location 707 W Moreland Blvd #5, Waukesha, WI 53188, USA
Phone (262) 549-7770
Language http://www.wimmerlawoffice.com/
Directions
Law Offices of Dennis J. Mank, S.C.
3 out of 5
Location N27W23953 Paul Rd Suite 102, Pewaukee, WI 53072, USA
Phone (262) 347-2210
Directions
Lakeland Law Firm, LLC
2 out of 5
Location N27 W23957 Paul Rd Suite 206, Pewaukee, WI 53072, USA
Phone (262) 347-2000
Language http://www.lakeland-law.com/
Directions
Stocking Law LLC
Location N19 W24400 Riverwood Dr #350, Waukesha, WI 53188, USA
Phone (262) 361-4274
Language http://www.stockinglaw.com/
Directions
Jaessing & Conklin, S.C.
5 out of 5
Location 707 W Moreland Blvd, Waukesha, WI 53188, USA
Phone (262) 549-8170
Directions
Estate Planning Lawyers in Pewaukee, WI

Where Estate Planners in Pewaukee, WI Serve

Pewaukee, WI is a charming city located in Waukesha County, known for its breathtaking natural scenery and vibrant community. The city is home to several notable landmarks, including the picturesque Pewaukee Lake, which offers a wide range of recreational activities for residents and visitors alike. Additionally, the city boasts several historic sites, such as the Old World Wisconsin living history museum and the restored Victorian-era Pewaukee Opera House. Pewaukee is also home to several major employers, including the Waukesha County Technical College, which provides cutting-edge education and training opportunities to students and professionals alike. Other top employers in the area include GE Healthcare, Quad/Graphics, and the Kohl's Corporation. Major highways and streets in Pewaukee include Interstate 94, which provides easy access to nearby cities such as Milwaukee and Madison, as well as Highway 16 and Highway 164.

Financial Services Related to Estate Planning in Pewaukee, WI

Banks and Credit Unions

Residents of Pewaukee, WI can benefit from a bank in several ways. One of the most common ways is by having access to financial services such as checking and savings accounts, loans, and credit cards. With a bank, residents can easily manage their finances and save money for future expenses. Additionally, banks can offer financial education and advice to help residents make informed decisions about their money. For example, in Pewaukee, where many residents enjoy water sports and outdoor activities, a bank could offer advice on how to save for a new boat or how to budget for a summer vacation. Overall, having a bank in Pewaukee can provide residents with the tools and resources they need to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Pewaukee, WI can benefit greatly from the services of an insurance broker. With the town's proximity to Lake Pewaukee, many residents own boats and watercraft that require specialized insurance coverage. An insurance broker can help ensure that residents have the appropriate coverage to protect their investments and liabilities while out on the water. Additionally, Pewaukee is home to many small businesses that may require unique insurance policies to protect against risks specific to their industry. An insurance broker can help these businesses navigate the complex world of commercial insurance and find the coverage that best suits their needs. Overall, an insurance broker can provide valuable guidance and support to Pewaukee residents as they navigate the often-confusing world of insurance.

Retirement Planning

Residents of Pewaukee, WI would greatly benefit from the guidance of a retirement planner. With a population of just over 14,000, Pewaukee is a close-knit community where many individuals have spent their entire lives. A retirement planner can help these individuals navigate the complexities of retirement planning, including managing their finances, creating a budget, and ensuring they have enough savings to support their lifestyle. Additionally, Pewaukee is home to many small businesses, and a retirement planner can assist business owners in creating a succession plan and preparing for a smooth transition into retirement. With the help of a retirement planner, residents of Pewaukee can feel confident in their financial future and enjoy their retirement years to the fullest.

Wealth Management

Residents of Pewaukee, WI could benefit greatly from the expertise of a wealth manager. With a population of just over 14,000, Pewaukee is a small town with a strong sense of community. Many residents have built their lives and businesses in the area, and a wealth manager can help them protect and grow their assets for the long term. Specifically, a wealth manager can assist with retirement planning, investment strategies, and tax planning. Pewaukee residents who work with a wealth manager can feel confident that their financial future is in good hands, allowing them to focus on enjoying all that their beloved town has to offer.

Financial Advisor

Residents of Pewaukee, WI can benefit greatly from the expertise of a financial advisor. With the town's median household income of $91,000, it's important for residents to have a solid financial plan in place. A financial advisor can help residents create a budget, invest wisely, and plan for retirement. Additionally, Pewaukee is known for its beautiful lakefront properties and recreational opportunities, which can be costly. A financial advisor can help residents navigate the expenses associated with owning a lakefront home or participating in recreational activities, ensuring they are making smart financial decisions. Overall, a financial advisor can provide valuable guidance to help residents of Pewaukee achieve their financial goals and live comfortably.

Mortgage Loan Officer

Residents of Pewaukee, WI can benefit greatly from the expertise of a mortgage loan officer when it comes to purchasing a home. With a population of just over 14,000, Pewaukee has a tight-knit community that values homeownership. A mortgage loan officer can help residents navigate the often complex process of obtaining a mortgage loan, ensuring that they are able to secure the best possible terms and rates. Additionally, a loan officer can offer guidance on the various types of loans available, such as FHA, VA, and conventional loans, to help residents find the best fit for their unique financial situation. With the help of a mortgage loan officer, residents of Pewaukee can achieve their dream of homeownership and enjoy the many benefits that come with it.

Tax Services

Residents of Pewaukee, WI can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can assist in navigating the complex tax laws and regulations that impact individuals and businesses in Pewaukee. With their knowledge and experience, they can help residents minimize their tax liability and maximize their tax savings. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement planning, estate planning, and investment planning. For example, many residents in Pewaukee work in the healthcare industry, which may require specialized tax planning advice. A tax advisor can help healthcare professionals understand the tax implications of their income and benefits, as well as provide guidance on how to minimize their tax liability. Overall, a tax advisor can provide valuable insights and advice to help residents of Pewaukee, WI make informed decisions about their finances and taxes.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Pewaukee, WI can provide a range of services to help individuals and families plan for the future. From drafting wills and trusts to establishing powers of attorney and healthcare directives, these attorneys can help ensure that their clients' wishes are carried out after they pass away or become incapacitated. One unique aspect of estate planning in Pewaukee is the town's proximity to Lake Country, a popular destination for boating and other outdoor activities. As a result, estate planning attorneys in Pewaukee may need to consider issues such as boat ownership and liability when helping clients plan their estates. Additionally, Pewaukee is home to a significant number of retirees, which means that estate planning attorneys may need to focus on issues such as long-term care planning and Medicaid eligibility. With their expertise and knowledge of local laws and regulations, estate planning attorneys in Pewaukee can help clients navigate these complex issues and create comprehensive plans that protect their assets and their loved ones.

Pewaukee, WI is the perfect place to find an estate planning lawyer due to its thriving legal community. The city is home to numerous law firms that specialize in estate planning, making it easy to find the right lawyer for your needs. The legal professionals in Pewaukee are known for their expertise and attention to detail, ensuring that your estate planning needs are met with the utmost care and precision. Additionally, Pewaukee's close-knit community fosters a culture of trust and reliability, making it easy to find a lawyer who will work closely with you to ensure that your estate plan is tailored to your unique needs. Whether you need help drafting a will, creating a trust, or navigating complex tax laws, Pewaukee's estate planning lawyers have the knowledge and experience to help you achieve your goals.