Estate Planning Attorneys in Washington County, WI

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List of Firms

Top Washington County, WI Estate Planning Law Firms

The McLario Firm
4 out of 5
Location N88w16783 Main St, Menomonee Falls, WI 53051, USA
Phone (262) 251-4210
Directions
Renard Law Office, LLC
5 out of 5
Location 6749 Glacier Dr, West Bend, WI 53090, USA
Phone (262) 629-5937
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Van Slett Law, LLC
5 out of 5
Location 13500 W Capitol Dr Ste 201, Brookfield, WI 53005, USA
Phone (262) 888-7878
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Cornerstone Law
4 out of 5
Location 13620 W Capitol Dr, Brookfield, WI 53005, USA
Phone (262) 317-9798
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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
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Margerie Law LLC | Estate Planning Milwaukee
5 out of 5
Location 9125 W North Ave #102, Wauwatosa, WI 53226, USA
Phone (414) 254-4784
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Attorney Joanne Leifheit
5 out of 5
Location N27 W23953 Paul Rd, Pewaukee, WI 53072, USA
Phone (262) 347-2820
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Strand Law, LLC
5 out of 5
Location W177N9856 Rivercrest Dr Suite 215, Germantown, WI 53022, USA
Phone (414) 698-4642
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Schloemer Law Firm, S.C.
5 out of 5
Location 143 S Main St #3, West Bend, WI 53095, USA
Phone (262) 334-3471
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Houseman & Feind, LLP
4 out of 5
Location 1650 9th Ave, Grafton, WI 53024, USA
Phone (262) 377-0600
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Estate Planning Lawyers in Washington County, WI

Where Estate Planners in Washington County, WI Serve

Washington County, located in southeastern Wisconsin, is a vibrant and diverse community with a rich history and many notable landmarks. From the iconic Holy Hill Basilica to the stunning Kettle Moraine State Forest, there is no shortage of natural beauty and cultural attractions to explore. The county is also home to several top employers, including West Bend Mutual Insurance, Froedtert Health, and the Washington County government. Major highways and streets like I-41, US-45, and State Highway 33 make it easy to navigate the area, while charming neighborhoods like Germantown, Jackson, and West Bend offer a variety of housing options for residents. With its mix of rural charm and urban amenities, Washington County is a great place to call home.

Financial Services Related to Estate Planning in Washington County, WI

Banks and Credit Unions

Residents of Washington County, WI could benefit from a bank in several ways. For instance, a bank could provide loans to help residents start or expand their businesses, which is crucial for the county's economy. Additionally, banks could offer mortgages to help residents buy homes, which is especially important in Washington County where the cost of living is relatively high compared to other areas of the state. Banks could also provide financial education and resources to help residents manage their money more effectively, which is essential for those struggling to make ends meet. Overall, a bank could be a valuable resource for residents of Washington County, WI in many different ways.

Insurance Broker

Residents of Washington County, WI could greatly benefit from the services of an insurance broker. With the county's diverse population and unique needs, an insurance broker can help residents navigate the complex world of insurance and find policies that are tailored to their specific needs. For example, Washington County has a large farming community, and an insurance broker can help farmers find policies that protect their crops and livestock. Additionally, the county is home to many small businesses, and an insurance broker can assist business owners in finding policies that cover liability, property damage, and other potential risks. Overall, an insurance broker can provide invaluable guidance and support to residents of Washington County, ensuring that they are protected and prepared for whatever life throws their way.

Retirement Planning

Residents of Washington County, WI can greatly benefit from the help of a retirement planner. Retirement planners can assist with a variety of tasks, such as creating a personalized retirement plan, managing investments, and providing guidance on Social Security and Medicare. In Washington County, where the population is predominantly older adults, retirement planning is crucial. A retirement planner can help residents navigate the unique challenges and opportunities of retirement in Washington County, such as the availability of healthcare services and the tax implications of retirement income. By working with a retirement planner, residents of Washington County can feel more secure and confident in their retirement plans.

Wealth Management

Residents of Washington County, WI can benefit from the services of a wealth manager in various ways. For instance, a wealth manager can help them to develop a comprehensive financial plan that aligns with their goals and objectives. They can also assist them in managing their investment portfolio, including selecting the right mix of assets and monitoring market trends to ensure optimal returns. Another way a wealth manager can help is by providing tax planning strategies that can help residents minimize their tax liabilities while maximizing their savings. Additionally, with the high cost of healthcare in Washington County, a wealth manager can help residents plan for their long-term care needs, including identifying options for financing such care. By working with a wealth manager, residents of Washington County, WI can enjoy the peace of mind that comes with knowing that their financial future is secure.

Financial Advisor

Residents of Washington County, WI could benefit from a financial advisor in many ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique economic conditions of the area. Washington County is known for its diverse economy, with a mix of agriculture, manufacturing, and service industries. A financial advisor can help residents navigate this complex economic landscape by providing guidance on how to invest their money, save for retirement, and plan for unexpected expenses. Additionally, a financial advisor can help residents understand the tax implications of their investments and develop strategies to minimize their tax burden. With the help of a financial advisor, residents of Washington County can achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Washington County, WI would greatly benefit from the services of a mortgage loan officer. With a population of over 135,000 people, Washington County is a growing community that is home to a variety of individuals and families. A mortgage loan officer can help residents in many ways, such as providing advice on the best mortgage options for their specific financial situation, helping them navigate the complex process of applying for a mortgage, and securing the best interest rates possible. In particular, residents of Washington County, WI may benefit from the expertise of a mortgage loan officer who has experience working with the unique housing market in the area, which includes a mix of rural and suburban communities. With the help of a mortgage loan officer, residents of Washington County can achieve their dreams of homeownership and secure a stable future for themselves and their families.

Tax Services

Residents of Washington County, WI could benefit greatly from the services of a tax advisor. One specific way a tax advisor could help is by ensuring residents are taking advantage of all available tax deductions and credits. For example, Washington County has a large agricultural sector, and a tax advisor could help farmers navigate the complex tax laws and identify deductions related to farm expenses and equipment purchases. Additionally, with many residents working in neighboring counties or states, a tax advisor could help them understand how to properly file their taxes and avoid penalties. Overall, a tax advisor can provide valuable guidance and peace of mind for Washington County residents when it comes to navigating the often confusing world of taxes.

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