Estate Planning Attorneys in Waukesha, WI

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List of Firms

Top Waukesha, WI Estate Planning Law Firms

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
Lakeside Law Offices, LLC.
3 out of 5
Location 324 W Broadway, Waukesha, WI 53186, USA
Phone (262) 650-8100
Language http://www.lakesidelawoffices.com/
Directions
The Law Offices of Mark S. Knutson, S.C.
5 out of 5
Location 14170 W Greenfield Ave, Brookfield, WI 53005, USA
Phone (262) 205-0705
Language https://www.knutsonlawfirm.com/?utm_source=GMB&utm_medium=organic&utm_campaign=brookfield
Directions
Schott, Bublitz & Engel s.c.
4 out of 5
Location 640 W Moreland Blvd, Waukesha, WI 53188, USA
Phone (262) 827-1700
Language https://www.sbe-law.com/
Directions
Attorney Robert Flessas
5 out of 5
Location 131 E Wisconsin Ave Suite 106, Pewaukee, WI 53072, USA
Phone (262) 821-5533
Language https://robertflessas.com/
Directions
Cramer, Multhauf & Hammes, LLP
4 out of 5
Location 1601 E Racine Ave Suite 200, Waukesha, WI 53186, USA
Phone (262) 542-4278
Language https://www.cmhlaw.com/?npcmp=dir:local:1713715:53186
Directions
Law Office of Jane L. Walker
4 out of 5
Location W309 S4860, Commercial Dr Suite A, North Prairie, WI 53153, USA
Phone (262) 542-4420
Language http://www.janelwalker.com/
Directions
Hippenmeyer Reilly Blum Schmitzer Fabian & English S.C.
4 out of 5
Location 720 Clinton St, Waukesha, WI 53186, USA
Phone (262) 549-8181
Language http://www.hrblawfirm.com/
Directions
Law Offices of Carlson & Lunde, S.C.
5 out of 5
Location W240 N1221, Pewaukee Rd, Waukesha, WI 53188, USA
Phone (262) 544-8500
Language http://www.dcarlsonlaw.com/
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
Phillip Remmers Estate Lawyer
5 out of 5
Location 1601 E Racine Ave #200, Waukesha, WI 53187, USA
Phone (262) 542-4278
Language http://www.cmhlaw.com/
Directions
Estate Planning Lawyers in Waukesha, WI

Where Estate Planners in Waukesha, WI Serve

Waukesha, WI is a city located in southeastern Wisconsin, known for its rich history and diverse culture. The city boasts several landmarks, including the iconic Clock Tower, the historic Carroll University campus, and the scenic Fox River. Waukesha is home to a variety of top employers, such as GE Healthcare, ProHealth Care, and the Waukesha School District, providing ample job opportunities for residents. Major highways and streets in the area include I-94, Hwy 59, and Sunset Drive, making transportation convenient and accessible. Waukesha is comprised of several unique neighborhoods, each with its own character and charm, such as the historic downtown district, the bustling East Towne area, and the peaceful West Waukesha community. Overall, Waukesha is a vibrant and thriving city, offering something for everyone to enjoy.

Financial Services Related to Estate Planning in Waukesha, WI

Banks and Credit Unions

Residents of Waukesha, WI can benefit from a bank in numerous ways. Firstly, a bank can help residents manage their finances by providing them with savings and checking accounts, credit cards, and loans. This is particularly important in Waukesha, where the cost of living is higher than the national average. Additionally, banks can help residents invest their money in various financial products, such as mutual funds and stocks, to grow their wealth. Another way that banks can assist Waukesha residents is by offering financial education and resources to help them make informed decisions about their money. This is especially important in a city like Waukesha, where many residents are small business owners or entrepreneurs looking to start their own businesses. Overall, banks play a crucial role in helping Waukesha residents achieve their financial goals and secure their financial futures.

Insurance Broker

Residents of Waukesha, WI can greatly benefit from the services of an insurance broker. With the unpredictable weather patterns in the area, an insurance broker can help residents find the right coverage for their homes and vehicles. In addition, Waukesha is home to many small businesses, and an insurance broker can help these businesses navigate the complex world of commercial insurance. With the recent growth in the city's population, an insurance broker can also assist new residents in finding health insurance plans that fit their specific needs. Overall, an insurance broker can provide personalized assistance to Waukesha residents, ensuring that they have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Waukesha, WI can benefit greatly from the guidance of a retirement planner. With a population of over 70,000 people, many residents may not know where to start when it comes to planning for their retirement. A retirement planner can help Waukesha residents identify their financial goals and create a personalized plan to achieve them. Additionally, Waukesha is home to a large number of retirees, and a retirement planner can help these individuals make the most of their savings and investments to ensure a comfortable retirement. For example, a retirement planner can advise Waukesha residents on the best ways to maximize their Social Security benefits or navigate the tax implications of retirement income. With the help of a retirement planner, residents of Waukesha can feel confident that they are on track to achieve their financial goals and enjoy a secure retirement.

Wealth Management

Residents of Waukesha, WI could benefit from a wealth manager in several ways. One of the most common ways is by receiving guidance on how to invest their money in a way that aligns with their financial goals. Waukesha is a city with a diverse range of industries, including healthcare, manufacturing, and retail. A wealth manager could help residents navigate these industries and invest in companies that are likely to grow and provide a solid return on investment. Additionally, Waukesha has a thriving arts and culture scene, and a wealth manager could help residents support local organizations and invest in the community. Overall, a wealth manager could provide personalized financial advice and support to help residents of Waukesha achieve their financial goals and contribute to the growth and prosperity of the city.

Financial Advisor

Residents of Waukesha, WI can benefit greatly from the guidance of a financial advisor. With a population of over 70,000 people, many individuals and families in this city may struggle to manage their finances effectively. A financial advisor can help them create a budget, save for retirement, and plan for major life events, such as buying a home or sending a child to college. Additionally, Waukesha is home to many small business owners who may need assistance with financial planning and investment management. A financial advisor can help these entrepreneurs navigate the complexities of running a business and make informed decisions about their finances. Overall, a financial advisor can provide invaluable support to the residents of Waukesha, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Waukesha, WI can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes or investment properties. With their knowledge of the local real estate market and lending options, mortgage loan officers can guide residents through the process of obtaining a mortgage, from pre-approval to closing. In Waukesha, WI, where the median home price is $284,900, a mortgage loan officer can help residents navigate the competitive housing market and find the best loan options available to them. Whether residents are first-time homebuyers or experienced investors, a mortgage loan officer can provide valuable advice and support throughout the home buying process.

Tax Services

Residents of Waukesha, WI can greatly benefit from the assistance of a tax advisor in a number of ways. One of the most common ways is through tax planning and preparation, which can help individuals and businesses in the area navigate complex tax laws and regulations. With a tax advisor's help, residents can ensure they are taking advantage of all available deductions and credits, minimizing their tax liability and maximizing their returns. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and other financial matters that can have a significant impact on a person's long-term financial health. In a city like Waukesha, which has a growing and diverse population, the expertise of a tax advisor can be invaluable in helping residents achieve their financial goals and secure their financial futures.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Waukesha, WI can provide a wide range of services to help individuals and families plan for the future. These services may include drafting wills and trusts, creating powers of attorney and healthcare directives, and developing strategies for minimizing estate taxes. In addition to these traditional estate planning services, an attorney in Waukesha may also be able to assist with more complex issues such as business succession planning, charitable giving, and asset protection. With its rich history and vibrant community, Waukesha is a unique location that presents its own set of challenges and opportunities when it comes to estate planning. An experienced attorney in this area will be familiar with local laws and regulations, as well as the unique needs and concerns of Waukesha residents. Whether you are just starting to think about your estate plan or need help navigating a complex legal issue, an estate planning lawyer in Waukesha can provide the guidance and support you need to protect your assets and secure your legacy.

Waukesha, WI is the premier destination to find an estate planning lawyer. This city is home to a plethora of law firms that specialize in estate planning, offering a diverse range of legal services to their clients. One of the unique characteristics of Waukesha is its rich history, which has contributed to the development of a vibrant community that values tradition and innovation. This blend of old and new is reflected in the legal services offered by estate planning lawyers in Waukesha, who are equipped with the knowledge and expertise to help clients navigate the complexities of estate planning. With its dynamic legal community and commitment to excellence, Waukesha is the ideal place to find an estate planning lawyer who will provide you with the guidance and support you need to protect your assets and secure your legacy for generations to come.