Estate Planning Attorneys in Elm Grove, WI

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List of Firms

Top Elm Grove, WI Estate Planning Law Firms

Barczak Kenneth P
SEC File# 801-64233
CRD# 875
3 out of 5
Location 13150 Watertown Plank Rd, Elm Grove, WI 53122, USA
Phone (262) 439-6200
Directions
Mudroch & Dodulik SC
5 out of 5
Location 500 Elm Grove Rd #209, Elm Grove, WI 53122, USA
Phone (262) 782-5700
Directions
Burr Law Office LLC
5 out of 5
Location 910 Elm Grove Rd #34, Elm Grove, WI 53122, USA
Phone (262) 827-0375
Language https://www.burrlawoffice.com/
Directions
Koch Koch Clark
1 out of 5
Location 740 Pilgrim Pkwy # 200, Elm Grove, WI 53122, USA
Phone (262) 782-1389
Directions
Action Estate Planning
Location 13550 Watertown Plank Rd, Elm Grove, WI 53122, USA
Phone (262) 782-7984
Directions
Attorneys Title
5 out of 5
Location 12970 W Bluemound Rd #103, Elm Grove, WI 53122, USA
Phone (262) 432-0299
Language https://www.attcls.com/
Directions
Sapinski Law Office, S.C.
5 out of 5
Location 12700 W Bluemound Rd Suite 120, Elm Grove, WI 53122, USA
Phone (262) 239-4199
Language https://www.bankruptcyhelpmilwaukee.com/?utm_source=GMB&utm_medium=organic&utm_campaign=elmgrove
Directions
James A. Guyette
Location 12700 W Bluemound Rd, Elm Grove, WI 53122, USA
Phone (262) 432-0671
Language http://gplaw.net/
Directions
Estate Planning Lawyers in Elm Grove, WI

Where Estate Planners in Elm Grove, WI Serve

Elm Grove, WI is a charming village located in Waukesha County. It is home to several notable landmarks, including the Elm Grove Village Park, which features a playground, baseball fields, and a walking trail. The village is also home to the Elm Grove Woman's Club, a historic building that has been restored and now serves as a community center. Top employers in Elm Grove include the Elm Grove Public Library, which provides a wealth of resources and services to residents, as well as the Village of Elm Grove itself, which employs a dedicated staff of professionals to ensure that the community runs smoothly. Major highways and streets in Elm Grove include Watertown Plank Road, which runs through the heart of the village, as well as Bluemound Road and I-94, which provide easy access to nearby cities like Milwaukee and Madison. Elm Grove is divided into several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Elm Grove, WI

Banks and Credit Unions

Residents of Elm Grove, WI can benefit greatly from the services offered by a bank. One of the most common ways a bank can help is by providing loans to residents who need to make large purchases such as a car or a home. Elm Grove is a small, affluent community located in Waukesha County, Wisconsin. Many of its residents are professionals who work in nearby Milwaukee. A bank in Elm Grove can offer these residents personalized financial advice and help them manage their wealth. Additionally, a bank can provide convenient access to ATMs and online banking services, making it easier for residents to manage their finances on-the-go. Overall, a bank can be a valuable resource for Elm Grove residents looking to achieve their financial goals and build a stable future.

Insurance Broker

Residents of Elm Grove, WI can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex insurance market and find the best coverage for their needs. This is particularly important in Elm Grove, where the population is largely made up of families and retirees who may have unique insurance needs. Additionally, an insurance broker can provide personalized advice and support to residents, helping them to understand their policies and make informed decisions about their coverage. This can be especially helpful in Elm Grove, where the community is tight-knit and residents value personalized service and attention to detail. Overall, an insurance broker can be an invaluable resource for residents of Elm Grove, providing them with the guidance and support they need to protect themselves and their families.

Retirement Planning

Residents of Elm Grove, WI could greatly benefit from the services of a retirement planner. A retirement planner can help residents of Elm Grove, WI create a personalized retirement plan that takes into account their unique financial situation and goals. With the cost of living in Elm Grove being higher than the national average, it is important for residents to plan ahead to ensure that they will have enough money to sustain their lifestyle in retirement. A retirement planner can help residents of Elm Grove, WI identify potential sources of income in retirement, such as Social Security or a pension, and create a plan to maximize those benefits. Additionally, a retirement planner can help residents of Elm Grove, WI navigate the complex world of investing and make informed decisions about how to allocate their retirement savings. By working with a retirement planner, residents of Elm Grove, WI can feel confident that they are on track to achieve their retirement goals.

Wealth Management

Residents of Elm Grove, WI can benefit from the expertise of a wealth manager in several ways. For instance, a wealth manager can help them create a personalized financial plan that aligns with their goals and objectives. This plan can include strategies for saving, investing, and managing their assets in a tax-efficient manner. Additionally, a wealth manager can provide guidance on retirement planning, estate planning, and risk management. With Elm Grove being a small village with a population of around 6,000 people, a wealth manager can help residents navigate the unique financial challenges that come with living in a tight-knit community. For example, they can advise on how to balance supporting local businesses while also maintaining a diversified investment portfolio. Overall, a wealth manager can provide valuable insights and support to help Elm Grove residents achieve their financial goals.

Financial Advisor

Residents of Elm Grove, WI can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help is by providing guidance on retirement planning. With a median age of 46, many residents of Elm Grove are likely thinking about their retirement years and what they need to do to ensure a comfortable future. A financial advisor can help by creating a personalized retirement plan that takes into account factors such as current income, savings, and projected expenses. They can also provide advice on investment strategies and asset allocation to help residents maximize their retirement savings. With the help of a financial advisor, residents of Elm Grove can feel more confident about their financial future and enjoy their retirement years to the fullest.

Mortgage Loan Officer

Residents of Elm Grove, WI would greatly benefit from the expertise and assistance of a mortgage loan officer. With the town's median home value being significantly higher than the national average, navigating the home buying process can be daunting. A mortgage loan officer can help residents understand their financing options, including down payment assistance programs specific to the state of Wisconsin. Additionally, with Elm Grove's close proximity to Milwaukee, a loan officer can help residents take advantage of the city's strong job market and competitive interest rates. By working with a mortgage loan officer, residents of Elm Grove can feel confident in their home buying decisions and secure the financing they need to make their dream home a reality.

Tax Services

Residents of Elm Grove, WI could benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor could help residents navigate the complex tax laws and regulations that govern the state of Wisconsin. Additionally, a tax advisor could help residents identify tax deductions and credits that they may be eligible for, which could ultimately save them money on their tax bill. Another way that a tax advisor could help residents of Elm Grove is by providing guidance on how to properly file their taxes, ensuring that they avoid costly mistakes or penalties. With the help of a tax advisor, residents of Elm Grove can feel confident that they are making the most of their finances and minimizing their tax liability.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Elm Grove, WI can provide a wide range of services to individuals and families looking to secure their financial future. These services may include drafting wills and trusts, creating powers of attorney and healthcare directives, and developing comprehensive estate plans that account for all assets and potential tax implications. In Elm Grove, WI specifically, an estate planning lawyer may also be able to provide guidance on local laws and regulations that could impact the distribution of assets. With their burstiness and complexity, these lawyers can help clients navigate the often-confusing world of estate planning and ensure that their wishes are carried out after they pass away.

Elm Grove, WI is the perfect place to get an estate planning lawyer for many reasons, but one specific aspect that sets it apart from other cities is its strong sense of community. With a population of just over 6,000 residents, Elm Grove is a tight-knit community where people genuinely care about each other. This strong sense of community is reflected in the local legal services, where estate planning lawyers take the time to get to know their clients on a personal level. They understand the unique needs and concerns of the residents and are able to tailor their services accordingly. This personalized approach to estate planning ensures that clients receive the best possible advice and guidance, while also feeling heard and understood. Furthermore, the attorneys in Elm Grove are highly skilled and experienced, with a deep understanding of the complexities of estate planning. They are able to navigate the intricacies of the legal system with ease, providing clients with peace of mind and confidence in their legal representation.