Estate Planning Attorneys in Milwaukee, WI

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List of Firms

Top Milwaukee, WI Estate Planning Law Firms

Heritage Law Office
5 out of 5
Location 757 N Broadway #300, Milwaukee, WI 53202, USA
Phone (414) 253-8500
Magner & Hueneke, LLP
4 out of 5
Location 4600 W Loomis Rd Suite 120, Milwaukee, WI 53220, USA
Phone (414) 281-4529
Roney & Knupp, LLC - Attorneys at Law
5 out of 5
Location 1031 N Astor St, Milwaukee, WI 53202, USA
Phone (414) 299-3875
Angermeier & Rogers, LLP
4 out of 5
Location 759 N Milwaukee St Suite 615, Milwaukee, WI 53202, USA
Phone (414) 289-9200
Affeldt Law Offices, S.C.
4 out of 5
Location 8741 W National Ave, Milwaukee, WI 53227, USA
Phone (414) 321-4560
Halling & Cayo, S.C.
4 out of 5
Location 320 E Buffalo St #700, Milwaukee, WI 53202, USA
Phone (414) 271-3400
Bridge Law Office,LLC
5 out of 5
Location 10150 W National Ave #305, Milwaukee, WI 53227, USA
Phone (414) 259-7605
Becker, Hickey & Poster, S.C.
4 out of 5
Location 222 E Erie St #320, Milwaukee, WI 53202, USA
Phone (414) 273-1414
Maranan, Paul A SC
5 out of 5
Location 4111 S Howell Ave, Milwaukee, WI 53207, USA
Phone (414) 483-4400
Estate Planning Lawyers in Milwaukee, WI

Where Estate Planners in Milwaukee, WI Serve

Milwaukee, WI is a vibrant city with a rich history and diverse culture. The city is home to several notable landmarks, including the Milwaukee Art Museum, the Harley-Davidson Museum, and the historic Pabst Theater. The top employers in Milwaukee include Aurora Health Care, Northwestern Mutual, and Harley-Davidson. These companies are major contributors to the city's economy and provide numerous job opportunities for residents. Milwaukee is also known for its extensive network of highways and streets, including I-94, I-43, and the famous Lakefront Trail. These routes make it easy to navigate the city and access its many attractions. The neighborhoods in Milwaukee are equally diverse, with each offering its own unique character and charm. From the trendy Third Ward to the historic Brady Street, there is something for everyone in this bustling city. Overall, Milwaukee is a city full of energy and excitement, and a great place to live, work, and play.

Financial Services Related to Estate Planning in Milwaukee, WI

Banks and Credit Unions

Residents of Milwaukee, WI can benefit from a bank in a variety of ways. One of the most common ways is through access to financial resources and services that can help them achieve their financial goals. For example, banks can provide loans to help residents purchase homes or start businesses, which can contribute to the growth and development of the local economy. Additionally, banks can offer savings accounts and other financial products that can help residents save for the future and manage their money more effectively. In a city like Milwaukee, where the cost of living can be high and economic opportunities may be limited, having access to these types of resources can be incredibly valuable for residents who are looking to improve their financial stability and build a better future for themselves and their families.

Insurance Broker

Residents of Milwaukee, WI can benefit greatly from the expertise of an insurance broker. With the city's high crime rate, an insurance broker can help residents find the best coverage for home and auto insurance. Additionally, Milwaukee is known for its harsh winters, so an insurance broker can guide residents in selecting the best coverage for potential damage caused by snow and ice. Furthermore, Milwaukee is home to many small businesses, and an insurance broker can assist these business owners in finding the right insurance policies to protect their assets and employees. Overall, an insurance broker can provide valuable guidance and support to Milwaukee residents in navigating the complex world of insurance and ensuring they have the coverage they need.

Retirement Planning

Residents of Milwaukee, WI can benefit greatly from the guidance of a retirement planner. With an aging population and a high poverty rate, many individuals in Milwaukee may not have adequate savings or investment plans in place for their retirement years. A retirement planner can help assess their current financial situation, develop a personalized plan, and provide ongoing support to ensure they are on track to reach their retirement goals. Additionally, with the city's harsh winters and high heating costs, a retirement planner can help residents factor in these expenses and plan accordingly to ensure they can maintain their quality of life throughout retirement.

Wealth Management

Milwaukee, WI residents can benefit from the services of a wealth manager in a number of ways. For example, a wealth manager can help residents develop a comprehensive financial plan that takes into account their unique goals and circumstances. This might include creating a budget, investing in the stock market, saving for retirement, and managing debt. Additionally, a wealth manager can help residents navigate the complex tax laws and regulations in Milwaukee, WI, ensuring that they are maximizing their tax savings and minimizing their liabilities. Finally, a wealth manager can help residents plan for unexpected events, such as job loss or illness, by creating an emergency fund and insurance plan. With the help of a skilled wealth manager, Milwaukee, WI residents can achieve financial stability and peace of mind.

Financial Advisor

Residents of Milwaukee, WI can benefit greatly from the guidance of a financial advisor. With the city's high poverty rate and large number of low-income households, a financial advisor can offer valuable advice on budgeting, debt management, and investment strategies. Additionally, Milwaukee has a significant population of retirees and pre-retirees who may require assistance with retirement planning, estate planning, and long-term care planning. A financial advisor can also provide guidance on navigating the city's unique tax laws and incentives, such as the Milwaukee Homeowner Tax Credit. Overall, a financial advisor can help Milwaukee residents achieve their financial goals and improve their overall financial well-being.

Mortgage Loan Officer

Residents of Milwaukee, WI can benefit greatly from the services of a mortgage loan officer. With a population of over 590,000 people, Milwaukee is a thriving city that is home to many families and individuals who are looking to purchase a home. A mortgage loan officer can help residents navigate the complex process of securing a mortgage, which can be especially challenging for first-time homebuyers. Additionally, Milwaukee has a diverse population with varying income levels and credit histories, so a mortgage loan officer can work with each individual to find a loan that fits their unique needs and circumstances. Overall, a mortgage loan officer can provide invaluable support and guidance to residents of Milwaukee who are looking to achieve their dream of homeownership.

Tax Services

Residents of Milwaukee, WI could benefit greatly from the help of a tax advisor. With the city’s high property taxes and numerous tax credits and deductions available, it can be overwhelming for individuals to navigate the tax system on their own. A tax advisor can provide guidance on how to take advantage of these credits and deductions, ultimately saving residents money on their taxes. Additionally, with Milwaukee’s diverse population and industries, a tax advisor can offer specialized knowledge on tax laws and regulations that may apply to specific professions or situations. Overall, a tax advisor can provide valuable assistance to Milwaukee residents in navigating the complex world of taxes and maximizing their financial benefits.

Milwaukee, WI Financial Resources

Milwaukee, WI Chamber of Commerce

Milwaukee, WI City Hall

Milwaukee, WI Public Library


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