Estate Planning Attorneys in Oakbrook Terrace, IL

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List of Firms

Top Oakbrook Terrace, IL Estate Planning Law Firms

Law Office Of David J. Boone
5 out of 5
Location 18W140 Butterfield Rd #1500, Oakbrook Terrace, IL 60181, USA
Phone (630) 495-6040
Directions
Tuohy Law Offices
5 out of 5
Location 17W220 22nd St Suite 300, Oakbrook Terrace, IL 60181, USA
Phone (312) 559-8400
Directions
Fournier Law Firm, Ltd.
5 out of 5
Location 2001 Midwest Rd #206, Oak Brook, IL 60523, USA
Phone (630) 792-1000
Directions
Ranjha Law Group
5 out of 5
Location 903 Commerce Dr Ste 210, Oak Brook, IL 60523, USA
Phone (630) 277-9368
Directions
Peck Ritchey, LLC
5 out of 5
Location 700 Commerce Dr Ste. 500, Oak Brook, IL 60523, USA
Phone (855) 328-5787
Directions
Madison Lawyers Group PC
5 out of 5
Location 17W620 14th St #201, Oakbrook Terrace, IL 60181, USA
Phone (312) 251-6005
Directions
Ryd Law Group PC
5 out of 5
Location 1900 Spring Rd, Oak Brook, IL 60523, USA
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Estate Planning Lawyers in Oakbrook Terrace, IL

Where Estate Planners in Oakbrook Terrace, IL Serve

Nestled in the heart of DuPage County, Oakbrook Terrace, IL is a vibrant and thriving community that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Oakbrook Center shopping mall to the lush and sprawling Drury Lane Theatre and Conference Center, this city has something for everyone. With a diverse range of industries and businesses, Oakbrook Terrace is home to some of the top employers in the region, including the healthcare giant Advocate Health Care, the technology leader Oracle, and the financial services powerhouse BMO Harris Bank. The city is also conveniently located near major highways and streets, including the I-88 and I-294, making it easy to get to and from the city and surrounding suburbs. Additionally, the city's neighborhoods are known for their safety, cleanliness, and sense of community, with many residents enjoying easy access to parks, schools, and other amenities.

Financial Services Related to Estate Planning in Oakbrook Terrace, IL

Banks and Credit Unions

Residents of Oakbrook Terrace, IL would greatly benefit from the services provided by a bank. One specific way a bank could help is by providing loans for home improvements. Oakbrook Terrace is a small, affluent suburb located just outside of Chicago. Many of the homes in the area are older and in need of updates. A bank could offer loans to homeowners to help fund these improvements, such as new roofs, updated kitchens, or energy-efficient windows. This would not only improve the value of the homes in the area, but also make them more comfortable and sustainable for residents. Additionally, a bank could offer financial planning services to help residents save for their future and achieve their financial goals.

Insurance Broker

Residents of Oakbrook Terrace, IL can benefit greatly from the services of an insurance broker. With the city being situated in DuPage County, which is known for its high cost of living, an insurance broker can help residents find affordable insurance policies that offer the coverage they need. Additionally, with Oakbrook Terrace being home to many businesses and corporations, insurance brokers can assist business owners with finding the right insurance coverage to protect their assets and employees. Whether it's finding the right health insurance plan, home insurance policy, or business insurance coverage, an insurance broker can provide the guidance and expertise needed to make informed decisions and secure the best possible coverage at a fair price.

Retirement Planning

Residents of Oakbrook Terrace, IL could benefit greatly from the services of a retirement planner. With a population of just over 2,000 people, many of whom are nearing retirement age, a retirement planner can help individuals navigate the complex world of retirement planning and ensure that they are financially prepared for the future. Specifically, Oakbrook Terrace is home to a large number of retirees who may require assistance with estate planning, social security optimization, and managing their investments. A retirement planner can provide personalized guidance and advice to help residents of Oakbrook Terrace achieve their retirement goals and enjoy a comfortable and secure retirement.

Wealth Management

Residents of Oakbrook Terrace, IL can greatly benefit from the services of a wealth manager. With its location near Chicago, Oakbrook Terrace is home to many successful individuals with complex financial portfolios. A wealth manager can help these residents navigate the intricacies of their finances, from investment strategies to retirement planning. Additionally, Oakbrook Terrace is known for its high cost of living, which can make it challenging for residents to save for the future. A wealth manager can provide guidance on budgeting and saving, helping residents to achieve their financial goals despite the high cost of living in the area. Overall, a wealth manager can provide invaluable support to the residents of Oakbrook Terrace, helping them to make informed financial decisions and secure their financial future.

Financial Advisor

Residents of Oakbrook Terrace, IL can benefit greatly from the services of a financial advisor, especially when it comes to planning for retirement. With a median age of 48, many residents are likely thinking about their long-term financial goals and how to achieve them. A financial advisor can help them navigate the complexities of retirement planning, including choosing the right investment vehicles, managing risk, and maximizing tax efficiency. Additionally, residents of Oakbrook Terrace may have unique financial needs based on the area's high cost of living and proximity to Chicago. A financial advisor can provide tailored advice and solutions to help them meet their financial goals and maintain their desired standard of living.

Mortgage Loan Officer

Residents of Oakbrook Terrace, IL could benefit greatly from the services of a mortgage loan officer. With the high cost of living in the area, many residents may struggle to find affordable housing options. A mortgage loan officer can assist in finding the best mortgage rates and loan options for individuals looking to purchase a home in Oakbrook Terrace. Additionally, with the city's close proximity to Chicago, many residents may be interested in purchasing investment properties or vacation homes. A mortgage loan officer can provide guidance and support in navigating the complex process of obtaining a mortgage for these types of properties. Overall, a mortgage loan officer can be a valuable resource for residents of Oakbrook Terrace looking to achieve their homeownership goals.

Tax Services

Residents of Oakbrook Terrace, IL can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on tax deductions and credits that are specific to Oakbrook Terrace. For example, residents may be eligible for property tax exemptions or credits for energy-efficient home improvements. Additionally, a tax advisor can assist with navigating the complex tax laws and regulations that apply to Oakbrook Terrace residents, ensuring that they are in compliance and avoiding any potential penalties or fines. With the help of a tax advisor, residents can optimize their tax returns and minimize their tax liabilities, allowing them to keep more of their hard-earned money.

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