Estate Planning Attorneys in Sherburne County, MN

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List of Firms

Top Sherburne County, MN Estate Planning Law Firms

Hess & Jendro Law Office, P.A.
4 out of 5
Location 11070 183rd Cir NW Suite A, Elk River, MN 55330, USA
Phone (763) 241-4855
Directions
Moriarty Law
Location 18336 Joplin St NW, Elk River, MN 55330, USA
Phone (763) 221-3967
Directions
Franz Hultgren Evenson, P.A.
4 out of 5
Location 1011 2nd St N #201, St Cloud, MN 56302, USA
Phone (320) 200-1267
Directions
Estate Planning Lawyers in Sherburne County, MN

Where Estate Planners in Sherburne County, MN Serve

Sherburne County, located in the heart of Minnesota, boasts a plethora of landmarks and attractions that are sure to captivate visitors. From the breathtakingly beautiful Sherburne National Wildlife Refuge to the historic Oliver H. Kelley Homestead, there is no shortage of sights to see and experiences to be had. In terms of employment, Sherburne County is home to a diverse range of top employers, including the likes of Elk River Area School District, Spectrum Health Companies, and Xcel Energy. These companies offer a wide range of job opportunities across a variety of industries, making Sherburne County an attractive destination for job seekers. When it comes to transportation, Sherburne County is well-connected to the rest of the state and beyond via a network of major highways and streets, including Interstate 94, U.S. Route 10, and Minnesota State Highway 25. These thoroughfares provide easy access to neighboring cities and towns, as well as to popular tourist destinations throughout the region.

Financial Services Related to Estate Planning in Sherburne County, MN

Banks and Credit Unions

Residents of Sherburne County, MN can benefit from a bank in a number of ways. One of the most common ways is through access to financial products and services that can help them manage their money more effectively. This might include things like checking and savings accounts, credit cards, personal loans, and mortgages. Additionally, a bank can provide residents with financial advice and guidance, helping them to make informed decisions about their money. For example, a bank might be able to help someone in Sherburne County, MN understand the best way to save for retirement or how to build up their credit score. Ultimately, a bank can be a valuable resource for anyone in Sherburne County, MN who wants to take control of their finances and achieve their financial goals.

Insurance Broker

Residents of Sherburne County, MN can benefit greatly from the services of an insurance broker. With the county's growing population and diverse range of industries, an insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their needs. For example, Sherburne County is home to many small businesses that may require specialized insurance coverage, such as liability insurance or workers' compensation. An insurance broker can help these businesses find affordable and comprehensive coverage that meets their unique needs. Additionally, with the county's harsh winters and frequent severe weather events, an insurance broker can help residents find policies that offer protection against damage caused by snow, ice, and wind. Overall, an insurance broker can provide valuable expertise and support to residents of Sherburne County as they seek to protect themselves and their assets.

Retirement Planning

Residents of Sherburne County, MN can benefit greatly from the services of a retirement planner. A retirement planner can help individuals in Sherburne County navigate the complex world of retirement planning and make informed decisions about their financial future. Specifically, Sherburne County has a growing population of retirees who may need assistance in managing their retirement savings, planning for healthcare costs, and maximizing their Social Security benefits. A retirement planner can help residents of Sherburne County create a customized retirement plan that takes into account their unique financial situation and goals, ensuring that they can enjoy a comfortable and secure retirement.

Wealth Management

Residents of Sherburne County, MN could benefit from the services of a wealth manager in a number of ways. For example, a wealth manager could help them develop a personalized financial plan that takes into account their unique goals and circumstances. This might include strategies for saving for retirement, paying for college, or managing debt. Additionally, a wealth manager could provide guidance on investment decisions, helping residents of Sherburne County navigate the complex world of stocks, bonds, and other financial instruments. Given the county's proximity to the Twin Cities and its growing population, many residents may also be interested in estate planning services, which a wealth manager could provide. Ultimately, a wealth manager can help residents of Sherburne County achieve greater financial security and peace of mind, allowing them to focus on the things that matter most to them.

Financial Advisor

Residents of Sherburne County, MN can benefit from the expertise of a financial advisor in a myriad of ways. One of the most common ways is through retirement planning. Sherburne County has a population of over 97,000 people, many of whom are nearing retirement age. A financial advisor can help residents navigate the complex world of retirement planning, including creating a budget, maximizing Social Security benefits, and investing in retirement accounts. Additionally, with the county being home to several major employers such as Elk River Area School District and Xcel Energy, a financial advisor can also assist residents in managing their employee benefits, such as 401(k)s and stock options. Overall, a financial advisor can provide invaluable guidance to Sherburne County residents as they plan for their financial future.

Mortgage Loan Officer

Residents of Sherburne County, MN could benefit from the services of a mortgage loan officer in several ways. Firstly, these professionals can help residents secure a mortgage loan to purchase a home in the county. Sherburne County is known for its affordable housing options, and a mortgage loan officer can help residents navigate the home buying process and find a loan that works for their budget. Additionally, mortgage loan officers can assist residents in refinancing their current mortgages to lower their monthly payments or take advantage of lower interest rates. With the help of a mortgage loan officer, residents of Sherburne County can achieve their homeownership goals and enjoy the many benefits of living in this thriving community.

Tax Services

Residents of Sherburne County, MN can benefit from the expertise of a tax advisor in several ways. One specific example is the potential for tax savings related to the county's high property tax rates. A tax advisor can help residents navigate the complex tax code and identify deductions and credits that may lower their property tax burden. Additionally, with the county's growing population and economy, a tax advisor can provide guidance on how to properly report income from self-employment or small business ventures. Overall, a tax advisor can provide valuable insights and strategies to help residents of Sherburne County, MN maximize their tax savings and minimize their liabilities.

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