Estate Planning Attorneys in Swansea, IL

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List of Firms

Top Swansea, IL Estate Planning Law Firms

Norsigian Law Office
5 out of 5
Location 220 E State St Suite 2C, O'Fallon, IL 62269, USA
Phone (618) 628-8500
Language https://norsigianlaw.com/
Directions
Richards Timothy S
Location 5 Park Pl, Swansea, IL 62226, USA
Phone (618) 277-0900
Directions
Estate Planning Lawyers in Swansea, IL

Where Estate Planners in Swansea, IL Serve

Swansea, IL is a charming town located in St. Clair County, Illinois. This quaint town boasts a variety of landmarks that make it a must-see destination for tourists and locals alike. One such landmark is the Swansea Historical Society Museum, which showcases the town's rich history and heritage. Another popular attraction is the Swansea Park, which offers a wide range of recreational activities for visitors of all ages. Swansea is home to many top employers, including the St. Elizabeth's Hospital, which is one of the largest healthcare providers in the area. Other major employers include the Swansea School District, the Swansea Fire Department, and the Swansea Police Department. The town is conveniently located near several major highways and streets, including Interstate 64, which provides easy access to nearby cities such as St. Louis and Belleville. Other major roads in the area include Route 159 and Route 161. Swansea is divided into several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Swansea, IL

Banks and Credit Unions

Residents of Swansea, IL can benefit from a bank in numerous ways. One of the most common ways is by providing access to financial services such as checking and savings accounts, loans, and credit cards. Banks in Swansea, IL can also offer financial advice and guidance to help residents make informed decisions about their money. Additionally, banks can assist with setting up automatic bill payments, making it easier for residents to stay on top of their bills and avoid late fees. In a town like Swansea, IL where the cost of living is relatively high, having a bank that offers competitive interest rates and low fees can make a significant difference in the financial well-being of its residents.

Insurance Broker

Residents of Swansea, IL can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best insurance policies for individuals and families based on their unique needs and budget. In Swansea, IL, where severe weather conditions such as tornadoes and floods are common, an insurance broker can help residents find comprehensive home insurance policies that cover damages caused by these natural disasters. Additionally, an insurance broker can assist residents in finding affordable health insurance plans that provide adequate coverage for their medical needs. With the help of an insurance broker, residents of Swansea, IL can rest assured that they are protected against unexpected events and have the coverage they need to live their lives with peace of mind.

Retirement Planning

Residents of Swansea, IL can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on retirement savings and investment strategies. This is particularly important in Swansea, as the town has a high number of retirees and a relatively low median income. A retirement planner can help residents navigate the complex world of retirement planning, including choosing the right investment vehicles, managing risk, and maximizing Social Security benefits. Additionally, a retirement planner can help residents create a personalized retirement plan that takes into account their unique financial situation, goals, and lifestyle. This can provide peace of mind and help ensure a comfortable retirement for Swansea residents.

Wealth Management

Residents of Swansea, IL can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by creating a comprehensive financial plan that takes into account the unique needs and goals of each individual. This can include retirement planning, investment management, and estate planning. In Swansea, IL, where many residents work in nearby St. Louis, a wealth manager can also provide guidance on tax-efficient strategies for managing income from multiple states. Additionally, with the recent growth in the local housing market, a wealth manager can help residents navigate the complexities of buying or selling property and ensure that their real estate investments are aligned with their overall financial goals.

Financial Advisor

Residents of Swansea, IL can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized budget that takes into account the unique financial circumstances of each individual or family. This can help residents of Swansea, IL to better manage their finances, save for the future, and achieve their financial goals. Additionally, a financial advisor can provide guidance on investment strategies, retirement planning, and debt management. Given that Swansea, IL is a small town with a population of just over 13,000, many residents may not have access to the same financial resources as those in larger cities. A financial advisor can provide valuable expertise and support to help residents of Swansea, IL make informed financial decisions and secure their financial future.

Mortgage Loan Officer

Residents of Swansea, IL can greatly benefit from the services of a mortgage loan officer. These professionals can assist individuals in navigating the complicated process of obtaining a mortgage, whether it be for a new home or a refinancing of an existing loan. In a town like Swansea, where the median home value is around $150,000, a mortgage loan officer can help residents find the best loan options to fit their budget and financial goals. Additionally, with the recent economic uncertainty caused by the COVID-19 pandemic, a mortgage loan officer can provide valuable guidance on how to navigate the current market and find the best rates available. Overall, a mortgage loan officer can be an invaluable resource for residents of Swansea looking to achieve their dream of homeownership.

Tax Services

Residents of Swansea, IL could benefit from the assistance of a tax advisor in several ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws and regulations that apply to their specific situation. For instance, residents who own property in Swansea may need help understanding the local property tax laws and how to take advantage of any available exemptions or credits. Additionally, a tax advisor can help residents optimize their tax returns, minimize their tax liability, and avoid costly mistakes that could result in penalties or audits. Overall, working with a tax advisor can provide residents with peace of mind and help them make informed decisions about their finances.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Swansea, IL can provide a comprehensive range of services to ensure that your assets are distributed according to your wishes. From drafting wills and trusts to creating powers of attorney and healthcare directives, an estate planning lawyer can help you navigate the complex legal landscape of estate planning. In Swansea, IL, these lawyers are well-versed in the state's unique laws and regulations, including those related to inheritance taxes and probate proceedings. They can also assist with business succession planning and charitable giving strategies, ensuring that your legacy is preserved for future generations. With their burstiness and complexity, estate planning lawyers in Swansea, IL can provide the peace of mind you need to know that your affairs are in order.

Swansea, IL is the perfect place to get an estate planning lawyer due to its exceptional legal services and highly skilled attorneys. The town is located in St. Clair County, Illinois, and is known for its robust legal community. With a population of just over 13,000, Swansea is a small town with a big legal presence. The attorneys in Swansea have a wealth of experience in estate planning and are well-versed in the intricacies of Illinois state law. They have a deep understanding of the importance of estate planning and the need to protect one's assets and loved ones. With its close-knit community and strong legal foundation, Swansea is the ideal place to find an estate planning lawyer who can provide personalized and expert legal advice.