Estate Planning Attorneys in Wauwatosa, WI

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List of Firms

Top Wauwatosa, WI Estate Planning Law Firms

Law Offices of F. Brian McElligott
Location 2281 N Swan Blvd, Wauwatosa, WI 53226, USA
Phone (414) 443-0420
Language http://mcelligottlaw.com/
Directions
Schmidlkofer, Toth, Loeb & Drosen, LLC
4 out of 5
Location 949 Glenview Ave, Wauwatosa, WI 53213, USA
Phone (414) 250-8548
Language https://www.lawintosa.com/?npcmp=dir:local:1496869:53213
Directions
Collins Law Firm, LLC | Estate Planning Attorney Milwaukee
5 out of 5
Location 11616 W North Ave Suite A, Wauwatosa, WI 53226, USA
Phone (414) 348-5995
Language http://www.giffcollinslaw.com/?utm_source=GMBlisting&utm_medium=organic
Directions
Fricker Law | Probate Attorney Milwaukee
5 out of 5
Location 11601 W North Ave, Wauwatosa, WI 53226, USA
Phone (414) 442-9494
Language https://frickerlaw.com/
Directions
Estate Planning Lawyers in Wauwatosa, WI

Where Estate Planners in Wauwatosa, WI Serve

Wauwatosa, WI is a vibrant city located in Milwaukee County, known for its rich history and diverse community. The city is home to several notable landmarks, including the historic Milwaukee County Zoo, the iconic Milwaukee County Stadium, and the beautiful Hart Park. Wauwatosa is also home to a number of top employers, including GE Healthcare, Children's Hospital of Wisconsin, and Briggs & Stratton. The city is easily accessible via major highways such as I-94 and I-41, as well as several major streets including North Avenue, Bluemound Road, and Mayfair Road. Wauwatosa is comprised of several unique neighborhoods, including the charming Village of Wauwatosa, the bustling Mayfair Mall area, and the picturesque Tosa Village. With its rich history, vibrant community, and convenient location, Wauwatosa is truly a hidden gem in the heart of Wisconsin.

Financial Services Related to Estate Planning in Wauwatosa, WI

Banks and Credit Unions

Residents of Wauwatosa, WI would be helped by a bank in a number of ways. One of the most common ways is through the provision of various financial services such as checking and savings accounts, loans, and investment options. Additionally, banks can provide assistance with financial planning, helping residents to budget and save for their future goals. For example, with the high cost of living in Wauwatosa, a bank can help residents to navigate the local housing market and secure a mortgage that fits their budget. Furthermore, banks can offer resources and guidance for small business owners looking to start or expand their businesses in the area. Overall, a bank can be a valuable resource for residents of Wauwatosa, providing them with the tools and support they need to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Wauwatosa, WI 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 coverage options for each individual's unique needs. This is especially important in Wauwatosa, where severe weather conditions such as heavy snowfall can cause damage to homes and property. An insurance broker can help residents find the right coverage for their homes and vehicles, ensuring that they are protected in the event of a natural disaster or accident. Additionally, an insurance broker can help residents navigate the complex world of healthcare insurance, finding the best policies and providers for their specific needs. Overall, an insurance broker can provide invaluable assistance to residents of Wauwatosa, helping them to protect their homes, property, and health.

Retirement Planning

Residents of Wauwatosa, WI can greatly benefit from the services of a retirement planner. With an aging population and a median age of 40 years old, many residents are approaching retirement age and need help navigating the complex world of retirement planning. A retirement planner can assist with creating a personalized plan that takes into account factors such as healthcare costs, social security benefits, and tax implications. In Wauwatosa specifically, a retirement planner can also help residents take advantage of the city's many parks and recreational activities in retirement, such as the beautiful Hart Park and the Tosa Pool at Hoyt Park. By working with a retirement planner, residents can feel confident that they are making informed decisions and setting themselves up for a comfortable and fulfilling retirement.

Wealth Management

Residents of Wauwatosa, WI could greatly benefit from the expertise of a wealth manager in several ways. Firstly, with the city's median household income being higher than the national average, many residents may need assistance in managing their wealth and investments. A wealth manager can provide guidance on creating a financial plan, investment strategies, and managing risk. Additionally, Wauwatosa's proximity to Milwaukee and its growing economy presents unique opportunities for residents to invest in local businesses and real estate. A wealth manager can help navigate these opportunities and ensure that investments align with the client's goals and values. Overall, a wealth manager can provide valuable financial guidance to residents of Wauwatosa, helping them to achieve their long-term financial objectives and secure their financial future.

Financial Advisor

Residents of Wauwatosa, WI would greatly benefit from the services of a financial advisor. With its mix of urban and suburban living, Wauwatosa presents unique financial challenges to its residents. A financial advisor can help them navigate these challenges by providing personalized advice on budgeting, saving, investing, and retirement planning. They can also help residents make informed decisions on big-ticket purchases like homes and cars. Additionally, Wauwatosa is home to a diverse population, including many small business owners. A financial advisor can provide valuable guidance to these entrepreneurs on managing cash flow, securing financing, and planning for growth. Overall, a financial advisor can help residents of Wauwatosa achieve their financial goals and live a more secure and prosperous life.

Mortgage Loan Officer

Residents of Wauwatosa, WI can benefit from the services of a mortgage loan officer in a number of ways. First and foremost, a loan officer can help residents secure financing for a home purchase, which can be a daunting task for many people. Additionally, a loan officer can help residents refinance their existing mortgages, potentially lowering their monthly payments and saving them money in the long run. In Wauwatosa specifically, a loan officer can also help residents navigate the local real estate market, which can be competitive and challenging to navigate. With their expertise and knowledge of the area, a loan officer can help residents find the right home at the right price.

Tax Services

Residents of Wauwatosa, WI can benefit from the expertise of a tax advisor in a variety of ways. One common issue that a tax advisor can help with is navigating the local tax laws and regulations specific to Wauwatosa. For example, residents may need assistance with understanding the property tax rates in the city or how to properly report income from a side business. Additionally, a tax advisor can provide guidance on tax planning strategies to help residents minimize their tax liability and maximize their deductions. With the help of a tax advisor, residents of Wauwatosa can feel confident that they are complying with all tax laws and making the most of their financial situation.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Wauwatosa, WI can provide a range of services to help individuals plan for their future and protect their assets. These services may include drafting wills and trusts, creating powers of attorney, and establishing healthcare directives. Additionally, a Wauwatosa estate planning lawyer can assist with estate administration and probate proceedings, ensuring that assets are distributed according to the wishes of the deceased. With its vibrant community and historic architecture, Wauwatosa offers a unique backdrop for estate planning services. From the charming shops and restaurants along North Avenue to the tranquil beauty of Hart Park, Wauwatosa provides a welcoming environment for individuals looking to plan for their future and protect their legacy.

Wauwatosa, WI is the ideal place to get an estate planning lawyer due to its highly skilled and experienced legal professionals. The city boasts a rich history of legal excellence, with many top-ranked law firms and attorneys located within its borders. Moreover, Wauwatosa's close proximity to Milwaukee provides access to a wide range of legal resources and expertise, making it an ideal location for those seeking comprehensive estate planning services. Additionally, the community's strong emphasis on education and civic engagement ensures that its legal professionals are well-informed and up-to-date on the latest legal developments, ensuring that clients receive the highest quality of service and advice. Overall, Wauwatosa's combination of legal expertise, resources, and community engagement make it the premier destination for estate planning in the Midwest.