Estate Planning Attorneys in Wayzata, MN

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List of Firms

Top Wayzata, MN Estate Planning Law Firms

Waldron Law Offices, Ltd.
4 out of 5
Location 1951 Concordia St, Wayzata, MN 55391, USA
Phone (952) 471-0940
Robert Hill Law
Location 1161 Wayzata Blvd Suite 399, Wayzata, MN 55391, USA
Phone (952) 426-7373
Minnesota Landlord Law, PLLC
2 out of 5
Location 1000 Twelve Oaks Center Dr STE 100, Wayzata, MN 55391, USA
Robinson Duffy
5 out of 5
Location 8401 Wayzata Blvd Suite 300, Minneapolis, MN 55426, USA
Phone (952) 525-2252
Colyer Law Office PA
5 out of 5
Location 641 Lake St E # 229, Wayzata, MN 55391, USA
Phone (952) 476-8164
Hance Law Firm, Ltd
5 out of 5
Location 155 Lake St E, Wayzata, MN 55391, USA
Phone (952) 236-1453
Stone Arch Law Office, PLLC
5 out of 5
Location 6009 Penn Ave S, Minneapolis, MN 55419, USA
Phone (612) 441-4023
Guttman Law, PLLC
5 out of 5
Location 6600 France Ave S Suite 210, Edina, MN 55435, USA
Phone (612) 324-4055
Estate Planning Lawyers in Wayzata, MN

Where Estate Planners in Wayzata, MN Serve

Wayzata, MN is a bustling city located in Hennepin County, Minnesota. This city is known for its picturesque lakes, upscale neighborhoods, and top-notch businesses. Some of the most notable landmarks in Wayzata include the Wayzata Bay Center, the Wayzata Depot, and the Wayzata Yacht Club. When it comes to top employers, Wayzata is home to some of the most successful companies in the region. These include Cargill, TCF Financial Corporation, and the Wayzata Public Schools. Navigating Wayzata is made easy thanks to the city's major highways and streets. Some of the most frequently used roads include Highway 12, County Road 101, and Wayzata Boulevard. Finally, Wayzata is comprised of several unique neighborhoods that each offer their own charm and appeal. Some of the most popular neighborhoods include Downtown Wayzata, Wayzata Beach, and the Wayzata Hills.

Financial Services Related to Estate Planning in Wayzata, MN

Banks and Credit Unions

Residents of Wayzata, MN can benefit from a bank in many ways. For one, banks can provide convenient access to cash and other financial services. This is especially important for residents of Wayzata, which is a small town with limited options for financial services. Additionally, banks can help residents manage their finances by offering tools like budgeting software, investment advice, and financial planning services. For example, a resident of Wayzata might use a bank to help them save for a down payment on a home or to plan for retirement. Finally, banks can provide loans and other financial assistance to residents who need it. This can be especially helpful for small business owners and entrepreneurs who are looking to start or expand their businesses in Wayzata. Overall, a bank can be a valuable resource for residents of Wayzata, providing them with the financial tools and services they need to succeed.

Insurance Broker

Residents of Wayzata, MN can benefit greatly from the services of an insurance broker. With the town's proximity to Lake Minnetonka, many homeowners may need additional coverage for water damage or boat insurance. Additionally, the harsh winters in Minnesota can lead to increased risks for property damage and accidents on icy roads. An insurance broker can help residents find the right policies to protect their homes, vehicles, and personal property. They can also assist with finding health insurance plans that fit individual needs and budgets. Overall, an insurance broker can provide peace of mind and financial security for residents of Wayzata, MN.

Retirement Planning

Residents of Wayzata, MN can benefit greatly from the services of a retirement planner. Wayzata is a beautiful city located on the shores of Lake Minnetonka, known for its natural beauty, vibrant community, and high standard of living. A retirement planner can help residents of Wayzata plan for their future by providing personalized advice on how to save for retirement, invest wisely, and maximize their income in retirement. This is especially important in Wayzata, where the cost of living is relatively high, and many residents have high expectations for their retirement lifestyle. A retirement planner can help residents of Wayzata navigate the complex world of retirement planning, and ensure that they are well-prepared for a comfortable and secure retirement.

Wealth Management

Residents of Wayzata, MN could benefit from a wealth manager in a number of ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique goals and circumstances. This could include strategies for retirement planning, tax minimization, and investment management. Additionally, a wealth manager could provide guidance on estate planning, wealth transfer, and charitable giving. For residents of Wayzata, a wealth manager could help navigate the unique challenges of living in a high-income area with a high cost of living. They could also help residents take advantage of the many opportunities for outdoor recreation and cultural events in the area, while still achieving their financial goals. Ultimately, a wealth manager can help residents of Wayzata achieve financial security and peace of mind.

Financial Advisor

Residents of Wayzata, MN can benefit greatly from the expertise of a financial advisor. Wayzata is a city that offers a high quality of life, but with that comes a higher cost of living. A financial advisor can help residents navigate their financial goals and plan for their future. They can provide guidance on investment strategies, retirement planning, and tax planning. Additionally, with Wayzata being a city that is home to many successful businesses and entrepreneurs, a financial advisor can assist with business planning and financial management. Overall, a financial advisor can help residents of Wayzata achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Wayzata, MN can benefit greatly from the expertise of a mortgage loan officer. With a population of just over 4,000 people, Wayzata is a small, tight-knit community that values personalized service and attention to detail. A mortgage loan officer can help residents navigate the complex process of securing a home loan, whether they are first-time homebuyers or seasoned homeowners looking to refinance. They can also provide valuable insights into the local real estate market, helping residents make informed decisions about buying or selling property in Wayzata. With their knowledge and experience, a mortgage loan officer can be a valuable ally for anyone looking to achieve their homeownership goals in this charming Minnesota town.

Tax Services

Residents of Wayzata, MN can benefit greatly from the expertise of a tax advisor. With its affluent population and thriving business community, Wayzata is known for its high property values and complex tax laws. A tax advisor can help residents navigate these laws and ensure they are taking advantage of all available deductions and credits. Additionally, with the recent changes to the tax code, a tax advisor can help residents understand how these changes impact their specific financial situation. Whether it's preparing tax returns, creating tax-efficient investment strategies, or providing guidance on estate planning, a tax advisor can provide valuable assistance to Wayzata residents looking to maximize their financial well-being.


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