Estate Planning Attorneys in West Bend, WI

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List of Firms

Top West Bend, WI Estate Planning Law Firms

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Vanden Heuvel & Dineen, S.C.
4 out of 5
Location 246 S 5th Ave, West Bend, WI 53095, USA
Phone (262) 338-8874
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O'Meara Law Firm LLC
4 out of 5
Location 120 N Main St #260, West Bend, WI 53095, USA
Phone (262) 334-2331
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Law Office of Sallie L. Rubenzer
5 out of 5
Location 501 Tamarack Dr W, West Bend, WI 53095, USA
Phone (262) 353-9329
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Karp & Iancu, S.C.
5 out of 5
Location 18 E Washington St Suite B, West Bend, WI 53090, USA
Phone (262) 592-5006
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Ivanovic Law
Location 1784 Barton Ave .5, West Bend, WI 53090, USA
Phone (414) 277-9000
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Sippel Law, LLC
5 out of 5
Location 813 Fox Ln D, Waterford, WI 53185, USA
Phone (262) 210-1854
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Elder Law Center Of Wisconsin
5 out of 5
Location 125 N Executive Dr #210, Brookfield, WI 53005, USA
Phone (262) 812-6262
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McAvoy Law Offices LLC
5 out of 5
Location 2727 N Grandview Blvd #207, Waukesha, WI 53188, USA
Phone (262) 261-0834
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O'Meara Law Firm, LLC
5 out of 5
Location 124 E Sumner St #1526, Hartford, WI 53027, USA
Phone (262) 673-7700
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Carroll Law Office
5 out of 5
Location w62n567 Washington Ave, Cedarburg, WI 53012, USA
Phone (262) 375-9800
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Kim & LaVoy, S.C.
5 out of 5
Location 530 Walnut St Suite 3, West Bend, WI 53095, USA
Phone (262) 334-1000
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Action Law Offices West Bend
Location 2395 W Washington St #101, West Bend, WI 53095, USA
Phone (262) 334-2700
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Krause Estate Planning & Elder Law Center
5 out of 5
Location 116 Spring St, Oregon, WI 53575, USA
Phone (608) 640-3439
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Michael L. Laufenberg
Location 2100 Gateway Ct #100, West Bend, WI 53095, USA
Phone (262) 334-1944
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Affeldt Law Offices, S.C.
4 out of 5
Location 8741 W National Ave, Milwaukee, WI 53227, USA
Phone (414) 321-4560
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Daryl W. Laatsch, S.C.
4 out of 5
Location 333 W Paradise Dr, West Bend, WI 53095, USA
Phone (262) 338-1110
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Fitzgerald Law Office
5 out of 5
Location 2005 Stonebridge Cir, West Bend, WI 53095, USA
Phone (262) 334-8015
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Law Office of John A Best
4 out of 5
Location 305 N 7th Ave, West Bend, WI 53095, USA
Phone (262) 335-2605
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Hickmann & Hickmann, S.C.
Location 2125 W Washington St, West Bend, WI 53095, USA
Phone (262) 334-4444
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Davis & Gelshenen LLP
5 out of 5
Location 308 S 7th Ave, West Bend, WI 53095, USA
Phone (262) 334-3100
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Fricker Law | Probate Attorney Milwaukee
5 out of 5
Location 11601 W North Ave, Wauwatosa, WI 53226, USA
Phone (414) 442-9494
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The McLario Firm
4 out of 5
Location N88w16783 Main St, Menomonee Falls, WI 53051, USA
Phone (262) 251-4210
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Wessels & Liebau LLC
4 out of 5
Location 11649 N Port Washington Rd #210, Mequon, WI 53092, USA
Phone (262) 264-7702
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Derr & Villarreal, LLC
5 out of 5
Location 548 S Main St, West Bend, WI 53095, USA
Phone (262) 334-1810
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Schloemer Law Firm, S.C.
5 out of 5
Location 143 S Main St #3, West Bend, WI 53095, USA
Phone (262) 334-3471
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Schloemer Law Firm: Williams Charles H
Location 143 S Main St #3, West Bend, WI 53095, USA
Phone (262) 334-3471
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Behrend Clarence
5 out of 5
Location 1725 E Washington St, West Bend, WI 53095, USA
Phone (262) 338-6600
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Estate Planning Lawyers in West Bend, WI

Where Estate Planners in West Bend, WI Serve

Nestled in the heart of southeastern Wisconsin, West Bend is a vibrant city that boasts a rich history and a thriving economy. From its charming downtown area to its sprawling suburbs, this city is home to a plethora of landmarks, top employers, major highways, and distinct neighborhoods. The city's downtown area is a hub of activity, featuring a variety of shops, restaurants, and entertainment venues. Visitors can take a stroll down Main Street, which is lined with historic buildings and charming boutiques. The city's most iconic landmark is the West Bend Aluminum Company, which has been a fixture in the community for over a century. West Bend is also home to several major employers, including the West Bend School District, the City of West Bend, and the Froedtert & the Medical College of Wisconsin health network. These organizations provide thousands of jobs to residents and contribute significantly to the local economy. In terms of transportation, West Bend is conveniently located near several major highways, including Interstate 41 and U.S.

Financial Services Related to Estate Planning in West Bend, WI

Banks and Credit Unions

Residents of West Bend, WI can benefit from a bank in many ways. One of the most common ways is through financing options for purchasing a home. West Bend is a growing community, and many families are looking to settle down in the area. A bank can provide mortgage loans that help residents achieve their dream of homeownership. Additionally, a bank can offer savings accounts and investment options that help residents plan for their future. With the rising cost of living in West Bend, having a bank to rely on for financial advice and assistance can be crucial for many families. Overall, a bank can provide valuable resources and support to the residents of West Bend, WI.

Insurance Broker

Residents of West Bend, WI can benefit greatly from the services of an insurance broker. With its proximity to the Milwaukee metropolitan area, West Bend is a bustling community with a diverse population. An insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their individual needs. Whether it's finding affordable health insurance, protecting their homes from natural disasters, or ensuring their vehicles are properly insured, an insurance broker can provide guidance and support. With its unique location in the heart of Wisconsin's Kettle Moraine, West Bend residents may also need specialized insurance coverage for outdoor activities such as hunting, fishing, and boating. An insurance broker can help residents find the right coverage for their hobbies and interests, giving them peace of mind and protection against unforeseen events.

Retirement Planning

Residents of West Bend, WI could benefit from the expertise of a retirement planner in a number of ways. One of the most common ways that a retirement planner could help is by providing guidance on how to maximize retirement savings in order to ensure a comfortable retirement. This is particularly important in West Bend, where the cost of living is relatively high compared to other areas in Wisconsin. A retirement planner could also provide advice on how to minimize taxes and other expenses in retirement, as well as how to plan for unexpected expenses such as medical bills or long-term care. Additionally, a retirement planner could help residents of West Bend navigate the complex world of Social Security and Medicare, ensuring that they are able to make the most of these important benefits.

Wealth Management

Residents of West Bend, WI could benefit greatly from the expertise of a wealth manager. With its thriving economy and growing population, many individuals in the area are looking for ways to manage their finances and plan for the future. A wealth manager can provide personalized advice on investments, retirement planning, and estate planning, taking into account the unique circumstances of each client. For example, with its strong manufacturing industry, many residents of West Bend may have significant investments in local companies. A wealth manager can help them navigate the complexities of these investments and ensure they are making informed decisions that align with their long-term goals. Additionally, with the city's proximity to Milwaukee and Chicago, a wealth manager can help clients take advantage of opportunities in these larger markets while still maintaining a focus on their local community.

Financial Advisor

Residents of West Bend, WI can benefit from the guidance of a financial advisor in various ways. One of the most common ways is in developing a personalized financial plan to meet their unique needs and goals. This is particularly important for residents of West Bend, WI, as the city has a diverse economy with a mix of small businesses and large corporations. A financial advisor can help individuals navigate the complexities of managing their finances in this environment, whether it be planning for retirement, saving for a child's education, or managing debt. Additionally, a financial advisor can provide valuable insights into investment strategies that align with the specific needs and risk tolerance of West Bend, WI residents, helping them to make informed decisions that can lead to long-term financial success.

Mortgage Loan Officer

Residents of West Bend, WI can benefit from the expertise of a mortgage loan officer in many ways. One of the most common ways is by helping them navigate the home buying process. With the current housing market in West Bend, WI being highly competitive, it can be challenging for residents to find a home that meets their needs and budget. A mortgage loan officer can provide valuable guidance on the types of loans available, the interest rates, and the terms of the loan. They can also help residents understand the costs associated with buying a home such as closing costs, property taxes, and insurance. Additionally, a mortgage loan officer can assist residents in determining how much they can afford to borrow based on their income and credit score. By working with a mortgage loan officer, residents of West Bend, WI can feel more confident and informed throughout the home buying process.

Tax Services

Residents of West Bend, WI can benefit from the expertise of a tax advisor in many different ways. One of the most common ways is by receiving guidance on how to maximize their tax deductions and credits. This is especially important in West Bend, where property taxes are among the highest in the state. A tax advisor can help residents take advantage of deductions for things like mortgage interest and charitable donations, as well as credits for things like energy-efficient home improvements. Additionally, a tax advisor can help residents navigate complex tax laws and regulations, ensuring that they are in compliance and avoiding costly penalties. Overall, working with a tax advisor can provide valuable peace of mind and financial security for residents of West Bend, WI.

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