Estate Planning Attorneys in Winnebago County, WI

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List of Firms

Top Winnebago County, WI Estate Planning Law Firms

Remley Law, S.C.
4 out of 5
Location Two Neenah Center, 134 E Wisconsin Ave Suite 100, Neenah, WI 54956, USA
Phone (920) 725-2601
Directions
Legacy Law Group, LLC
5 out of 5
Location 5740 W Grande Market Dr D, Appleton, WI 54913, USA
Phone (920) 560-4651
Directions
Hirschberg Law, LLC
3 out of 5
Location 601 Oregon St, Oshkosh, WI 54902, USA
Phone (920) 267-5780
Directions
Goldin & Lennon, LLC
4 out of 5
Location 125 Church Ave, Oshkosh, WI 54901, USA
Phone (920) 235-9000
Directions
Seubert Law LLC
3 out of 5
Location 618 S Green Bay Rd #3, Neenah, WI 54956, USA
Phone (920) 725-3096
Directions
Mac Donald Law Office LLC
5 out of 5
Location 4650 W Spencer St, Appleton, WI 54914, USA
Phone (920) 560-4646
Directions
Schubert Law Office, LLC
Location 4650 W Spencer St, Appleton, WI 54914, USA
Phone (920) 739-9200
Directions
Timothy B. Anderson
Location 219 E Wisconsin Ave, Neenah, WI 54956, USA
Phone (920) 725-2601
Directions
Birtch Grant E
Location 244 E Doty Ave, Neenah, WI 54956, USA
Phone (920) 729-0303
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Krause & Krause Attorneys at Law
Location 51 Park Pl, Appleton, WI 54914, USA
Phone (920) 739-5665
Directions
Brehmer Law LLC
5 out of 5
Location 117 W Wisconsin Ave, Neenah, WI 54956, USA
Phone (920) 502-7100
Directions
Charles E. Williams Law Office, Ltd
5 out of 5
Location 128 State St, Oshkosh, WI 54901, USA
Phone (920) 233-2500
Directions
Estate Planning Lawyers in Winnebago County, WI

Where Estate Planners in Winnebago County, WI Serve

Nestled in the heart of Wisconsin, Winnebago County is a vibrant and bustling community that boasts a rich history and a thriving economy. From its iconic landmarks to its bustling streets and neighborhoods, this county is a hub of activity and excitement. One of the most notable landmarks in Winnebago County is the Oshkosh Public Museum, which features exhibits on local history, art, and culture. Another popular attraction is the EAA AirVenture Museum, which showcases vintage aircraft and hosts the annual AirVenture event. When it comes to employment, Winnebago County is home to a diverse range of top employers, including Oshkosh Corporation, Bemis Company, and Kimberly-Clark. These companies provide jobs in a variety of industries, from manufacturing to healthcare to education. For those traveling through the area, major highways and streets in Winnebago County include Interstate 41, US Highway 45, and State Highway 21.

Financial Services Related to Estate Planning in Winnebago County, WI

Banks and Credit Unions

Residents of Winnebago County, WI could be helped by a bank in a variety of ways. One common way is through access to affordable loans and credit. This is especially important in Winnebago County, which has a higher poverty rate than the state average. A bank can provide loans for things like home repairs, education, or starting a small business, which can help residents improve their financial situation. Additionally, banks in Winnebago County often offer financial education programs and resources to help residents better manage their money and plan for the future. This can be especially helpful for those who may not have had access to financial education in the past. Overall, a bank can provide crucial support for residents of Winnebago County, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Winnebago County, WI can greatly benefit from the services of an insurance broker. With the county being home to a diverse population, an insurance broker can help individuals find the right coverage to fit their unique needs. For example, with the county being home to a large number of outdoor enthusiasts, an insurance broker can help residents find insurance policies that cover recreational activities such as hunting, fishing, and boating. Additionally, with the county being located in an area prone to severe weather events such as tornadoes and thunderstorms, an insurance broker can help residents find policies that provide adequate coverage for potential damages caused by these natural disasters. An insurance broker can also assist residents in finding affordable health insurance options, which is especially important given the rising costs of healthcare in the United States. Overall, an insurance broker can provide invaluable assistance to Winnebago County residents in finding the right insurance policies to protect themselves and their assets.

Retirement Planning

Residents of Winnebago County, WI could benefit greatly from the services of a retirement planner. A retirement planner can help residents of Winnebago County, WI navigate the complex world of retirement planning, including strategies for saving and investing for retirement, creating a retirement income plan, and managing taxes and other financial issues. Additionally, a retirement planner can help residents of Winnebago County, WI take advantage of specific retirement benefits and opportunities available to them, such as the Wisconsin Retirement System. With a retirement planner's help, residents of Winnebago County, WI can feel confident that they are making the most of their retirement savings and are on track to achieve their retirement goals.

Wealth Management

Residents of Winnebago County, WI can benefit from the services of a wealth manager in various ways. One of the most common ways is by creating a personalized financial plan that aligns with their unique goals and objectives. This can include strategies for saving for retirement, planning for college education, and managing debt. Additionally, a wealth manager can help residents of Winnebago County navigate the complex tax laws and investment options, ensuring that they make informed decisions that maximize their wealth. For example, with the recent development of the Foxconn Technology Group in nearby Racine County, a wealth manager can guide residents in Winnebago County on how to invest in related industries or take advantage of potential job opportunities. Overall, a wealth manager can provide valuable guidance and support to help residents of Winnebago County, WI achieve their financial dreams and secure their future.

Financial Advisor

Residents of Winnebago County, WI can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help is by providing guidance on retirement planning. With a large population of aging baby boomers in Winnebago County, WI, many residents may be unsure about how much they need to save for retirement, how to invest their retirement savings, and how to create a sustainable income stream during their retirement years. A financial advisor can help residents navigate these complex issues and develop a personalized retirement plan that meets their unique needs and goals. Additionally, a financial advisor can provide guidance on other financial matters such as budgeting, debt management, and investment strategies, helping residents to achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Winnebago County, WI can benefit greatly from the expertise of a mortgage loan officer. These professionals can help individuals and families navigate the complex process of obtaining a mortgage to purchase a home or refinance an existing loan. In Winnebago County specifically, a mortgage loan officer can provide valuable insight into the local real estate market and help borrowers find the best loan options for their unique financial situation. They can also assist with securing down payment assistance programs that are available in the area and help borrowers understand the various loan programs that may be available to them. Overall, a mortgage loan officer can be an invaluable resource for residents of Winnebago County looking to achieve their homeownership goals.

Tax Services

Residents of Winnebago County, WI can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. This is especially important for residents of Winnebago County, where property taxes are among the highest in the state. A tax advisor can also assist with tax planning, helping residents to make informed decisions about investments, retirement savings, and other financial matters that can affect their tax liability. Additionally, a tax advisor can help residents navigate the complex tax code, ensuring that they are in compliance with all applicable laws and regulations. Overall, working with a tax advisor can provide valuable peace of mind and help residents of Winnebago County to achieve their financial goals.

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