Estate Planning Attorneys in Cedarburg, WI

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List of Firms

Top Cedarburg, WI Estate Planning Law Firms

Nennig Law Offices, LLC
5 out of 5
Location 6418 Normandy Ln Ste 225, Madison, WI 53719, USA
Phone (608) 661-4333
Language http://protectingfamilies.net/
Directions
Red Oak Law LLC
4 out of 5
Location 15730 W National Ave, New Berlin, WI 53151, USA
Phone (262) 345-4430
Language https://www.redoaklaw.com/
Directions
McIlnay Button Law LLC
4 out of 5
Location 1971 Washington St Suite 102, Grafton, WI 53024, USA
Phone (262) 421-4166
Language https://www.mcbusinesslaw.com/?npcmp=dir:local:1157706:53024
Directions
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
Language https://remleylaw.com/?npcmp=dir:local:2399078:54956
Directions
McCarty Law LLP
4 out of 5
Location 2401 E Enterprise Ave, Appleton, WI 54913, USA
Phone (920) 882-4070
Language http://mccartylaw.com/
Directions
Schoonenberg Tim
5 out of 5
Location 1650 9th Ave #1, Grafton, WI 53024, USA
Phone (262) 377-0600
Directions
Kitzke and Canfield, LLC
5 out of 5
Location 101 Falls Rd Suite 602, Grafton, WI 53024, USA
Phone (262) 387-0706
Language https://www.kitzkeandcanfield.com/?utm_source=GMB&utm_medium=organic&utm_campaign=Grafton
Directions
Devorkin & Company LLC
Location 11518 N Port Washington Rd, Mequon, WI 53092, USA
Phone (262) 240-0249
Language https://www.devooffices.com/home.htm
Directions
Krause Estate Planning & Elder Law Center
5 out of 5
Location 116 Spring St, Oregon, WI 53575, USA
Phone (608) 640-3439
Language https://www.estateplanningpeople.com/oregon-wi/?utm_source=GMB&utm_medium=organic&utm_campaign=oregon
Directions
Law Office of Jane L. Walker
4 out of 5
Location W309 S4860, Commercial Dr Suite A, North Prairie, WI 53153, USA
Phone (262) 542-4420
Language http://www.janelwalker.com/
Directions
Krause Estate Planning & Elder Law Center
5 out of 5
Location 313 Price Pl Suite 207, Madison, WI 53705, USA
Phone (608) 344-5491
Language https://www.estateplanningpeople.com/madison/?utm_source=GMB&utm_medium=organic&utm_campaign=madison
Directions
Axley Attorneys
4 out of 5
Location 2 E Mifflin St #200, Madison, WI 53703, USA
Phone (608) 257-5661
Language http://www.axley.com/
Directions
Estate Planning Lawyers in Cedarburg, WI

Where Estate Planners in Cedarburg, WI Serve

Nestled in the heart of Ozaukee County, Cedarburg, WI is a charming and historic town that boasts a plethora of landmarks, top employers, major highways, streets, and neighborhoods. From the iconic Cedar Creek Settlement to the Cedarburg Cultural Center, this town is steeped in history and culture. The top employers in the area include companies such as Charter Manufacturing, Kleen Test Products, and Cedarburg School District. Major highways that run through Cedarburg include I-43 and Highway 60, while the town's main streets include Washington Avenue, Hamilton Road, and Bridge Road. Cedarburg is divided into several unique neighborhoods, including the Historic Downtown District, the Cedarburg Highlands, and the Cedarburg Bog. With its rich history, stunning architecture, and vibrant community, Cedarburg is a must-visit destination for anyone looking to experience the best of small-town America.

Financial Services Related to Estate Planning in Cedarburg, WI

Banks and Credit Unions

Residents of Cedarburg, WI can benefit greatly from the services provided by a bank. One of the most common ways a bank can help the community is by offering a range of financial products and services that are tailored to meet the unique needs of the residents. For example, Cedarburg is a small town with a strong sense of community, and many residents own small businesses. A bank can provide business loans, lines of credit, and other financial products that can help these businesses grow and thrive. Additionally, a bank can offer personal loans, mortgages, and other financial products that can help residents achieve their personal goals, such as buying a home or paying for college. Overall, a bank can play a critical role in supporting the financial health and well-being of the Cedarburg community.

Insurance Broker

Residents of Cedarburg, WI can benefit greatly from the services of an insurance broker. With its historic downtown and quaint charm, Cedarburg is a popular destination for tourists and a great place to live. However, like any community, residents face a variety of risks and uncertainties, from severe weather to unexpected accidents. An insurance broker can help residents navigate these risks by providing personalized advice and recommendations for insurance coverage. For example, Cedarburg is known for its many festivals and events, which can be a liability for businesses and organizations. An insurance broker can help ensure that these events are properly insured, protecting both the organizers and attendees. In addition, an insurance broker can help residents find the best coverage for their homes, cars, and other assets, ensuring that they are protected in the event of a loss or accident. Overall, an insurance broker can be a valuable resource for residents of Cedarburg, helping them to protect their families, businesses, and assets.

Retirement Planning

Residents of Cedarburg, WI can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. For example, Cedarburg is a small town with a strong sense of community, and many residents may want to factor in their desire to stay involved in local organizations or volunteer work during their retirement years. A retirement planner can help individuals navigate the complexities of retirement planning, including investment strategies, tax implications, and healthcare costs, to ensure they are able to achieve their desired lifestyle in retirement. With the help of a retirement planner, residents of Cedarburg can feel confident and prepared for their future.

Wealth Management

Residents of Cedarburg, WI can benefit from the services of a wealth manager in a variety of ways. One of the most common ways is by receiving guidance on how to invest their money in a way that aligns with their financial goals. This can include advice on retirement planning, tax-efficient investing, and portfolio diversification. Additionally, a wealth manager can help residents of Cedarburg navigate the unique financial challenges of living in a small town, such as limited job opportunities and a lack of access to certain financial services. With the help of a skilled wealth manager, residents of Cedarburg can feel confident in their financial future and make informed decisions about their money.

Financial Advisor

Residents of Cedarburg, WI could greatly benefit from the services of a financial advisor. With a population of just over 11,000, Cedarburg is a small town with a strong sense of community. Many residents are small business owners or work in industries such as manufacturing and healthcare. A financial advisor could help these individuals with retirement planning, investment strategies, and tax planning. Additionally, Cedarburg is known for its historic downtown area and annual festivals, which could lead to unique financial planning needs such as managing income from seasonal businesses or planning for the costs associated with participating in local events. A financial advisor could also assist with estate planning and ensuring that residents have a solid financial plan in place for their families and loved ones.

Mortgage Loan Officer

Residents of Cedarburg, WI can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist with a variety of tasks, such as helping residents secure financing for a new home purchase, refinancing an existing mortgage, or consolidating debt. One specific way that a mortgage loan officer can assist residents of Cedarburg is by helping them navigate the local real estate market. Cedarburg is a charming small town with a unique mix of historic homes and newer developments. A mortgage loan officer who is familiar with the area can provide valuable insights into the local housing market, including current trends, property values, and the availability of financing options. This can help residents make informed decisions about their home buying or refinancing options and ensure that they get the best possible deal.

Tax Services

Residents of Cedarburg, WI would greatly benefit from the assistance of a tax advisor in a number of ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations that are unique to Wisconsin. For example, Wisconsin has a homestead credit program that provides property tax relief to eligible homeowners, but the eligibility requirements can be confusing. A tax advisor can help residents determine if they qualify for this credit and assist them in filing the necessary paperwork. Additionally, Cedarburg is known for its vibrant small business community, and a tax advisor can provide invaluable guidance to entrepreneurs on how to minimize their tax liabilities and maximize their deductions. Overall, a tax advisor can provide Cedarburg residents with the peace of mind that comes from knowing they are in compliance with all tax laws, while also helping them save money on their taxes.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Cedarburg, WI can provide a myriad of services to help individuals plan for the distribution of their assets and property after they pass away. These services can include drafting wills and trusts, creating powers of attorney, and establishing healthcare directives. One unique aspect of Cedarburg, WI that an estate planning lawyer can take into account is the town's rich historical and architectural heritage. With its well-preserved 19th-century buildings and charming downtown district, Cedarburg provides a unique backdrop for estate planning that takes into account the town's cultural and historical significance. An estate planning lawyer in Cedarburg can help clients create plans that reflect their values and priorities while also taking into account the unique character of their hometown.

Cedarburg, WI is undoubtedly one of the best places to get an estate planning lawyer. The town's rich history, vibrant culture, and strong sense of community make it an ideal location for anyone seeking legal assistance with estate planning. With its picturesque downtown area, Cedarburg offers a unique blend of old-world charm and modern amenities. The town's legal professionals are renowned for their expertise in estate planning, and their commitment to serving their clients is unmatched. Whether you're looking for a lawyer to help you draft a will or create a trust, Cedarburg has a wide range of legal professionals who can help you navigate the complex world of estate planning. So if you're looking for an estate planning lawyer who truly understands your needs, look no further than Cedarburg, WI.