Estate Planning Attorneys in Itasca, IL

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List of Firms

Top Itasca, IL Estate Planning Law Firms

Pavone Law Group, P.C.
5 out of 5
Location 255 E Lake St Suite 301, Bloomingdale, IL 60108, USA
Phone (630) 424-1100
Language https://www.dupageestateplanning.com/
Directions
Law Office of David R. Schlueter
5 out of 5
Location 401 W Irving Park Rd, Itasca, IL 60143, USA
Phone (630) 285-5300
Language http://www.schlueterlawoffice.com/
Directions
Linda Bal & Associates
5 out of 5
Location 207 N Walnut St, Itasca, IL 60143, USA
Phone (630) 285-0255
Language http://dupagecountybankruptcylawyer.com/
Directions
M&A Law Firm, P.C.
5 out of 5
Location 10 N Martingale Rd Suite 400, Schaumburg, IL 60173, USA
Phone (847) 786-8999
Language http://malawillinois.com/
Directions
Estate Planning Lawyers in Itasca, IL

Where Estate Planners in Itasca, IL Serve

Itasca, IL is a bustling suburban town located in DuPage County. It is home to many prominent landmarks, such as the Itasca Country Club, a prestigious golf course that has hosted numerous professional tournaments. Another notable landmark is the Itasca Metra Station, which provides easy access to downtown Chicago. The town is also home to many top employers, including Arthur J. Gallagher & Co., a global insurance brokerage firm, and Knowles Corporation, a leading manufacturer of audio technology. These companies contribute to the town's thriving economy and provide job opportunities for the local community. Itasca is conveniently located near several major highways, including I-290, I-355, and Route 53. This allows for easy access to nearby towns and cities, as well as downtown Chicago. Additionally, the town has many well-maintained streets, such as Irving Park Road and Bloomingdale Road, which make commuting and running errands a breeze.

Financial Services Related to Estate Planning in Itasca, IL

Banks and Credit Unions

Residents of Itasca, IL can benefit from a bank in several ways. One of the most common ways is through personal banking services. Banks can provide residents with checking and savings accounts, credit cards, and loans. In Itasca specifically, a bank can be helpful in providing financing options for small businesses in the area. Itasca is home to several small businesses that could benefit from loans or lines of credit to help them grow and thrive. Additionally, a bank in Itasca could offer financial education and resources to help residents better manage their money and plan for their future. Overall, a bank can be a valuable resource for the residents of Itasca, providing them with the financial tools and knowledge they need to achieve their goals.

Insurance Broker

Residents of Itasca, IL can benefit greatly from the services of an insurance broker. One of the most common ways that an insurance broker can help residents is by providing guidance on choosing the right insurance policies for their needs. For example, Itasca is a small village located in DuPage County, IL, and many residents may need specialized coverage for their homes, businesses, or vehicles due to the area's unique weather patterns or local regulations. An insurance broker can help navigate these complexities and find the best policies at the most affordable rates. Additionally, an insurance broker can provide ongoing support and advocacy for residents in the event of a claim, ensuring that they receive the compensation they deserve.

Retirement Planning

Residents of Itasca, IL could benefit greatly from the expertise of a retirement planner. With a population of just over 8,000 people, many individuals in Itasca are likely approaching retirement age or have already retired. A retirement planner can assist these individuals in creating a comprehensive plan for their retirement, taking into account their unique financial situation and goals. Additionally, a retirement planner can help residents of Itasca navigate the often complex world of retirement benefits and investment options. For example, Itasca is home to a number of large corporations, such as Knowles Corporation and AIT Worldwide Logistics, which may offer retirement benefits that require specialized knowledge to maximize. A retirement planner can help residents of Itasca make informed decisions about their retirement savings and investments, ensuring they are well-prepared for their golden years.

Wealth Management

Residents of Itasca, IL could benefit from the services of a wealth manager in a number of ways. For example, a wealth manager could help them to plan for retirement, save for their children's education, or manage their investments. Additionally, given the high cost of living in the Chicago area, residents of Itasca may be particularly interested in working with a wealth manager to develop a financial plan that takes into account the unique challenges of living in this region. For example, a wealth manager could help them to navigate the complex tax laws in Illinois, or to create a budget that balances the high cost of housing with other important expenses. Ultimately, by working with a wealth manager, residents of Itasca can gain the peace of mind that comes with knowing that their financial future is secure.

Financial Advisor

Residents of Itasca, IL can greatly benefit from the expertise of a financial advisor. With a population of just over 8,000 people, Itasca is a small but thriving community that offers a unique blend of suburban and urban living. A financial advisor can help residents of Itasca navigate the complexities of personal finance, including retirement planning, investment management, and tax planning. They can also provide guidance on how to make the most of local resources, such as the Itasca Public Library and the Itasca Park District, to save money and improve their financial well-being. Whether someone is just starting out in their career or is nearing retirement, a financial advisor can provide valuable insights and advice to help them achieve their financial goals.

Mortgage Loan Officer

Residents of Itasca, IL can benefit from the services of a mortgage loan officer in several ways. First and foremost, a mortgage loan officer can help residents secure financing for their dream home in Itasca. With the town's proximity to Chicago and its excellent schools, many families are drawn to the area. A mortgage loan officer can guide residents through the home-buying process, helping them find the best loan options and interest rates available. Additionally, a mortgage loan officer can assist residents who are looking to refinance their current mortgage, potentially saving them money on their monthly payments. With Itasca's strong sense of community and small-town charm, a mortgage loan officer can help residents achieve their homeownership goals and become an integral part of this wonderful town.

Tax Services

Residents of Itasca, IL can greatly benefit from the expertise of a tax advisor. With the constantly changing tax laws and regulations, it can be difficult for individuals to navigate and understand the tax system. A tax advisor can provide guidance on deductions and credits that may be available to residents of Itasca, IL, such as the property tax credit. Additionally, residents who own small businesses in Itasca, IL can receive assistance from a tax advisor in managing their finances, ensuring compliance with tax laws, and maximizing deductions. With the help of a tax advisor, residents of Itasca, IL can have peace of mind knowing that their taxes are being handled properly and efficiently.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Itasca, IL can provide a range of services to help individuals and families plan for the future. These services may include drafting wills and trusts, creating powers of attorney and healthcare directives, and developing strategies for minimizing taxes and probate costs. In addition, an estate planning lawyer in Itasca, IL can also provide guidance on complex legal issues such as business succession planning and asset protection. With its close proximity to major highways and transportation hubs, Itasca, IL is a prime location for individuals and families who are looking to establish and protect their wealth. As such, an estate planning lawyer in Itasca, IL can help clients navigate the complex legal landscape and ensure that their assets are protected for generations to come.

Itasca, IL is the ultimate destination to get an estate planning lawyer. This small village is a hidden gem in the Chicago metropolitan area, boasting a vibrant community and a plethora of legal professionals. What sets Itasca apart is its proximity to major highways and airports, making it easily accessible for clients from all over the state. The town's rich history and cultural diversity also make it an ideal location for those seeking legal advice on estate planning matters. With a population of just over 8,000, Itasca offers a personalized and tailored approach to legal services, ensuring that clients receive the attention and expertise they deserve. Its tranquil surroundings and picturesque landscapes provide a serene environment for clients to discuss sensitive matters with their lawyers. In short, Itasca's combination of accessibility, diversity, and personalized service make it the best place to get an estate planning lawyer.