Estate Planning Attorneys in Jordan, MN

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List of Firms

Top Jordan, MN Estate Planning Law Firms

Cheryl Hawkins Tax and Accounting
4 out of 5
Location 315 Broadway St S, Jordan, MN 55352, USA
Phone (952) 222-8272
Language https://chawkins.tax/
Directions
Terwedo James A
5 out of 5
Location 115 Broadway St S # 100, Jordan, MN 55352, USA
Phone (952) 492-2800
Directions
Law Office of Christopher J. Perske, LLC
4 out of 5
Location 212 2nd St E Suite 104, Jordan, MN 55352, USA
Phone (952) 495-0669
Language http://www.perskelaw.com/
Directions
Kiecker Law
5 out of 5
Location 106 N Meridian St, Belle Plaine, MN 56011, USA
Phone (952) 843-8545
Language https://kieckerlaw.com/
Directions
Estate Planning Lawyers in Jordan, MN

Where Estate Planners in Jordan, MN Serve

Jordan, MN is a charming city located in Scott County, Minnesota, with a population of approximately 6,000 residents. The city boasts several landmarks, including the historic St. John the Baptist Catholic Church, which was built in 1866 and is still in use today. Another notable landmark is the Jordan Brewery, which was established in 1860 and operated until 1966. Today, it serves as a museum and event space. The city is home to several top employers, including the Ridgeview Medical Center, which provides healthcare services to the surrounding area. Other major employers include the Jordan School District, which employs teachers and staff members to educate the city's youth, and the Jordan Community Education and Recreation department, which offers a variety of recreational activities and programs for residents. Jordan is conveniently located near several major highways, including Highway 169 and Highway 21, which provide easy access to surrounding cities and attractions.

Financial Services Related to Estate Planning in Jordan, MN

Banks and Credit Unions

Residents of Jordan, MN could be helped by a bank in several ways. One of the most common ways would be through providing access to financial services such as savings accounts, checking accounts, and loans. This would allow residents to manage their money more efficiently and plan for their future financial goals. Additionally, a bank could offer support for small businesses in the community, which would stimulate economic growth and create jobs. For example, if a resident in Jordan, MN wanted to start a small business, they could seek out a bank for a business loan and receive guidance on how to manage their finances. Overall, a bank in Jordan, MN could provide essential financial resources and support to help residents achieve their financial goals and contribute to the local economy.

Insurance Broker

Residents of Jordan, MN can benefit greatly from the services of an insurance broker. An insurance broker can help residents find the right insurance coverage that fits their specific needs and budget. For example, Jordan, MN is located near the Minnesota River, which is prone to flooding. An insurance broker can help residents in this area find the right flood insurance coverage to protect their homes and belongings from potential damage. In addition, an insurance broker can also help residents find affordable health insurance options, which is particularly important in a small town like Jordan, where access to healthcare may be limited. Overall, an insurance broker can provide valuable guidance and support to residents of Jordan, MN in navigating the complex world of insurance.

Retirement Planning

Residents of Jordan, MN 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 tailored to the individual's specific needs and goals. This is especially important for residents of Jordan, MN as the town has a high percentage of retirees, with over 20% of the population over the age of 65. A retirement planner can help these individuals navigate complex retirement options such as Social Security, Medicare, and pensions. Additionally, a retirement planner can help residents of Jordan, MN plan for unexpected expenses such as healthcare costs and long-term care. By working with a retirement planner, residents of Jordan, MN can feel confident that they have a solid plan in place for their retirement years.

Wealth Management

Residents of Jordan, MN could benefit greatly from the expertise of a wealth manager. With a population of just over 6,000, many individuals in Jordan may not have the financial knowledge or resources to effectively manage their wealth. A wealth manager can provide guidance on a variety of financial matters, such as investment strategies, retirement planning, and tax planning. They can also help residents navigate complex financial situations, such as inheritance or estate planning. One specific way a wealth manager could assist residents of Jordan is by helping them plan for the cost of healthcare. With the nearest hospital located in Shakopee, residents may need to travel for medical care, which can be expensive. A wealth manager can help individuals plan for these costs and ensure they have the necessary funds to cover any unexpected medical expenses.

Financial Advisor

Residents of Jordan, MN can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help is by creating a personalized financial plan that takes into account the unique circumstances of each individual. For example, many residents of Jordan, MN are farmers or small business owners, and a financial advisor can help them navigate the complexities of these industries and make sound financial decisions. Additionally, a financial advisor can provide guidance on retirement planning, investment strategies, and debt management, all of which can help residents of Jordan, MN achieve their financial goals and secure their financial future. Overall, a financial advisor can be an invaluable resource for anyone looking to improve their financial health and make informed decisions about their money.

Mortgage Loan Officer

Residents of Jordan, MN can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream home or refinance their existing mortgage to lower their monthly payments. A mortgage loan officer can also provide valuable guidance on the various loan options available and help residents choose the best one for their unique financial situation. In Jordan, MN, where the median home value is $276,000 according to Zillow, a mortgage loan officer can help residents navigate the competitive housing market and secure the best possible interest rates. With their expertise and knowledge of the lending process, a mortgage loan officer can make the home buying or refinancing process much easier and less stressful for residents of Jordan, MN.

Tax Services

Residents of Jordan, MN can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help them navigate the complex tax laws and regulations in the state and the country. They can provide guidance on how to minimize tax liabilities, take advantage of tax credits and deductions, and plan for their financial future. In Jordan, MN, where the economy is largely based on agriculture and small businesses, a tax advisor can also help farmers and entrepreneurs with tax planning, compliance, and filing. With their knowledge and experience, tax advisors can help residents of Jordan, MN make informed decisions about their finances and avoid costly mistakes that could affect their bottom line.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Jordan, MN can provide a wide range of services to help individuals and families protect their assets and plan for the future. From drafting wills and trusts to advising on tax strategies and asset protection, these attorneys are well-versed in the complex legal issues surrounding estate planning. One specific aspect of estate planning in Jordan, MN that these lawyers may focus on is the unique challenges faced by rural communities in the area. With a population of just over 5,000 and a large agricultural sector, many families in Jordan may have assets tied up in farmland or other rural properties. Estate planning lawyers in the area can help these families navigate the complex legal and financial issues surrounding these assets, ensuring that they are properly protected and passed on to future generations.

Jordan, MN is the ideal place to find an estate planning lawyer due to its unique blend of small-town charm and sophisticated legal services. With a population of just over 6,000, Jordan offers a peaceful and picturesque setting that is conducive to clear thinking and sound decision-making. However, don't let its size fool you- Jordan is home to some of the most talented and experienced estate planning lawyers in the state. These legal professionals have a keen understanding of the complexities of estate planning, and they are well-equipped to help clients navigate the often-confusing legal landscape. Whether you are looking to create a will, establish a trust, or plan for long-term care, you can trust that a Jordan-based estate planning lawyer will provide you with the expertise and guidance you need to make informed decisions about your future.