Estate Planning Attorneys in Mequon, WI

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List of Firms

Top Mequon, WI Estate Planning Law Firms

Levy & Levy SC, Law
5 out of 5
Location N61 W6058, Columbia Rd, Cedarburg, WI 53012, USA
Phone (262) 377-5555
Language http://levyandlevy.com/
Directions
Bogar Law Offices, LLC
5 out of 5
Location W175 N, 11163 Stonewood Dr Suite 112, Germantown, WI 53022, USA
Phone (262) 255-4500
Language https://bogarlawoffices.com/
Directions
O'Leary-Guth Law Office, S.C.
5 out of 5
Location 414 N Main St, Thiensville, WI 53092, USA
Phone (262) 238-6996
Language http://olglawoffice.com/
Directions
Wessels & Liebau LLC
4 out of 5
Location 11649 N Port Washington Rd #210, Mequon, WI 53092, USA
Phone (262) 264-7702
Language https://www.wesselsliebau.com/
Directions
Jerome H Iverson Attorney
5 out of 5
Location 10224 N Port Washington Rd # 1, Mequon, WI 53092, USA
Phone (262) 241-1818
Directions
Mequon Law Offices
Location 1001 W Glen Oaks Ln # 210, Mequon, WI 53092, USA
Phone (262) 241-1616
Language https://www.mequonlaw.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
Van Slett Law, LLC
5 out of 5
Location 13500 W Capitol Dr Ste 201, Brookfield, WI 53005, USA
Phone (262) 888-7878
Language https://www.vanslettlaw.com/
Directions
Herro Law Firm, LLC
5 out of 5
Location 101 Falls Rd #602, Grafton, WI 53024, USA
Phone (262) 377-9500
Language http://www.herrolawfirm.com/
Directions
Law Offices of Isabell M. Mueller
4 out of 5
Location 890 Elm Grove Rd #202, Elm Grove, WI 53122, USA
Phone (414) 430-1722
Language http://www.muellerlawoffices.com/
Directions
Carroll Law Office
5 out of 5
Location w62n567 Washington Ave, Cedarburg, WI 53012, USA
Phone (262) 375-9800
Language http://www.carroll-law.com/
Directions
Estate Planning Lawyers in Mequon, WI

Where Estate Planners in Mequon, WI Serve

Mequon, WI is a vibrant city located in Ozaukee County, Wisconsin, that boasts a rich history, charming neighborhoods, and a thriving economy. This city is home to several landmarks, including the Mequon Nature Preserve, a 438-acre nature reserve that offers hiking trails, bird watching, and educational programs for visitors of all ages. In addition, the city is home to the Ozaukee Interurban Trail, a 30-mile bike path that runs through the heart of the city and offers stunning views of the surrounding countryside. Mequon is also known for its strong business community, with top employers including Concordia University, the Mequon-Thiensville School District, and the Mequon Public Market. These companies provide jobs for thousands of residents and contribute to the city's overall economic growth.

Financial Services Related to Estate Planning in Mequon, WI

Banks and Credit Unions

Residents of Mequon, WI can benefit from a bank in several ways. One of the most common ways is by accessing financial services such as savings accounts, checking accounts, and loans. These services can help residents manage their finances, save money, and achieve their financial goals. In addition, a bank can provide residents with access to ATMs, online and mobile banking, and other convenient services that make it easy to access their money and manage their accounts. For example, a resident of Mequon may need to withdraw cash from an ATM while running errands or pay bills online using their bank's mobile app. Overall, a bank can provide valuable financial support to residents of Mequon, helping them to achieve their financial goals and manage their money more effectively.

Insurance Broker

Residents of Mequon, WI can benefit greatly from the services of an insurance broker. With the city's location on the shores of Lake Michigan, residents may be at risk for flooding and water damage, making it important to have adequate flood insurance. An insurance broker can help residents find the best coverage for their specific needs and ensure that they are protected in the event of a flood. Additionally, with Mequon being a suburb of Milwaukee, residents may have unique insurance needs related to their homes, vehicles, and businesses. An insurance broker can help navigate the complex insurance market and find the best policies to fit their clients' needs and budget. Overall, working with an insurance broker can provide peace of mind and protection for residents of Mequon, WI.

Retirement Planning

Residents of Mequon, WI can greatly benefit from the guidance of a retirement planner. With its high median income and large population of retirees, Mequon presents unique challenges and opportunities for those planning for retirement. A retirement planner can help residents navigate the complex world of retirement savings plans, such as 401(k)s and IRAs, and ensure they are maximizing their savings potential. Additionally, a planner can help residents create a comprehensive retirement plan that takes into account their unique financial situation and goals. For example, a planner may advise residents on how to utilize their home equity to supplement their retirement income, given that Mequon has a relatively high median home value compared to other cities in Wisconsin. Overall, a retirement planner can provide valuable expertise and peace of mind to residents of Mequon as they prepare for their golden years.

Wealth Management

Residents of Mequon, WI can benefit greatly from the services of a wealth manager. With its affluent population and high median income, Mequon is home to many individuals and families who could use the guidance of a financial professional to help them manage their wealth and plan for their future. A wealth manager can provide personalized advice on investment strategies, tax planning, estate planning, and retirement planning, among other areas. Specifically, given that Mequon is located in Wisconsin, a wealth manager could help residents navigate the state's unique tax laws, such as the tax implications of owning property in multiple states. Additionally, a wealth manager can help residents take advantage of the many opportunities for philanthropic giving in the area, such as supporting local charities and nonprofits. Overall, a wealth manager can be an invaluable resource for residents of Mequon who are looking to grow and protect their wealth.

Financial Advisor

Residents of Mequon, WI can benefit greatly from the advice and guidance of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique circumstances of the individual or family. Mequon is a city with a relatively high cost of living compared to other areas in Wisconsin, so a financial advisor can help residents navigate the challenges of saving for retirement, paying for college, and managing debt while also covering the costs of daily living. Additionally, Mequon is home to many small business owners and entrepreneurs, and a financial advisor can provide valuable guidance on managing finances and investments related to running a successful business. Overall, a financial advisor can help residents of Mequon achieve their financial goals and provide peace of mind for the future.

Mortgage Loan Officer

Residents of Mequon, WI would be helped by a mortgage loan officer in a variety of ways. Firstly, they could assist residents in finding the best mortgage rates and terms that fit their unique financial situation. Additionally, they could help residents navigate the complex process of obtaining a mortgage, including filling out paperwork and understanding the various fees and costs associated with the process. A mortgage loan officer could also provide guidance on the various types of mortgages available, such as fixed-rate or adjustable-rate mortgages. Specifically in Mequon, WI, a mortgage loan officer could help residents take advantage of the city's strong housing market, which has seen steady growth in recent years. With the help of a knowledgeable mortgage loan officer, residents of Mequon can feel confident in their ability to secure a mortgage and purchase their dream home.

Tax Services

Residents of Mequon, WI would benefit greatly from the expertise of a tax advisor. Mequon is a city with a high median household income, which means that residents may have more complex tax situations and could benefit from a professional's guidance. A tax advisor could help Mequon residents navigate the intricacies of tax laws and identify deductions and credits that they may be eligible for. Additionally, Mequon is home to many small business owners who could benefit from a tax advisor's assistance with tax planning and compliance. Overall, a tax advisor could provide invaluable support to Mequon residents in maximizing their tax savings and minimizing their tax liabilities.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Mequon, WI can provide a wide range of services to ensure that your assets are distributed according to your wishes after your death. They can assist with drafting wills, trusts, and other legal documents that outline your wishes for your estate. Additionally, they can help you navigate complex tax laws and strategies to minimize tax liabilities for your heirs. Mequon, WI is a unique location with a rich history and strong sense of community. As such, estate planning lawyers in Mequon are well-versed in local laws and regulations that may impact your estate plan. They can also provide guidance on charitable giving and other philanthropic endeavors that can benefit the Mequon community for years to come. With their bursty and complex approach to estate planning, these lawyers can ensure that your assets are protected and your legacy is preserved for generations to come.

Located in Ozaukee County, Wisconsin, Mequon is a thriving city that boasts of its serene and picturesque landscapes. With its rich history and vibrant community, Mequon has become a popular destination for individuals seeking legal services, particularly estate planning. The city is home to some of the most experienced and knowledgeable estate planning lawyers in the region, who are well-versed in the intricacies of state and federal laws governing estate planning. These lawyers offer a wide range of services, including wills, trusts, powers of attorney, and more, to help clients protect their assets and ensure their loved ones are taken care of after they pass away. What sets Mequon apart from other cities is its commitment to providing personalized and comprehensive legal services to clients. The city's estate planning lawyers take the time to understand each client's unique needs and goals, and tailor their services to meet those needs.