Estate Planning Attorneys in Milwaukee County, WI

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List of Firms

Top Milwaukee County, WI Estate Planning Law Firms

Gimbel, Reilly, Guerin & Brown LLP
4 out of 5
Location 330 E Kilbourn Ave Suite 1170, Milwaukee, WI 53202, USA
Phone (414) 271-1440
Directions
Sanger & Sanger
4 out of 5
Location 8585 W Forest Home Ave, Greenfield, WI 53228, USA
Phone (414) 304-6000
Directions
Eddington Law Office LLC
5 out of 5
Location 250 E Wisconsin Ave #1800, Milwaukee, WI 53202, USA
Phone (414) 347-5639
Directions
Konstantakis Law Office, LLC
5 out of 5
Location 5217 S 51st St, Greenfield, WI 53220, USA
Phone (414) 427-6181
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
Directions
Staats Law Offices
5 out of 5
Location 3565 E Barnard Ave, Cudahy, WI 53110, USA
Phone (414) 744-2900
Directions
Dubin & Balistreri Ltd
4 out of 5
Location 1551 N Prospect Ave, Milwaukee, WI 53202, USA
Phone (414) 277-0600
Directions
Stupar, Schuster & Bartell, S.C.
4 out of 5
Location 633 W Wisconsin Ave #1800, Milwaukee, WI 53203, USA
Phone (414) 271-8833
Directions
Estate Planning Lawyers in Milwaukee County, WI

Where Estate Planners in Milwaukee County, WI Serve

Milwaukee County, located in southeast Wisconsin, is a bustling urban area with a rich history and a diverse population. Its landmarks include the Milwaukee Art Museum, the Harley-Davidson Museum, and the Milwaukee Public Market. The county is home to several top employers, including Aurora Health Care, Johnson Controls, and Northwestern Mutual. Major highways such as I-94 and I-43 run through the county, connecting it to nearby cities and states. The streets of Milwaukee, such as Water Street and Brady Street, are filled with restaurants, shops, and nightlife. Neighborhoods such as Bay View, Riverwest, and the Historic Third Ward offer unique experiences and a sense of community. Milwaukee County is a vibrant and dynamic place to live, work, and explore.

Financial Services Related to Estate Planning in Milwaukee County, WI

Banks and Credit Unions

Residents of Milwaukee County, WI can benefit from a bank in a number of ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. This can help residents manage their finances more effectively and achieve their financial goals. Another way a bank can help is by providing financial education and resources to help residents make informed decisions about their money. In particular, residents of Milwaukee County, WI may benefit from resources that address the unique financial challenges faced by the community, such as the high poverty rate and the need for affordable housing. A bank can also support local businesses and contribute to the economic growth of the county by providing loans and other financial services to entrepreneurs and small business owners. Overall, a bank can play an important role in helping residents of Milwaukee County, WI achieve financial stability and success.

Insurance Broker

Milwaukee County, WI residents can benefit greatly from the services of an insurance broker. With a diverse population and unique needs, an insurance broker can help residents navigate the complex world of insurance and find the right coverage for their specific situation. For example, Milwaukee County has a large population of small business owners who may need help finding affordable health insurance options for themselves and their employees. Additionally, residents who live in areas prone to flooding may require specialized flood insurance coverage. An insurance broker can help residents understand their options and find the best policies to protect themselves and their families. With the help of an insurance broker, Milwaukee County residents can have peace of mind knowing they are properly covered in case of unexpected events.

Retirement Planning

Residents of Milwaukee County, WI can benefit greatly from the services of a retirement planner. With a population of over 945,000 people, Milwaukee County is the most populous county in Wisconsin. Many residents in the county are nearing retirement age and may have questions about how to best prepare for their future. A retirement planner can help residents navigate the complex world of retirement planning, including investing, budgeting, and managing debt. Additionally, Milwaukee County is home to a diverse population with varying financial backgrounds and needs. A skilled retirement planner can help residents of all income levels create a personalized plan to achieve their retirement goals.

Wealth Management

Residents of Milwaukee County, WI can benefit from the services of a wealth manager in many ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique circumstances and goals. A wealth manager can help residents of Milwaukee County navigate the complex financial landscape and make informed decisions about investments, retirement planning, and estate planning. With the high cost of living in Milwaukee County, a wealth manager can also help residents manage their expenses and create a budget that allows them to achieve their financial goals. Additionally, a wealth manager can provide guidance on tax planning and strategies to minimize tax liabilities, which is especially important in a state like Wisconsin where taxes can be high. Overall, working with a wealth manager can provide residents of Milwaukee County with peace of mind and a clear path to achieving their financial objectives.

Financial Advisor

Residents of Milwaukee County, WI can benefit from the expertise of a financial advisor in a variety of ways. With a median household income of $57,118, many individuals and families in the county may struggle to manage their finances effectively. A financial advisor can help them create a budget, manage debt, and plan for retirement. Additionally, Milwaukee County has a high poverty rate of 15.4%, which means that many residents may not have access to financial resources or education. A financial advisor can provide guidance on building credit, saving for emergencies, and investing for the future. With the help of a financial advisor, residents of Milwaukee County can gain the knowledge and tools they need to achieve financial stability and security.

Mortgage Loan Officer

Residents of Milwaukee County, WI can greatly benefit from the assistance of a mortgage loan officer. Specifically, with the county's diverse population, a loan officer can provide guidance and support to individuals and families with unique financial situations. For example, Milwaukee County has a significant population of immigrants and refugees who may face language barriers and unfamiliarity with the American financial system. A mortgage loan officer can help these individuals navigate the process of purchasing a home, explaining the different types of loans available and providing translation services if needed. Additionally, Milwaukee County has experienced economic challenges in recent years, with high rates of poverty and unemployment. A loan officer can work with residents to find affordable and sustainable mortgage options, helping them achieve the dream of homeownership and improve their financial stability.

Tax Services

Residents of Milwaukee County, WI can benefit greatly from the expertise of a tax advisor. With a population of over 945,000 people, Milwaukee County is home to a diverse range of taxpayers, from small business owners to retirees. A tax advisor can help these individuals navigate the complex tax laws and regulations specific to Wisconsin, such as the state's unique tax treatment of retirement income. Additionally, with Milwaukee County's high property tax rates, a tax advisor can assist homeowners in maximizing their deductions and credits to minimize their tax burden. Overall, a tax advisor can provide valuable guidance and support to Milwaukee County residents looking to optimize their financial situation and minimize their tax liability.

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