Estate Planning Attorneys in Polk County, IA

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List of Firms

Top Polk County, IA Estate Planning Law Firms

Frank Smith Law Offices
4 out of 5
Location 4215 Hubbell Ave, Des Moines, IA 50317, USA
Phone (515) 265-6210
Language https://franksmithlawoffice.com/
Directions
Henrichsen Law Office
5 out of 5
Location 10430 New York Ave suite b, Urbandale, IA 50322, USA
Phone (515) 727-5330
Language https://henrichsenlawoffice.com/
Directions
Law Offices Of Charles W. Hendricks
4 out of 5
Location 1454 30th St Ste 202, West Des Moines, IA 50266, USA
Phone (515) 222-9900
Language http://www.chendrickslaw.com/
Directions
Law Group of Iowa
5 out of 5
Location 5601 Hickman Rd Suite 3B, Des Moines, IA 50310, USA
Phone (515) 556-4692
Language https://lawgroupofiowa.com/
Directions
Matthew Gardner
5 out of 5
Location 2900 100th St Ste. 207, Urbandale, IA 50322, USA
Phone (515) 421-4411
Language http://www.gardnerlawpc.com/
Directions
Pearson Bollman Law
5 out of 5
Location 1415 28th St Suite 160, West Des Moines, IA 50266, USA
Phone (515) 298-8850
Language https://www.pearsonbollmanlaw.com/
Directions
Walker, Billingsley & Bair
5 out of 5
Location 2605 SW White Birch Dr #110, Ankeny, IA 50023, USA
Phone (641) 552-1399
Language https://www.iowainjured.com/?utm_source=GMB&utm_medium=Ankeny
Directions
JDJ Law Firm PLLC
4 out of 5
Location 222 5th Ave #100, Des Moines, IA 50309, USA
Phone (515) 505-7905
Language http://www.jdjlawfirm.com/
Directions
Estate Planning Lawyers in Polk County, IA

Where Estate Planners in Polk County, IA Serve

Polk County, located in central Iowa, boasts a diverse array of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Iowa State Capitol Building to the sprawling Jordan Creek Town Center, Polk County is a hub of activity and innovation. The county is home to major employers such as Principal Financial Group, MercyOne, and Wells Fargo, providing ample job opportunities for residents. Major highways such as I-80 and I-35 intersect in Polk County, making it a prime location for transportation and commerce. The county is also home to bustling streets such as University Avenue and Ingersoll Avenue, lined with restaurants, shops, and entertainment venues. Neighborhoods such as Beaverdale and the East Village offer unique charm and character, while suburbs like West Des Moines and Ankeny provide a more suburban feel. Polk County truly has something for everyone, making it a top destination in Iowa.

Financial Services Related to Estate Planning in Polk County, IA

Banks and Credit Unions

Residents of Polk County, IA can benefit greatly from the services provided by a bank. One of the most common ways that a bank can help is by offering financial education and resources to help individuals and families manage their money effectively. With a median household income of $70,000, Polk County residents have a higher income than the national average, but it's still important to have access to financial advice and planning tools to ensure that their money is being used wisely. Additionally, banks can provide loans and credit to help people purchase homes, start businesses, or pay for unexpected expenses. Overall, a bank can be a valuable resource for residents of Polk County, IA, offering the tools and support needed to achieve financial stability and success.

Insurance Broker

Residents of Polk County, IA can greatly benefit from the services of an insurance broker. With the county being home to a diverse population, an insurance broker can help individuals and families navigate the complex world of insurance and find policies that meet their unique needs. For instance, Polk County is known for its severe weather conditions, including tornadoes and thunderstorms. An insurance broker can help residents find policies that cover damages caused by these natural disasters, ensuring that they are protected in the event of a catastrophic event. Additionally, an insurance broker can help residents find health insurance policies that provide adequate coverage for the many healthcare facilities and services available in Polk County. Overall, an insurance broker can provide valuable guidance and support to Polk County residents as they navigate the often-confusing world of insurance.

Retirement Planning

Residents of Polk County, IA could benefit greatly from the guidance of a retirement planner. With a population of over 490,000, many individuals in the county may not have the knowledge or resources to effectively plan for their retirement. A retirement planner can help residents of Polk County, IA navigate the complexities of retirement planning, such as managing investments, creating a budget, and maximizing Social Security benefits. Additionally, with Polk County being home to the state capital of Des Moines and numerous large employers, a retirement planner can assist individuals in navigating the unique retirement benefits offered by their employer. Overall, a retirement planner can provide invaluable support and guidance to ensure that residents of Polk County, IA are able to achieve their retirement goals.

Wealth Management

Residents of Polk County, IA could benefit from the services of a wealth manager in various ways. With a population of over 490,000 people, Polk County is a thriving community with diverse financial needs. A wealth manager could assist individuals with managing their retirement savings, creating a budget, and planning for their children's education. Additionally, Polk County is home to many small business owners who could benefit from a wealth manager's expertise in financial planning and investment management. With a wealth manager, these business owners could develop strategies to grow their companies, manage cash flow, and plan for succession. Overall, a wealth manager could provide valuable guidance and support to the residents of Polk County, helping them to achieve their financial goals and build a secure future for themselves and their families.

Financial Advisor

Residents of Polk County, IA can benefit greatly from the services of a financial advisor. With a population of over 490,000 people, many individuals in this county may need guidance on how to manage their finances and plan for their future. A financial advisor can assist with creating a budget, setting financial goals, and developing a plan to achieve those goals. Additionally, with the cost of living in Polk County being 2% higher than the national average, a financial advisor can provide advice on how to save money and invest wisely. Whether it's planning for retirement, saving for a child's education, or managing debt, a financial advisor can provide valuable insight and support to residents of Polk County, IA.

Mortgage Loan Officer

Residents of Polk County, IA looking to purchase a home or refinance their current mortgage can benefit greatly from the assistance of a mortgage loan officer. With the median home value in Polk County being $184,000, many residents may require a mortgage loan to afford their dream home. Additionally, the county's population has grown by over 15% in the past decade, leading to a competitive housing market. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including determining their eligibility, finding the best interest rates, and securing the necessary documentation. With the help of a mortgage loan officer, residents of Polk County can achieve their homeownership goals and secure a stable financial future.

Tax Services

Residents of Polk County, IA could benefit greatly from the assistance of a tax advisor in several ways. For instance, with the county being home to many small businesses, a tax advisor could help business owners navigate the complex tax laws and ensure that they are taking advantage of all the available deductions and credits. Additionally, many residents in Polk County work in the healthcare industry, which can come with its own unique tax implications. A tax advisor could help these individuals understand how to properly report their income and expenses, as well as any deductions they may be eligible for. Overall, a tax advisor can provide valuable guidance and support to residents of Polk County, helping them to save money and avoid costly mistakes when it comes to their taxes.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Polk County, IA can provide an array of services to ensure that your assets are distributed according to your wishes after you pass away. They can assist with drafting wills, trusts, and power of attorney documents. Additionally, they can provide guidance on tax planning, minimizing estate taxes, and asset protection. In Polk County, IA, it is important to note that the state has its own estate tax in addition to the federal estate tax. This means that residents of Polk County, IA may need to take extra precautions to ensure that their estate is protected from excessive taxation. An experienced estate planning lawyer can help navigate these complexities and ensure that your loved ones are taken care of after you're gone.

When it comes to estate planning, Polk County, IA is the prime destination for those seeking legal expertise. The county boasts a plethora of experienced estate planning lawyers who are well-versed in the intricacies of the law. With a population of over 490,000 people, Polk County is home to a diverse range of individuals with varying estate planning needs. From simple wills to complex trusts, the lawyers in Polk County have the knowledge and skills necessary to navigate any situation. Furthermore, the county's centralized location in Iowa makes it easily accessible for those living in surrounding areas. With its bustling city of Des Moines and charming small towns, Polk County offers a unique blend of urban and rural living. This diversity is reflected in the county's legal community, which is composed of lawyers from both large and small firms. Whether you're looking for a lawyer with a big-city approach or a more personalized touch, Polk County has it all.