Estate Planning Attorneys in Shawano, WI

We did the hard work of finding trustworthy partners in Shawano, WI. Fill out the form to get connected.

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Shawano, WI Estate Planning Law Firms

Winter Law Office
2 out of 5
Location 111 N Main St, Shawano, WI 54166, USA
Phone (715) 526-2022
Directions
Vomastic Law Office
5 out of 5
Location 1488 E Green Bay St #4, Shawano, WI 54166, USA
Phone (715) 851-3669
Directions
Aschenbrener Woods Lamia
3 out of 5
Location 208 W Green Bay St, Shawano, WI 54166, USA
Phone (715) 526-3191
Directions
Lewis & Van Sickle, LLC
5 out of 5
Location 2149 Velp Ave Ste 206, Green Bay, WI 54303, USA
Phone (920) 434-9977
Directions
Estate Planning Lawyers in Shawano, WI

Where Estate Planners in Shawano, WI Serve

Nestled in the heart of Wisconsin, Shawano is a vibrant city that boasts a rich history and a plethora of landmarks that captivate the imagination. From the majestic Shawano Lake to the iconic Shawano County Courthouse, this city is a true gem that never fails to amaze. Home to a diverse array of top employers, including Menards, Walmart, and the Shawano School District, this city offers ample opportunities for career growth and personal development. Whether you're looking to work in education, retail, or manufacturing, Shawano has something for everyone. When it comes to major highways and streets, Shawano is well-connected to the rest of the state and beyond. With easy access to Highways 29, 47, and 55, as well as State Route 22, this city is a hub of activity that never sleeps. As for neighborhoods, Shawano has a variety of communities that cater to different lifestyles and preferences.

Financial Services Related to Estate Planning in Shawano, WI

Banks and Credit Unions

Residents of Shawano, WI would benefit from a bank in a variety 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 is especially important in Shawano, which is a small town with limited options for financial services. Additionally, a bank can provide education and resources to help residents make informed financial decisions and plan for the future. For example, a bank in Shawano could offer workshops on budgeting or retirement planning. Overall, a bank can be a valuable resource for residents of Shawano, helping them to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Shawano, WI can benefit from the services of an insurance broker in a variety of ways. One specific advantage is that an insurance broker can help residents navigate the unique risks associated with living in a rural area. For example, Shawano residents may be more susceptible to damage from severe weather events like tornadoes and flooding. An insurance broker can help residents identify the right coverage options to protect their homes and property from these types of risks. Additionally, an insurance broker can help residents find affordable health insurance options, which can be especially important for those who live in areas with limited access to healthcare providers. Overall, an insurance broker can provide valuable guidance and support to Shawano residents as they navigate the complex world of insurance.

Retirement Planning

Residents of Shawano, WI could greatly benefit from the expertise of a retirement planner. One of the most common ways a retirement planner could help Shawano residents is by assisting them in creating a comprehensive retirement plan. With Shawano being a small town, many residents may not have access to the same resources as those in larger cities. A retirement planner can provide guidance on how to maximize retirement savings, create a budget, and plan for unexpected expenses. Additionally, a retirement planner can help Shawano residents navigate the complex world of retirement benefits and Social Security, ensuring they receive the maximum benefits they are entitled to. With the help of a retirement planner, Shawano residents can have peace of mind knowing they are on track to achieving their retirement goals.

Wealth Management

Residents of Shawano, WI can benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. With a large population of seniors in the area, a wealth manager can help residents navigate the complexities of retirement planning and ensure they have enough savings to support their lifestyle. Additionally, a wealth manager can assist with estate planning, which is especially important for those who own property or businesses in Shawano. By working with a wealth manager, residents can feel confident that their assets and investments are being managed effectively and efficiently, allowing them to focus on enjoying their retirement years.

Financial Advisor

Residents of Shawano, WI could benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized plan for retirement savings. With the median age in Shawano being 44, many residents are likely thinking about their retirement options. A financial advisor can help assess current savings and investments, and create a plan to maximize retirement savings over time. Additionally, with Shawano being a rural community, many residents may also have unique financial needs related to farming or small business ownership. A financial advisor can provide specialized advice and support in these areas as well. Overall, a financial advisor can help residents of Shawano feel more confident and secure in their financial future.

Mortgage Loan Officer

Residents of Shawano, WI would greatly benefit from the assistance of a mortgage loan officer. With a population of just over 9,000, many residents in Shawano may not have the resources or knowledge to navigate the complex process of obtaining a mortgage. A mortgage loan officer can provide guidance on the various types of mortgages available, help residents determine their eligibility for certain loans, and assist in finding the best interest rates and terms. Additionally, with the Shawano Lake and Wolf River nearby, many residents may be interested in purchasing a vacation home or investment property. A mortgage loan officer can provide valuable insight into the unique considerations and requirements for these types of properties. Overall, a mortgage loan officer can make the home buying process less daunting and more accessible for residents of Shawano, WI.

Tax Services

Residents of Shawano, WI could greatly benefit from the assistance of a tax advisor in a number of ways. For example, a tax advisor could help residents navigate the complex tax laws and regulations specific to Wisconsin, including state and local taxes. Additionally, a tax advisor could provide guidance on deductions and credits that may be unique to Shawano, such as those related to agriculture or forestry. Furthermore, a tax advisor could assist residents in planning for retirement and minimizing their tax burden, which is especially important in a rural community like Shawano where the cost of living can be high and financial resources may be limited. Overall, a tax advisor would be a valuable resource for Shawano residents looking to optimize their financial situation and achieve their long-term goals.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs