Estate Planning Attorneys in Stevens Point, WI

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List of Firms

Top Stevens Point, WI Estate Planning Law Firms

James C. Noonan
Location 2740 Stanley St, Stevens Point, WI 54481, USA
Phone (715) 952-4327
Directions
Anderson O'Brien, LLP
4 out of 5
Location 1257 Main St, Stevens Point, WI 54481, USA
Phone (715) 344-0890
Language http://www.andlaw.com/
Directions
Buzza Dreier & Johnson LLC: E. John Buzza
5 out of 5
Location 2925 Post Rd, Stevens Point, WI 54481, USA
Phone (715) 997-9080
Language http://www.bdjwislaw.com/
Directions
Noonan Arendt Law LLP
5 out of 5
Location 2740 Stanley St suite B, Stevens Point, WI 54481, USA
Phone (715) 344-9437
Language http://www.noonanarendt.com/
Directions
HAFERMAN LAW OFFICE
2 out of 5
Location 1525 Main St, Stevens Point, WI 54481, USA
Phone (715) 342-4700
Language http://www.hafermanlaw.com/
Directions
Mallery & Zimmerman SC
5 out of 5
Location 4941 Kirschling Ct # 1, Stevens Point, WI 54481, USA
Phone (715) 295-0676
Language https://mallerysc.com/
Directions
Estate Planning Lawyers in Stevens Point, WI

Where Estate Planners in Stevens Point, WI Serve

Nestled in the heart of Wisconsin lies the charming city of Stevens Point, a bustling hub of activity and culture. With a rich history dating back to the mid-19th century, this vibrant community is known for its stunning landmarks, top-notch employers, major highways and streets, and diverse neighborhoods. One of the most iconic landmarks in Stevens Point is the historic downtown district, which boasts a plethora of unique shops, restaurants, and entertainment options. Other notable landmarks include the Schmeeckle Reserve, a sprawling nature preserve featuring hiking trails and wildlife exhibits, and the University of Wisconsin-Stevens Point, a renowned institution of higher learning. When it comes to top employers, Stevens Point is home to a diverse range of businesses, including major players in the healthcare, manufacturing, and technology industries. Companies like Sentry Insurance, Delta Dental, and Skyward are among the city's largest and most influential employers, providing jobs and economic stability for thousands of residents.

Financial Services Related to Estate Planning in Stevens Point, WI

Banks and Credit Unions

Residents of Stevens Point, WI can benefit from a bank in many ways. Firstly, banks offer a range of financial services such as checking and savings accounts, loans, and credit cards that can help residents manage their money. Additionally, banks in Stevens Point can provide tailored financial advice for residents looking to invest or save for the future. For example, residents can seek guidance on how to save for college tuition or retirement. Furthermore, banks can help support small businesses in the area by providing loans and financial services. This is particularly important in Stevens Point, which has a thriving local economy with many small businesses. Overall, a bank can be a valuable resource for residents of Stevens Point, WI, providing financial assistance and guidance to help them achieve their financial goals.

Insurance Broker

Residents of Stevens Point, WI can benefit greatly from the services of an insurance broker. With its location in the heart of Wisconsin, Stevens Point is known for its harsh winters and unpredictable weather patterns. An insurance broker can help residents find the best coverage for their homes and vehicles, protecting them from the potential damage caused by snow, ice, and severe storms. Additionally, Stevens Point is home to a large population of college students attending the University of Wisconsin-Stevens Point. An insurance broker can assist these students in finding affordable health insurance options, ensuring that they have access to the care they need while away from home. With the help of an insurance broker, residents of Stevens Point can feel confident that they are properly protected and prepared for any unexpected events that may arise.

Retirement Planning

Residents of Stevens Point, WI could greatly benefit from the services of a retirement planner. A retirement planner can help individuals in Stevens Point navigate the complex world of retirement planning and ensure that they are on track to meet their financial goals. With the city's population of around 26,000 people, many of whom are nearing retirement age, a retirement planner can provide guidance on topics such as Social Security benefits, investment strategies, and long-term care planning. Additionally, with the area's strong ties to the paper and packaging industry, a retirement planner can help those in Stevens Point who may have unique retirement benefits or pension plans. Overall, a retirement planner can provide peace of mind and help residents of Stevens Point achieve a comfortable and secure retirement.

Wealth Management

Residents of Stevens Point, WI could benefit from the expertise of a wealth manager in several ways. For example, a wealth manager could help residents in Stevens Point, WI to create a personalized financial plan that takes into account their unique goals and circumstances. This could include strategies for saving for retirement, managing debt, and investing in the local economy. Additionally, a wealth manager could provide guidance on tax planning, estate planning, and risk management, helping residents to protect their assets and achieve financial security. With its thriving arts and cultural scene, as well as its growing technology and healthcare industries, Stevens Point, WI is a dynamic and exciting place to live and work. A wealth manager can help residents in this community to make the most of their resources and achieve their financial goals.

Financial Advisor

Residents of Stevens Point, WI can benefit greatly from the guidance of a financial advisor. With a population of just over 26,000, many individuals and families in this community may not have the knowledge or resources to effectively manage their finances. A financial advisor can provide tailored advice on budgeting, saving, investing, and retirement planning to help people achieve their financial goals. Additionally, with the local economy heavily dependent on industries such as education and healthcare, a financial advisor can help residents navigate the unique financial challenges and opportunities that come with these fields. Whether it's planning for college expenses, managing debt, or preparing for unexpected expenses, a financial advisor can provide valuable support to help Stevens Point residents achieve financial stability and security.

Mortgage Loan Officer

Residents of Stevens Point, WI can benefit greatly from the services of a mortgage loan officer. With the city's growing population and the demand for affordable housing, a mortgage loan officer can assist residents in securing a mortgage that suits their unique financial situation. Furthermore, with Stevens Point being home to the University of Wisconsin-Stevens Point, a mortgage loan officer can help students and faculty members secure loans for off-campus housing. Additionally, a mortgage loan officer can provide guidance and support for first-time homebuyers in Stevens Point, ensuring they understand the entire mortgage process and can make informed decisions. Overall, a mortgage loan officer can be a valuable resource for residents of Stevens Point, WI looking to purchase a home or secure financing for housing needs.

Tax Services

Residents of Stevens Point, WI can benefit greatly from the expertise of a tax advisor. Specifically, with the city's growing economy and increasing population, a tax advisor can help residents navigate the complex tax laws and regulations that come with owning a business or property. Additionally, Stevens Point is home to several universities, which means that students and their families may have unique tax situations that require guidance. A tax advisor can help residents maximize their deductions, minimize their tax liability, and ensure that they are in compliance with all applicable tax laws. With the help of a tax advisor, residents of Stevens Point can feel confident in their financial decisions and focus on achieving their goals.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Stevens Point, WI can provide a range of services to help individuals and families plan for the future. These services may include drafting wills, trusts, and other estate planning documents, as well as advising clients on tax planning, asset protection, and charitable giving strategies. One unique aspect of estate planning in Stevens Point, WI is the region's strong agricultural heritage. Many families in the area own farms or other agricultural businesses, and an estate planning lawyer can help these clients navigate the complex legal and financial issues involved in passing down these assets from one generation to the next. Additionally, Stevens Point's proximity to the Wisconsin River and other natural resources may make environmental planning and conservation a priority for some clients, and an estate planning lawyer can help them incorporate these concerns into their overall estate plan.

Stevens Point, WI is undoubtedly the best place to seek an estate planning lawyer. The city's legal community is renowned for its expertise in estate planning, and the lawyers here are some of the most experienced and knowledgeable in the state. Stevens Point has a long history of providing top-notch legal services to its residents, and this is reflected in the caliber of its estate planning lawyers. The city's legal professionals are well-versed in the intricacies of estate planning law and can provide expert guidance to clients on a wide range of issues. Whether you need help drafting a will, creating a trust, or navigating the probate process, the estate planning lawyers in Stevens Point have the knowledge and experience to help you achieve your goals. So if you're looking for an estate planning lawyer who can provide you with the best possible advice and representation, look no further than Stevens Point, WI.