Estate Planning Attorneys in Waunakee, WI

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List of Firms

Top Waunakee, WI Estate Planning Law Firms

Laffey, Sebranek, Auby & Ristau, S.C.
Location 509 E Main St, Waunakee, WI 53597, USA
Phone (608) 255-8000
Language http://www.els-law.com/
Directions
Krause Estate Planning & Elder Law Center
5 out of 5
Location 116 Spring St, Oregon, WI 53575, USA
Phone (608) 640-3439
Language https://www.estateplanningpeople.com/oregon-wi/?utm_source=GMB&utm_medium=organic&utm_campaign=oregon
Directions
DeHorse Law Office, LLC
5 out of 5
Location 621 N Sherman Ave b8, Madison, WI 53704, USA
Phone (608) 405-5679
Language https://dehorse-law-office-llc.business.site/
Directions
Duren Law Offices, LLC
4 out of 5
Location 101 E Main St #4, Waunakee, WI 53597, USA
Phone (608) 849-1921
Language http://www.durenlawoffice.com/
Directions
W.R. Stewart & Associates, S.C.
4 out of 5
Location 110 E Main St Suite 813, Madison, WI 53703, USA
Phone (608) 509-9049
Language https://www.wrsalaw.com/?npcmp=dir:local:2414396:53703
Directions
Grams & Christoffersen, S.C.
Location 507 W Main St, Waunakee, WI 53597, USA
Phone (608) 662-0440
Language http://www.dfgrams.com/
Directions
Estate Law Partners, LLC
5 out of 5
Location 440 Science Dr Suite 101, Madison, WI 53711, USA
Phone (608) 292-5185
Language https://www.estatelawpartners.com/
Directions
Fuhrman & Dodge S.C.
4 out of 5
Location 2501 Parmenter Street - Suite #100A, Middleton, WI 53562, USA
Phone (608) 327-4200
Language https://www.fuhrmandodge.com/?utm_source=gmb&utm_medium=organic&utm_campaign=gmb
Directions
Tesar Law Group, S.C.
4 out of 5
Location 200 S Main St, DeForest, WI 53532, USA
Phone (608) 846-2200
Language http://www.tesarlaw.com/
Directions
King Law Offices, LLC
4 out of 5
Location 1667 Capital Ave A, Madison, WI 53705, USA
Phone (608) 233-9588
Language https://www.king-law.com/
Directions
Ableidinger Law LLC
5 out of 5
Location 1001 Arboretum Dr, Waunakee, WI 53597, USA
Phone (608) 850-4222
Language https://www.ablelaw.net/
Directions
Jameson R Whitney, Attorney at Law
Location 1005 Quinn Dr, Waunakee, WI 53597, USA
Phone (608) 850-1031
Directions
Haskins Short & Brindley LLC
4 out of 5
Location 5113 Monona Dr, Madison, WI 53716, USA
Phone (608) 237-6673
Language http://hsbelderlaw.com/
Directions
Estate Planning Lawyers in Waunakee, WI

Where Estate Planners in Waunakee, WI Serve

Nestled in the heart of Wisconsin lies the charming village of Waunakee, a bustling community with a rich history and a wealth of attractions. From its quaint neighborhoods to its bustling downtown area, Waunakee is a town that has something for everyone. One of the most notable landmarks in Waunakee is the historic Waunakee Depot, a beautifully restored train station that now serves as a community center and event space. Other popular attractions include the Waunakee Village Park, which offers a wide range of recreational activities, and the Waunakee Public Library, which is a hub of learning and culture. When it comes to employment, Waunakee is home to a number of top employers, including Waunakee Community School District, TDS Telecom, and Waunakee Remodeling. These companies provide a wide range of job opportunities for residents, and help to drive the local economy.

Financial Services Related to Estate Planning in Waunakee, WI

Banks and Credit Unions

Residents of Waunakee, Wisconsin can benefit from a bank in numerous ways. For instance, the bank can help individuals with their financial planning, including budgeting and saving for major purchases or retirement. Additionally, the bank can offer loans and mortgages to help residents purchase homes or start their own businesses. A bank can also provide access to online banking services, which are essential for individuals who are always on the go. Furthermore, banks in Waunakee can help residents with their banking needs, such as depositing checks, withdrawing cash, or transferring funds. Overall, a bank is an essential resource for residents of Waunakee who need financial assistance and guidance.

Insurance Broker

Residents of Waunakee, WI can benefit greatly from the services of an insurance broker. With its growing population and diverse community, it can be challenging to navigate the complex world of insurance on your own. An insurance broker can help residents of Waunakee find the right insurance policies for their unique needs, whether it be health, home, auto, or life insurance. With the unpredictable weather in Waunakee, it is crucial to have proper coverage in case of natural disasters like tornadoes or flooding. An insurance broker can help residents understand the risks and provide them with the right coverage to protect their homes and belongings. Additionally, with the increasing cost of healthcare, an insurance broker can help residents find affordable health insurance plans that meet their needs. Overall, an insurance broker can provide valuable guidance and support to residents of Waunakee, WI, helping them to make informed decisions and protect themselves and their families.

Retirement Planning

Residents of Waunakee, WI could benefit greatly from the expertise of a retirement planner. One of the most common ways a retirement planner could assist Waunakee residents is by helping them to develop a comprehensive retirement plan that takes into account their unique financial situation and goals. This could include advice on how to maximize retirement savings, create a budget for retirement expenses, and plan for potential healthcare costs. Additionally, a retirement planner could provide guidance on investment strategies and help residents to navigate complex retirement benefits, such as Social Security and pensions. With a growing population of retirees in Waunakee, the need for expert retirement planning advice is more important than ever.

Wealth Management

Residents of Waunakee, WI can benefit greatly from the services of a wealth manager. With a median household income of $100,000, many residents may have a significant amount of assets to manage and invest. A wealth manager can help individuals and families create a financial plan that aligns with their goals and values, such as saving for retirement or paying for their children's education. Additionally, a wealth manager can provide guidance on tax-efficient investing strategies and help clients navigate complex financial situations, such as selling a business or inheriting wealth. In a community like Waunakee, where many residents may be small business owners or have inherited family wealth, the expertise of a wealth manager can be invaluable in ensuring financial stability and long-term success.

Financial Advisor

Residents of Waunakee, WI can greatly benefit from the services of a financial advisor. With a population of just over 13,000, many residents may not have extensive financial knowledge or experience. A financial advisor can provide guidance on a variety of topics, such as retirement planning, investing, and budgeting. In particular, Waunakee is a growing community with a strong emphasis on family values. A financial advisor can help families plan for their future by creating a customized financial plan that takes into account their unique goals and priorities. Additionally, Waunakee is located in Dane County, which has a high cost of living compared to other areas in Wisconsin. A financial advisor can help residents navigate this expense and make smart financial decisions that will set them up for long-term success.

Mortgage Loan Officer

Residents of Waunakee, WI can benefit greatly from the services of a mortgage loan officer. For example, these professionals can help residents secure a loan to purchase a home in the area, which is known for its excellent schools, beautiful parks, and tight-knit community. In addition, a mortgage loan officer can assist residents in refinancing their current mortgage to lower their interest rate or monthly payments. With the help of a mortgage loan officer, residents of Waunakee can navigate the complex world of real estate financing and make informed decisions about their financial future.

Tax Services

Residents of Waunakee, WI can benefit greatly from the services of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on tax deductions and credits that are specific to Waunakee. For example, residents who own a home in Waunakee may be eligible for a property tax credit. Additionally, those who work in certain industries, such as agriculture or manufacturing, may be eligible for tax breaks. A tax advisor can help residents navigate these complex tax laws and ensure that they are taking advantage of all available deductions and credits. With the help of a tax advisor, residents of Waunakee can save money on their taxes and avoid costly mistakes.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Waunakee, WI can provide a plethora of services to clients seeking to secure their financial future and protect their assets. These services include drafting wills, trusts, and powers of attorney, as well as providing guidance on tax planning and asset protection strategies. With its quaint small-town charm and close proximity to the vibrant city of Madison, Waunakee offers a unique blend of rural and urban living. This presents a unique set of challenges for estate planning, as clients may have assets in both settings that require different approaches. An experienced estate planning lawyer in Waunakee, WI can provide tailored solutions to address these complexities and ensure that clients' wishes are carried out according to their wishes. Whether it's preserving a family farm or passing down a business to future generations, an estate planning lawyer in Waunakee, WI can help clients achieve their long-term goals and secure their financial legacy.

Located in Dane County, Wisconsin, Waunakee is a charming village that stands out for its small-town feel and tight-knit community. However, what makes Waunakee the best place to get an estate planning lawyer is not just its idyllic setting, but also the high level of expertise and professionalism that local attorneys bring to the table. With a population of just over 13,000, Waunakee is home to a number of highly skilled lawyers who specialize in estate planning and probate law, offering clients personalized attention and tailored legal solutions. Whether you need help creating a will, setting up a trust, or navigating the complexities of probate court, Waunakee's estate planning lawyers have the knowledge and experience to guide you through the process with ease. Moreover, with its proximity to Madison, Waunakee offers easy access to a wealth of legal resources and expertise, making it an ideal location for anyone looking for top-notch estate planning services.