The 30 Best Inheritance planning in South Bend, Indiana

Uncle Joe Tax Services is a reputable accounting and finance institution located at 2113 Miami Street in South Bend, Indiana. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses in the area. Our mission is to provide top-notch financial solutions and expert advice to help our clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Uncle Joe Tax Services is here to help. Visit us today to experience our personalized and reliable services.

The Law Offices of Moseley & Martinez, LLC is a reputable finance and legal institution located at 115 North William Street in South Bend, Indiana, United States. Our experienced team of lawyers specializes in providing expert legal advice and representation in various areas of law, including finance, real estate, business, and more. With a commitment to excellence and client satisfaction, we strive to provide personalized and effective solutions to meet our clients' needs. Contact us today to schedule a consultation and learn how we can assist you with your legal matters.

Wolf Legal is a law firm located at 525 East Colfax Avenue in South Bend, Indiana. Specializing in business law, creditor rights, estate planning, and litigation, Wolf Legal is dedicated to helping clients prepare for their long-term needs. Whether it's creating an estate plan, protecting assets, or drafting important legal documents, Victoria and her team are here to assist. With a focus on prevention, Wolf Legal aims to provide peace and security in both personal and professional matters. By paying close attention to detail and anticipating clients' needs, Victoria strives to help solve problems before they arise. She is committed to acting in her clients' best interests and finding solutions that fit their budget and circumstances.

McFadden Patrick T is a reputable institution located at 224 West Jefferson Boulevard in South Bend, Indiana. They are known for providing top-notch services and expertise in their field. With a strong commitment to excellence, McFadden Patrick T is dedicated to serving their clients with the highest level of professionalism and care. Whether you are seeking legal advice, financial guidance, or any other services they offer, you can trust McFadden Patrick T to provide you with the support and expertise you need. Visit them today at their convenient location in South Bend, Indiana, United States.

Jay Lauer Attorney at Law is a reputable law firm located at 105 East Jefferson Boulevard in South Bend, Indiana. Specializing in various legal services, Jay Lauer provides expert legal representation and guidance to clients in need. With years of experience and a commitment to excellence, Jay Lauer Attorney at Law is dedicated to helping individuals navigate the complexities of the legal system. Whether you are facing a criminal charge, dealing with a family law matter, or seeking assistance with estate planning, Jay Lauer is here to provide skilled and compassionate legal support. Contact us today to schedule a consultation and discuss your legal needs.

Kestrel Wealth Management LLC is a finance institution located at 105 East Jefferson Boulevard in South Bend, Indiana, United States. We specialize in providing tailored wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized financial advice and solutions to help individuals and businesses build and preserve their wealth. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Wealth Management is a renowned finance institution located at 100 North Michigan Street in South Bend, Indiana, United States. With a strong reputation for providing top-notch financial services, Merrill Lynch offers a wide range of wealth management solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, Merrill Lynch's team of experienced professionals is dedicated to helping you navigate the complexities of the financial world and secure your financial future. Visit Merrill Lynch Wealth Management today to start your journey towards financial success.

Douglas Gehrke - Financial Advisor, Ameriprise Financial Services, LLC, located at 511 East Colfax Avenue in South Bend, Indiana, offers a wide range of financial services and expertise. Douglas Gehrke holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his commitment to providing top-notch financial advice and management. Whether you need help with asset management, estate planning, retirement planning, or investment strategies, Douglas Gehrke has the knowledge and experience to assist you. Additionally, the institution offers specialized services for individuals in unique situations, such as domestic partners, seniors, and those going through a divorce. With a focus on ethics and continuous education, Douglas Gehrke ensures that clients receive the best possible financial guidance tailored to their specific needs.

Scott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 205 West Jefferson Boulevard in South Bend, Indiana, United States. Scott Smith holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Scott Smith's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various client needs. With a commitment to ethics and continuing education, Scott Smith provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients.

Lisa Sharpe is a dedicated and experienced financial advisor at Ameriprise Financial Services, LLC located in South Bend, Indiana. With a focus on providing personalized financial planning and investment strategies, Lisa works closely with her clients to help them achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Lisa is committed to providing expert guidance and support every step of the way. Visit her office at 205 West Jefferson Boulevard to start planning for your financial future today.

Edward Jones - Financial Advisor: Eric B Ytterberg, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 16285 Indiana 23, South Bend, Indiana, United States. With a team of highly qualified professionals, including Eric B Ytterberg who holds certifications as a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), the institution offers expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your individual needs. Visit them today to start securing your financial future.

Courtenay Lavigne - TIAA Financial Consultant is a finance institution located at 1251 North Eddy Street in South Bend, Indiana, United States. As a dedicated TIAA Financial Consultant, Courtenay Lavigne offers expert financial advice and guidance to help individuals and families achieve their financial goals. With a strong focus on personalized service and tailored financial solutions, clients can trust Courtenay Lavigne to provide sound financial planning and investment strategies. Whether you are planning for retirement, saving for college, or building wealth, Courtenay Lavigne is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Smith & Associates - Ameriprise Financial Services, LLC is a finance institution located at 205 West Jefferson Boulevard in South Bend, Indiana, United States. If you have any questions or would like to schedule a complimentary initial consultation, please get in touch. The financial advisors at Ameriprise are registered to do business in certain U.S. states and can provide personalized advice to help you reach your financial goals. The institution offers an overview of financial planning concepts during the initial consultation, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. Clients can find background and qualification information on FINRA's BrokerCheck website. The institution also offers insights into stock market trends and the current bull market rally. Users of the website are bound by the terms of Ameriprise Financial Website Rules and Regulations. Privacy and security are a top priority, with resources available on the website to protect against email fraud. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are appreciated, and the institution will reach out to help friends or family members achieve their financial goals. Feel free to inform your referral that they will be contacted soon.

Tax Time is a reputable accounting and finance institution located at 2015 West Western Avenue in South Bend, Indiana. Our experienced team of professionals is dedicated to providing top-notch tax preparation services, financial planning, and consultation to individuals and businesses. With our commitment to accuracy and personalized service, we strive to ensure that our clients receive the best possible outcomes when it comes to their financial needs. Contact us today to schedule an appointment and let us help you navigate the complexities of tax season with ease.

Liberty Income Tax is a leading accounting and finance institution located in South Bend, Indiana, United States. With a team of experienced professionals, we provide expert tax preparation services to individuals and businesses, ensuring maximum returns and compliance with all tax laws. Our commitment to excellence and personalized service sets us apart from the competition, making us the go-to destination for all your tax and financial needs. Trust Liberty Income Tax to handle your finances with precision and care.