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TOP 30 Estate and succession planning in Madison, WI
37 results found
A convenient service for searching for businesses, places and services
Creative Planning International
Creative Planning International is a leading financial institution located at 3330 University Avenue in Madison, Wisconsin, United States. Specializing in providing financial advisory services to U.S. expats in over 90 countries, our team of cross-border wealth managers is dedicated to helping clients navigate the challenges of living and working abroad. With a focus on long-term financial goals and compliance with U.S. laws and regulations, we offer customized financial plans to optimize investments, taxes, and estate planning for American expats. President & CEO Peter Mallouk explains what sets Creative Planning apart, and our team provides valuable insights straight to your inbox twice a month. If your household has over $500,000 in investable assets, schedule a free meeting with our team to discuss next steps. We work with households meeting this minimum asset requirement to help them achieve financial success while living abroad.
New York Life Insurance Company
New York Life Insurance Company, located at 44 South Madison Avenue in Sturgeon Bay, Wisconsin, is a trusted insurance agency that offers a range of services to help you manage your finances with confidence. From informative calculators and engaging videos to tips on budgeting and preparing for unexpected expenses, New York Life Insurance Company is dedicated to helping you take control of your financial future. Agent Richard Price is licensed to sell insurance through New York Life Insurance Company and can provide valuable guidance on insurance products and services. Additionally, as a Registered Representative of NYLIFE Securities LLC, Richard Price can assist with securities products and services. Please note that neither PRICE FINANCIAL GROUP nor its associates offer tax, legal, or accounting advice, so be sure to consult with a professional in those areas before making any decisions. Visit New York Life Insurance Company today to start planning for a secure financial future.
Casey St Henry - Thrivent
Casey St Henry - Thrivent is a finance institution located at 160 South Madison Avenue in Sturgeon Bay, Wisconsin, United States. Our team of financial experts is dedicated to helping our clients achieve their financial goals and secure their future. We offer a range of financial services including investment planning, retirement planning, insurance, and more. With a focus on personalized service and financial education, Casey St Henry - Thrivent is committed to helping our clients make informed decisions and build a solid financial foundation. Visit us today to learn more about how we can help you plan for a secure financial future.
Attorney Sarah Lawman
Attorney Sarah Lawman is a reputable legal institution located at 583 D'onofrio Drive in Madison, Wisconsin, United States. Specializing in various areas of law, Attorney Sarah Lawman provides expert legal services and representation to clients in need. With a proven track record of success and a dedication to achieving favorable outcomes for her clients, Attorney Sarah Lawman is a trusted advocate in the legal community. Whether you are facing a criminal charge, navigating a family law issue, or seeking assistance with estate planning, Attorney Sarah Lawman is committed to providing top-notch legal counsel and support. Contact Attorney Sarah Lawman today to schedule a consultation and discuss your legal needs.
MMG Law LLC
MMG Law LLC is a reputable law firm located at 2001 West Beltline Highway in Madison, Wisconsin. Our team of experienced lawyers is dedicated to providing high-quality legal services to clients in need of assistance with a variety of legal matters. Whether you are facing a personal injury case, need help with estate planning, or require representation in a criminal matter, our team is here to help. With a commitment to excellence and a track record of success, MMG Law LLC is the go-to choice for legal representation in Madison and beyond.
Lawman Law
Lawman Law is a prestigious law firm located at 583 D'onofrio Drive in Madison, Wisconsin, United States. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing expert legal representation and guidance to our clients. Whether you are facing a criminal charge, going through a divorce, or need assistance with estate planning, our attorneys are here to help. With a commitment to excellence and a track record of success, Lawman Law is the trusted choice for all your legal needs. Schedule a consultation today to see how we can assist you.
Lu Law Office, LLC
Lu Law Office, LLC is a prestigious legal institution located at 2921 Landmark Place in Madison, Wisconsin, United States. Our experienced team of attorneys is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including but not limited to, family law, estate planning, real estate law, and business law, we strive to provide personalized and effective solutions to meet our clients' needs. With a commitment to excellence and a track record of success, Lu Law Office, LLC is the trusted choice for all your legal matters. Contact us today to schedule a consultation.
Linda Clifford Law Office LLC
Linda Clifford Law Office LLC is a reputable law firm located in Madison, Wisconsin. Specializing in various areas of law, including family law, criminal defense, and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and a track record of success, we strive to achieve the best possible outcomes for each case we handle. Whether you are facing a complex legal issue or simply need legal advice, Linda Clifford Law Office LLC is here to help. Contact us today to schedule a consultation.
Hunt Law Group
Hunt Law Group is a reputable law firm located at 2 East Mifflin Street in Madison, Wisconsin. Our team of experienced lawyers is dedicated to providing top-notch legal services to clients in need of assistance with various legal matters. From personal injury cases to business law, our firm offers a wide range of legal services to meet the diverse needs of our clients. With a commitment to excellence and a track record of success, you can trust the Hunt Law Group to provide you with the expert legal representation you deserve. Contact us today to schedule a consultation and learn how we can help you with your legal needs.
Yahara River View Apartments
Yahara River View Apartments is a real estate agency located at 1459 East Main Street, Madison, Wisconsin, United States. Common Wealth Development, the institution behind Yahara River View Apartments, provides safe, stable, and healthy housing opportunities for renters and aspiring homeowners. They also offer coaching in financial fluency, job readiness, and entrepreneurial leadership, as well as support for developing businesses by providing affordable space for business incubation. The institution leverages community resources and outreach activities to strengthen neighborhoods in the Madison Metropolitan area. Founded in 1979, Common Wealth Development works to improve the housing and business climate in neighborhoods and initiate important community development projects. Their Annual Report showcases highlights and milestones of their work in 2023 and outlines plans for the future in 2024. Additionally, they celebrate the success of businesses like MicroMyco, a business incubator at Madison Enterprise Center, which was featured in the Wisconsin State Journal for their production of 200 pounds of mushrooms each week. Common Wealth Development also hosts events like the pop-up art show "Lost In Sunset City" by Will Santino at the Common Wealth Gallery. Visit Yahara River View Apartments for quality housing options and support for community development in Madison, Wisconsin.
Anderson Todd H
Anderson Todd H is a respected law firm located at 116 East Madison Avenue in Grantsburg, Wisconsin. Specializing in a wide range of legal services, the team at Anderson Todd H is dedicated to providing top-notch representation and personalized attention to each client. With years of experience and a strong track record of success, you can trust Anderson Todd H to handle your legal needs with professionalism and expertise. Whether you are in need of assistance with family law, real estate transactions, or estate planning, Anderson Todd H is here to help. Contact them today to schedule a consultation.
Riley Law Offices
Riley Law Offices is a reputable law firm located at 7633 Ganser Way in Madison, Wisconsin, United States. Specializing in various areas of law, the experienced team of lawyers at Riley Law Offices is dedicated to providing top-notch legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Riley Law Offices is here to help. With a commitment to excellence and a track record of success, you can trust Riley Law Offices to handle your legal needs with professionalism and expertise.
Nennig Law Offices, LLC
Nennig Law Offices, LLC is a specialized law firm located at 6418 Normandy Lane in Madison, Wisconsin. Our dedicated team of lawyers focuses on Estate Planning, Probate & Trust Administration, Powers of Attorney, and Planning for Children, Special Needs, and Guardianships. Our top priority is to provide peace of mind to our clients by helping them plan for the future and protect their loved ones. We offer personalized plans tailored to each client's unique situation and goals, using cutting-edge technology and research tools. Our services include creating Wills and Trusts, Incapacity Planning, Special Needs Trusts, Probate and Estate Administration, Trust Administration, and Guardianship matters. We offer flexible scheduling, including evening and weekend appointments, as well as consultations at home, hospitals, assisted care facilities, and nursing homes. Before making any decisions, we encourage clients to request free written information about our qualifications and experience. Please note that the information on our website is for informational purposes only and does not establish an attorney-client relationship.
Severson & Smead, LLP
Severson & Smead, LLP is a reputable law firm located at 5610 Medical Circle in Madison, Wisconsin, United States. Specializing in various areas of law, including personal injury, family law, and estate planning, the experienced attorneys at Severson & Smead, LLP are dedicated to providing high-quality legal services to their clients. With a commitment to professionalism and excellence, this firm is known for their personalized approach and successful track record in handling a wide range of legal matters. Whether you are in need of legal representation for a complex case or seeking guidance on a legal issue, Severson & Smead, LLP is a trusted choice for reliable and effective legal counsel.
Koritzinsky & Karls
Koritzinsky & Karls, LLC is a boutique law firm located on the west side of Madison, Wisconsin. With over 60 years of combined experience, our attorneys specialize in family law matters, real estate transactions, landlord/tenant law, collections, and estate planning. Our team of professionals is dedicated to providing experienced, timely, and friendly service to our clients, ensuring that their legal needs are met with care and efficiency. In the realm of family law, our attorneys understand the complexities and emotional challenges that can arise. We offer services in divorce, maintenance and property division, child support, and child custody and placement, working closely with our clients to navigate these sensitive issues with respect and professionalism.
Pam Baumgartner
Pam Baumgartner is a reputable lawyer based in Madison, Wisconsin, United States. With a strong track record of success, Pam Baumgartner provides expert legal representation in a variety of practice areas. Located at 10 Odana Court, clients can expect personalized attention and dedicated advocacy from Pam Baumgartner. Whether you are facing a criminal charge, going through a divorce, or need assistance with estate planning, Pam Baumgartner is here to help navigate the legal system and protect your rights. Contact Pam Baumgartner today for professional legal services you can trust.
Michael J Short Law Office
The Michael J Short Law Office is a reputable legal institution located at 121 South Pinckney Street in Madison, Wisconsin. Specializing in various areas of law, including criminal defense, family law, and personal injury, our experienced team of lawyers is dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and a track record of success, we strive to achieve the best possible outcomes for those we serve. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Rozek Law Offices, S.C.
Rozek Law Offices, S.C. is a reputable law firm located at 2810 Crossroads Drive in Madison, Wisconsin, United States. Specializing in various legal services, our team of experienced lawyers is dedicated to providing top-notch representation for our clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, we are here to help. With a commitment to excellence and a track record of success, Rozek Law Offices, S.C. is a trusted choice for all your legal needs. Contact us today to schedule a consultation.
Burleson Law Office
Burleson Law Office is a reputable legal institution located at 5401 World Dairy Drive in Madison, Wisconsin, United States. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with a personal injury case, estate planning, or business law matters, Burleson Law Office is committed to helping you navigate the complexities of the legal system. With a strong track record of success, you can trust Burleson Law Office to advocate for your best interests and provide you with the representation you deserve. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Toney Law Offices SC
Toney Law Offices SC is a reputable law firm located at 2810 Crossroads Drive in Madison, Wisconsin. Specializing in various legal matters, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you need assistance with personal injury cases, family law matters, or estate planning, our skilled attorneys are here to help. With a commitment to excellence and a track record of success, Toney Law Offices SC is the go-to choice for all your legal needs in the Madison area. Contact us today to schedule a consultation.
Bartzen Jeff
Bartzen Jeff, located at 401 Charmany Drive in Madison, Wisconsin, is a solo practice law firm run by Jeffrey J. Bartzen with over 31 years of legal experience. With the ability to collaborate virtually and work with other professionals, Bartzen Law Office offers exceptional legal services at affordable rates. Clients have praised Jeff Bartzen for his smart and sound legal advice, expertise in business and real estate matters, and commitment to excellence and integrity. Services offered include business legal needs, real estate transactions, tax considerations, estate and succession planning, and probate assistance. Recognized by Best Lawyers®, Bartzen Jeff is dedicated to providing high-quality legal services to individuals and businesses in the Madison area.
Frank Law Offices
Frank Law Offices is a reputable law firm located at 403 West Wilson Street in Madison, Wisconsin. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, we are here to help. With a commitment to excellence and a track record of success, Frank Law Offices is the trusted choice for all your legal needs. Contact us today to schedule a consultation.
Mark Skvara-Attorney
Mark Skvara-Attorney is a reputable law firm located at 128 North Madison Street in Green Bay, Wisconsin. Specializing in various legal services, Mark Skvara is a skilled and experienced attorney who is dedicated to providing top-notch representation to his clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal guidance in a business matter, Mark Skvara-Attorney is here to help. With a commitment to excellence and a track record of success, you can trust Mark Skvara to advocate for your rights and achieve the best possible outcome for your legal needs. Contact Mark Skvara-Attorney today to schedule a consultation and learn more about how they can assist you.
St. Marie Law, LLC
St. Marie Law, LLC is a reputable law firm located at 10 East Doty Street in Madison, Wisconsin, United States. Specializing in a wide range of legal services, including family law, personal injury, and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal representation and personalized solutions to our clients. With a commitment to excellence and a strong track record of success, St. Marie Law, LLC is your trusted partner for all your legal needs. Contact us today to schedule a consultation.
Stafford Rosenbaum LLP
Stafford Rosenbaum LLP is a prestigious law firm located at 222 West Washington Avenue in Madison, Wisconsin. With a team of highly skilled attorneys, they provide a wide range of legal services to individuals, businesses, and organizations. Their expertise includes areas such as business law, real estate, estate planning, and litigation. Known for their dedication to their clients and commitment to achieving successful outcomes, Stafford Rosenbaum LLP is a trusted and respected institution in the legal community.
Bell & Manning LLC
Bell & Manning LLC is a prestigious law firm located at 2801 West Beltline Highway in Madison, Wisconsin. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including business law, real estate law, and estate planning, we strive to offer personalized solutions to meet each client's unique needs. With a commitment to excellence and a reputation for success, Bell & Manning LLC is the go-to choice for legal representation in Madison and beyond. Contact us today to schedule a consultation and see how we can assist you with your legal matters.
Carlson Black O'Callaghan & Battenberg LLP
Carlson Black O'Callaghan & Battenberg LLP is a prestigious law firm located at 222 West Washington Avenue in Madison, Wisconsin, United States. Specializing in commercial real estate, land use, cooperatives, nonprofits, business, and tax law, our firm is dedicated to providing top-tier legal services to our clients. We are proud to have received First Tier rankings in Real Estate Law and Land Use & Zoning Law in the Madison region by U.S. News – Best Lawyers® “Best Law Firms” in 2024. Our expertise includes handling acquisitions, developments, construction, financing, leasing, and sales of various types of properties such as office, retail, multifamily, mixed-use, institutional, and industrial.
Furnald Law
Furnald Law is a reputable law firm located at 2150 East Washington Avenue in Madison, Wisconsin, United States. Specializing in various areas of law, their team of experienced lawyers provides top-notch legal services to clients in need of professional representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, Furnald Law is dedicated to helping you navigate the complexities of the legal system. With a commitment to excellence and a track record of success, Furnald Law is your trusted partner in achieving the best possible outcome for your legal needs.
Mercer Advisors Wealth Management
eam, Laura focuses on providing comprehensive wealth management solutions to high-net-worth individuals and families. She is passionate about helping clients achieve their financial goals through personalized financial planning and investment management strategies. Laura earned her B.A. in Business Administration from the University of Wisconsin-Madison and is a CERTIFIED FINANCIAL PLANNER™ professional. In her free time, Laura enjoys hiking, traveling, and spending time with her family. At Mercer Advisors Wealth Management in Onalaska, we believe in providing a personalized approach to wealth management that goes beyond just managing your investment portfolio. Our team of experienced wealth advisors is dedicated to helping you achieve your financial goals and enjoy the success you've worked so hard to build. Whether you need assistance with financial planning, tax and estate planning, trust services, insurance coverage, or business succession strategies, we have the expertise to help you navigate all aspects of your financial life. Contact us today to schedule a consultation and start building a brighter financial future."
J Poels Financial
J Poels Financial is a finance and insurance agency located at 7633 Ganser Way in Madison, Wisconsin, United States. We value your interest in our services and understand the importance of finding a trustworthy investment advisory and financial planning firm. Our firm prides itself on maintaining independence to provide high quality, unbiased advice to our clients. On our website, you can explore the professional services we offer, including complimentary options and sample illustrations to showcase how we can add value to your financial planning. We are licensed for securities and investment advisory business in multiple states across the United States, as well as insurance in Wisconsin.
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