TOP 30 Best Legacy planning services in Madison, Wisconsin

Krause Estate Planning & Elder Law Center is a trusted legal institution located at 313 Price Place in Madison, Wisconsin. Specializing in estate planning and elder law, our team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of these legal matters. Whether you are looking to create a comprehensive estate plan or need assistance with elder law issues, our knowledgeable attorneys are here to provide personalized guidance and support. Trust Krause Estate Planning & Elder Law Center to protect your assets and ensure your wishes are carried out according to your wishes.

Compelling Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 2601 West Beltline Highway, Madison, Wisconsin, United States. As a recipient of the Ameriprise Client Experience Award in 2023, we are dedicated to providing personalized advice to help our clients reach their financial goals in the short and long term. Our team of Ameriprise Financial Advisors offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. We prioritize what’s most important to you, whether it be retirement, education, or a major purchase like a second home. Through regular meetings, progress tracking, and updates to your approach as life changes, we strive to help you achieve financial success. With over 125 years of history, we understand the importance of a 1-to-1 relationship with a trusted financial advisor. Schedule a complimentary initial consultation to learn more about how we can help you plan for your financial future. Please refer to FINRA’s BrokerCheck website for background and qualification information. Let's start a conversation about reaching your financial goals with personalized advice from Ameriprise Financial Services, LLC.

Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2601 West Beltline Highway, Madison, Wisconsin, United States. The institution offers a range of certifications and designations to its advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics, including asset management, investment strategies, estate planning, retirement planning, and more. Advisors at Brent Kimbel - Private Wealth Advisor are committed to providing expert financial advice and guidance to individuals, retirees, small business owners, and high net worth clients.

Krause Estate Planning & Elder Law Center, located at 116 Spring Street in Oregon, Wisconsin, is a compassionate and responsive law firm with offices in Madison, Oregon, and Brookfield, WI. Specializing in estate planning and elder law matters, our team of legal professionals is dedicated to providing personalized services to help clients create strong plans to support their families in the future. Led by founder Dan Krause, a former Army JAG Attorney (Major, Retired) with over 20 years of experience in estate planning, our firm is committed to building strong relationships with our diverse clientele. We offer services such as creating trusts, wills, powers of attorney, and other legal tools to ensure that our clients' estate plans are complete and effective.

Travis Heiser - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1110 Fourier Drive, Madison, Wisconsin, United States. Travis Heiser holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Travis Heiser is dedicated to helping individuals achieve their financial goals. Additionally, Travis Heiser is a Certified Financial Planner™ and a Chartered Financial Analyst®, ensuring high standards of excellence in financial planning and investment management. Contact Travis Heiser for expert financial guidance and wealth management services.

Nicholas Alsteen - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1110 Fourier Drive in Madison, Wisconsin, offers a range of financial services to meet the needs of individuals and businesses. Nicholas Alsteen holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™, Nicholas Alsteen upholds the highest standards of excellence in personal financial planning. With a focus on providing biblically wise financial advice, Nicholas Alsteen is dedicated to helping clients achieve their financial goals and plan for the future.

Baird Financial Advisors' Madison Office is a leading finance institution located at 1 South Pinckney Street in Madison, Wisconsin, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, our team is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.

RBC Wealth Management Branch in Madison is a premier financial institution located at 10 East Doty Street in the heart of Madison, Wisconsin. Our dedicated team of financial advisors provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships and delivering exceptional service, we offer a wide range of investment options and financial planning solutions to meet the unique needs of each individual client. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our experienced team is here to help guide you every step of the way. Visit us at our Madison branch to learn more about how we can help you achieve your financial dreams.

Krause Estate Planning & Elder Law Center, located in Brookfield, Wisconsin, is a compassionate and responsive law firm with additional offices in Madison and Oregon. Specializing in estate planning and elder law matters, our experienced legal professionals are dedicated to providing personalized services to help clients create strong plans to support their families in times of need. Our team will guide you through the entire legal process, ensuring that your estate plan is complete and properly executed. We understand the complexities of estate planning and aim to alleviate the burden from your shoulders so you can focus on your future and legacy.

Capitol Bank West Madison, located at 710 North High Point Road in Madison, Wisconsin, is a trusted institution offering a range of financial services including ATM access, banking, and finance solutions. At Capitol Bank, every individual is valued and treated with respect and courtesy. The diverse team of 60 bankers is actively involved in over 40 boards and committees in the community, supporting social and economic development. With a focus on building strong relationships based on trust, mutual respect, and empathy, Capitol Bank ensures that customer goals and objectives are aligned. The knowledgeable team is ready to assist with mortgage loans, while also offering one of the best Health Savings Account rates in Madison.

Sean S Wayne is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1110 Fourier Drive in Madison, Wisconsin, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Sean S Wayne offers comprehensive financial services to individuals and businesses. Specializing in asset management, retirement planning, estate planning, and investment strategies, Sean S Wayne is committed to providing expert advice and guidance to help clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Sean S Wayne has the expertise and knowledge to help you navigate the complexities of financial planning. Contact Sean S Wayne today to schedule a consultation and start planning for a secure financial future.

The Inclusion, Equity, and Diversity in Engineering Student Center, located at 1410 Engineering Drive in Madison, Wisconsin, is a university institution dedicated to creating a welcoming and inclusive environment for all members of the engineering community. The center values diverse perspectives and experiences, and believes that innovation thrives when individuals from various backgrounds contribute equally. The institution is committed to educating its community about issues of inclusion, equity, and diversity, and offers programs and services to support students in their academic and personal growth. The IEDE Student Center provides a space for intercultural engagement, study resources, and opportunities for students to connect with others in a comfortable and authentic setting.

Legacy Private Trust Company is a prestigious institution located at 35303 Pabst Road in Oconomowoc, Wisconsin, United States. Established in 2004 by a team of investment and trust professionals, Legacy is renowned for its commitment to client service and placing the interests of clients above all else. The talented and credentialed professionals at Legacy strive to build enduring relationships with clients and their families. With a focus on financial management, estate planning, and trust services, Legacy offers a range of services to meet the diverse needs of clients. The institution has multiple office locations in Wisconsin, including in Neenah, Madison, and Wausau. The dedicated team at Legacy, led by experienced professionals like Vice President Marta O'Brien and Vice President Laurene Brooks, ensures that clients receive personalized and expert financial advice. From trust support services to tax and financial planning, Legacy's team members like Trinity Maurice, Sarah, Rita Braun, Kelly O'Shea, Barbara, Teresa, and Mary Jovanovich, go above and beyond to provide exceptional service. Legacy Private Trust Company is more than just a financial institution - it is a trusted partner in helping clients achieve their financial goals and secure their legacy for generations to come.

The estate planning law firm located at 10 East Doty Street in Madison, Wisconsin, is a trusted institution specializing in providing legal services related to estate planning. Our team of experienced lawyers is dedicated to helping individuals and families protect their assets and ensure their wishes are carried out through comprehensive estate planning strategies. Whether you need assistance with drafting a will, establishing a trust, or navigating the probate process, our firm is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and begin securing your financial future.

Madison Investments is a leading finance institution located at 550 Science Drive in Madison, Wisconsin, United States. With a strong reputation for providing top-tier financial services, Madison Investments offers a wide range of investment opportunities to help clients achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized financial solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Madison Investments is committed to helping you succeed in the world of finance.

U.S. Bancorp Investments - Financial Advisors in Madison, Wisconsin is a leading finance institution located at 1 South Pinckney Street. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or achieve other financial milestones, our team is here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help you secure your financial future.

Aaron Zimmer is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 7617 Mineral Point Road in Madison, Wisconsin, United States. Aaron holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Aaron's expertise and commitment to providing comprehensive financial planning services to individuals and families. Aaron specializes in asset management, investment strategies, estate planning, retirement planning, and insurance products. Contact Aaron Zimmer for personalized financial advice tailored to your needs.

Michael Gant is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1110 Fourier Drive in Madison, Wisconsin, United States. Michael Gant holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael Gant's expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning. Michael Gant is dedicated to providing comprehensive and specialized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Bob Vasa - UBS Financial Services Inc. is a well-established finance institution located at 8020 Excelsior Drive in Madison, Wisconsin, United States. With a strong reputation for providing top-notch financial services, Bob Vasa - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The team of experienced professionals at this institution is dedicated to providing personalized advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Bob Vasa - UBS Financial Services Inc. is here to help you every step of the way.

John Williams is a Financial Advisor at Ameriprise Financial Services, LLC located at 1110 Fourier Drive in Madison, Wisconsin, United States. John holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate John's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. John is dedicated to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.

Mark Murray - UBS Financial Services Inc. is a leading finance institution located at 8020 Excelsior Drive in Madison, Wisconsin, United States. With a strong reputation for providing top-notch financial services, Mark Murray - UBS Financial Services Inc. offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Mark Murray - UBS Financial Services Inc. is committed to helping you make informed decisions and secure your financial future.

Ryan Beckwith - UBS Financial Services Inc. is a leading finance institution located at 8020 Excelsior Drive in Madison, Wisconsin, United States. With a strong reputation for providing top-notch financial services, Ryan Beckwith - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized advice and innovative strategies. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Ryan Beckwith - UBS Financial Services Inc. is committed to delivering exceptional service and expertise to help you succeed.

Paul Hees is a Financial Advisor at Ameriprise Financial Services, LLC, located at 7617 Mineral Point Road in Madison, Wisconsin, United States. He holds multiple certifications and designations, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies for individuals, retirees, and small business owners. Paul also specializes in working with domestic partners and those with special financial needs, such as veterans and families with children with special needs. With a commitment to ethical practices and ongoing education, Paul Hees is dedicated to providing comprehensive financial planning services to his clients.

Eventus Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 2501 West Beltline Highway in Madison, Wisconsin, United States. They provide expert financial advice and planning services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, Eventus Wealth Advisors offers personalized solutions tailored to each client's unique needs. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Eventus Wealth Advisors can help guide you towards financial success.

Legacy Private Trust Company is a distinguished institution located at 10 East Doty Street in Madison, Wisconsin. Founded in 2004 by a team of investment and trust professionals, Legacy Private Trust Company is dedicated to providing exceptional client service and building enduring relationships with clients and their families. With a focus on placing the interests of clients above all else, the company offers a range of financial services, including trust management, estate planning, and tax assistance. The team at Legacy Private Trust Company is comprised of talented and credentialed professionals who are committed to meeting the unique needs of each client. From Vice Presidents to Client Representatives, each member of the team brings a wealth of experience and expertise to the table. Whether you're looking for assistance with financial planning or trust operations, Legacy Private Trust Company is here to help. Contact them today to learn more about how they can assist you in achieving your financial goals.

Darren Speidel - Financial Advisor, Ameriprise Financial Services, LLC, located at 7617 Mineral Point Road in Madison, Wisconsin, United States, offers a wide range of financial services. The institution provides expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Darren Speidel holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his commitment to professional excellence and ethical standards. With specialized knowledge in areas such as portfolio management, behavioral finance, philanthropy, annuities, and retirement planning, Darren Speidel is equipped to assist individuals with diverse financial needs. Whether you are planning for retirement, navigating a divorce, or seeking guidance on estate planning, Darren Speidel - Financial Advisor, Ameriprise Financial Services, LLC, is dedicated to providing personalized and comprehensive financial solutions.

Legacy Wealth Advisors is a premier finance institution located at 5250 East Terrace Drive in Madison, Wisconsin, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial futures. We provide personalized financial planning, investment management, and wealth preservation services to individuals, families, and businesses. With a focus on building lasting relationships and delivering exceptional results, Legacy Wealth Advisors is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you build and protect your legacy.

Madison Estate Council is a prestigious institution located at 1221 John Q Hammons Drive in Madison, Wisconsin, United States. The council is dedicated to providing expert guidance and support in estate planning, wealth management, and asset protection. With a team of experienced professionals, Madison Estate Council offers personalized services tailored to meet the unique needs and goals of each client. Whether you are looking to create a comprehensive estate plan or need assistance with managing your assets, Madison Estate Council is committed to helping you achieve financial security and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.

The Wilson Law Group, LLC is a finance and legal institution located at 7633 Ganser Way in Madison, Wisconsin, United States. The Client TrustCare Program was developed in 1999 to protect the initial time and financial commitment invested in designing estate plans for clients. The firm is highly recommended by clients for their professionalism, thoroughness, and expertise in estate planning. The team at Wilson Law Group is known for their attention to detail, clear communication, and dedication to helping clients achieve their estate planning goals. Whether it's setting up a trust, navigating probate, or updating estate planning documents, the Wilson Law Group is committed to providing outstanding service and ensuring that clients' wishes are carried forward. With a focus solely on estate planning, the team at Wilson Law Group is dedicated to helping clients protect their assets and plan for the future.

Estate Law Partners, LLC is a law firm located at 440 Science Drive in Madison, Wisconsin. Specializing in estate planning and administration for clients in Wisconsin and Illinois, our team of experienced attorneys treats clients like family. From creating a personalized estate plan to guiding you through the settlement process, we strive to bring simplicity, order, and control to your family's future. Our firm offers regular plan updates to ensure your estate plan remains current with changing laws and circumstances. We are dedicated to providing counseling-oriented services, a formal updating program, and a customized approach to meet the unique needs of each client. With a focus on building long-lasting relationships, we aim to be the most reputable estate planning firm in the region.