Archive for the Blog Category

Soap Opera Situation – You Absolutely Need To Update Your Estate Plan Today!

Soap Opera Situation – You Absolutely Need To Update Your Estate Plan Today!

Chicagoland clients marry, divorce, remarry, etc. They depend on Chicago estate planning advisors to help protect their assets for the benefit of loved ones. Sometimes, it’s helpful to hear a story about what could go wrong if your plans don’t get updated when making major life or […]

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Strategies for Avoiding Family Disputes over Personal Property

Strategies for Avoiding Family Disputes over Personal Property

It is quite often the personal property that causes the most heartache and disruption in families after a death. Money doesn’t usually have any sentimental attachment, but personal property can have a perceived value far beyond its actual monetary worth. For example, there may be souvenirs from […]

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Why Would I Need A Buy-Sell Agreement?

Why Would I Need A Buy-Sell Agreement?

Many of our clients are business owners. Although these businesses tend to be successful, we have found that many of the owners do not have clearly defined succession plans. This month, we will look at one of the best ways to outline a succession plan, especially when […]

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Does Your 18-Year-Old Need a Will?

Does Your 18-Year-Old Need a Will?

High school graduation season is nearly over. It’s a celebratory time when parents are perhaps more mindful about ways to secure the futures of their young adult children. This is an excellent time to remind clients with graduates heading off to college this fall that while most […]

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IRS sets 2016 long-term care insurance tax deductions


IRS sets 2016 long-term care insurance tax deductions


Here’s a bit of good news for your Gen-X clients considering the value of a long-term care insurance policy. The Internal Revenue Service recently announced it will increase the premium deduction limit a bit more for buyers in their 40s in 2016 than for buyers in other […]

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