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Archive for the estate planning Category

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

On August 13, 2017   /   Blog, estate planning, Information, Living Trust   /   Leave a comment
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

On July 30, 2017   /   Blog, estate planning, Living Trust   /   Leave a comment
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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Estate Planning – Effective Planning Assistance for Single Parents

On July 30, 2017   /   estate planning, Living Trust   /   Leave a comment
Estate Planning – Effective Planning Assistance for Single Parents

It takes two to make a baby, but sometimes there’s only one parent to raise a child. Whether it’s due to death, divorce or abandonment, many of the nation’s children are being raised by single parents. It is important for single parents raising children alone to make

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Does Your 18-Year-Old Need a Will?

On June 19, 2017   /   Blog, estate planning, Information, Living Trust   /   Leave a comment
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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Does your client’s estate plan account for working longer?

On November 9, 2015   /   Blog, estate planning, Information   /   Leave a comment
Does your client’s estate plan account for working longer?

There’s a not-so-funny joke we hear some clients in midlife say when they don’t have a retirement plan engaged: “Oh, I’ll never retire. I’ll just keep working.” That’s a pretty naïve outlook when you consider the many potential health, housing and financial pitfalls that can eliminate even

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