A Commitment
to Each Client.
A trustee has the responsibility of managing the assets that fund a trust and distributing them to beneficiaries. The person who created the trust assigned them to a position of authority likely because that individual believed the trustee was a responsible, ethical...
You have built your estate for years, and you probably want to save as much of it so that your family can have a comfortable, secure life when you are gone. Currently, the federal government can tax up to 40% of any estate that surpasses the amount of $11.7 million...
When the patriarch or matriarch of a family dies, one common consequence is infighting among their heirs. While family dynamics do tend to play out after a death much as they did during the decedent’s lifetime, there are ways to avoid some of the worst fallout after a...
Wealth preservation is an important consideration for those with substantial assets in Illinois. Whether you own real estate, investment accounts or a business, you likely want to pass as much of your personal property on to your loved ones as possible. Estate...
You've put a lot of effort, energy and time into building a successful business, and you want to make sure that you have a proper succession plan in place. You want the business to keep on thriving long after you're gone. But where do you even start? It's difficult to...
A comprehensive estate plan can include several documents and countless instructions. Individuals will attempt to clearly dictate who gets what while preventing unnecessary emotional disputes between surviving loved ones. Unfortunately, when detailing numerous...
You may hear that estate planning is one of those things that many people fail to do. For instance, perhaps you read that most Americans haven’t done any estate planning. You may find yourself wondering how anyone could entirely fail to do something so important. The...
If you worked hard to give your family opportunities you never had, it is satisfying to think you have achieved your goal. You can sit back, knowing that your children will not have to go through the same struggles you did. They will never have to wonder where the...
When it comes to estate planning, it’s easy to focus on the basics such as creating a will, living trust and living will. However, if you neglect to go deeper, you could end up missing out on something that makes life easier on you and/or your family. Here are some of...
Many blended families work out very well and all of the new siblings get along wonderfully. However, there are also cases in which things do not go as smoothly as hoped. The two sides of the family may remain at odds or never really get close. When it comes to estate...
