A Client-Focused Approach To Sophisticated Estate Planning And Wealth Transfer
While it is true that the core components of an estate plan include wills, trusts and powers of attorney, there are a number of other aspects of estate planning that must be addressed. The attorneys at Lesser Lutrey Pasquesi & Howe, LLP in Lake Forest, Illinois, have assisted clients with comprehensive and complex estate planning needs for 20 years.
We work with a wide range of clients throughout the North Shore and metropolitan Chicago, including professionals, owners of closely held businesses and multigenerational family offices. Our services include wealth preservation and the smooth transfer of assets according to our clients’ wishes. To that end, we work closely with executors and family members to administer a decedent’s estate, whether it is necessary to go through the probate process or not.
We offer the same experience and knowledge that large Chicago estate planning and litigation firms offer, but with an emphasis on personal attention and without the costly overhead that gets passed on to clients.
An Estate Plan Is More Than A Collection Of Legal Documents
Wills and trusts accomplish a great deal, but for many of our clients, they are just a starting point. We invest the time to fully understand your financial situation and talk through your concerns and objectives in order to address every need.
Our lawyers’ emphasis on personal attention means that you are not abandoned once your estate plan is in place. Because your financial and family lives are in constant flux, it is important to assess your estate plan periodically to reflect these changes and ensure that it still accomplishes your objectives. Also, because federal and state tax laws change frequently, regular reviews of your estate plan allow us to make sure you are properly positioned to minimize taxes.
Call 847-235-6745 or email us to schedule a consultation with experienced estate planning attorneys who will answer your questions regarding wealth transfer or any estate planning needs. If you have an existing estate plan that has not been reviewed in five years or more, we can review it with you.