Our Estate Planning Blog
In an elder abuse horror story, a young woman spends $71,000 belonging to her uncle with dementia. Proper estate planning can safeguard your assets in the face of cognitive decline.
Social Security survivor benefits can be complex, even if you don’t think you have a complicated financial situation.
Talking to your kids about money is important for your plan and for theirs.
changing states for retirement for tax savings may seem like a sound financial move, but the full picture often reveals otherwise. Housing costs, insurance premiums, property taxes, and even estate taxes can offset or outweigh the benefits. If you’re a Naperville resident considering retirement out of state, talk with a qualified Naperville estate planning attorney before making a decision.
Joint ownership may seem like an easy way to share asset., However, it can create legal, financial and tax complications that could harm you and your heirs.
Choosing the right storage location for your will ensures that it remains secure, accessible, and legally valid when needed.
Inheriting a timeshare often comes with financial burdens, ongoing fees and legal complications that heirs may not anticipate.
An irrevocable life insurance trust (ILIT) protects high-net-worth estates by reducing tax liability and ensuring a structured transfer of wealth.
Legal tools like power of attorney and healthcare directives are essential in forming a proactive legal strategy for cognitive decline.
Carefully structuring an inheritance can safeguard a child with addiction from financial harm, while providing the support they need to recover.
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