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Estate Planning for Retirees

Estate Planning for the Recently Retired

December 20, 2025

Most people spend a lot of time planning for the financial side of retirement. However, once retired, there are a few estate planning tasks to do. Your life has likely changed since the first time your estate plan was done, says the article “5 Estate Planning Changes To Make After Retirement” from Go Banking Rates. Get ready for the next phase of your life with an update to your estate plan. This is especially true with the SECURE 2.0 Act measures coming into effect this year. Retirees need to address new rules regarding catch-up contributions, required minimum distributions (RMDs), Roth…

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Figure it out is not an estate plan

Letting the Children “Figure It Out” Is Not an Estate Plan

December 3, 2025

Families often assume that because their adult children get along, have good judgment, and respect one another, they will simply “figure things out” after their parents pass away. Unfortunately, this belief can lead to unnecessary conflict, financial imbalance, and legal problems—especially when a family business or farm is involved. As a will and trust lawyer in Naperville, I routinely see the consequences of failing to put a formal plan in place.

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Naperville Estate Planning

Building an Estate Plan for the Naperville Lifestyle

November 18, 2025

Naperville families build full, active lives—travel, outdoor recreation, second homes, and shared experiences. Integrating these assets into your estate plan ensures the lifestyle you worked to create is preserved, protected, and passed on according to your wishes.
With proper planning, you can enjoy everything now while knowing that your family will be prepared later.

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