
COVID-19 UPDATE: Now’s the Time to Name a Healthcare Agent
In these uncertain times, it’s more important than ever to have your legal, financial and medical ducks in a row.
Our Estate Planning Blog

In these uncertain times, it’s more important than ever to have your legal, financial and medical ducks in a row.

Late on Thursday evening, Governor J.B. Pritzker signed his 14th COVID-19-related Executive Order, making it much easier for individuals to execute estate planning and healthcare

Treasury Secretary Steven Mnuchin announced Friday that the administration has moved the IRS deadline for filing taxes from April 15 to July 15 due to the disruption caused by the coronavirus.

About 55% of Americans do not have a will. Even more worrisome is the fact that less than one in five millennials have a will. The top reason why Americans don’t have a will, is simply procrastination, followed by the feeling of not having enough assets, and a fact that it’s too expensive to set up.

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Planning for changes to the estate tax and the valuation discount for small businesses can be challenging. Here’s how to take advantage of them now.

An End-of-Life Checklist can avoid any confusion or questions that may arise among different family members.

The COVID-19/ Coronavirus is the largest global health challenge in many years. The disease, and the policies enacted by governments in an effort to contain

When she worked on the trading floor of the Chicago Board Options Exchange, long before cellphone calculators, Susan Saran could perform complex math problems in her head. Years later, as one of its top regulators, she was in charge of investigating insider trading deals. Today, she struggles to remember multiplication tables.

The elimination of the Stretch IRA is a game changer, especially for parents who were considering bequeathing savings in IRAs to their children.