
Checklist for a Basic Estate Plan
Estate planning is about envisioning a comprehensive strategy to protect your assets, provide for loved ones and secure your wishes.
Our Estate Planning Blog

Estate planning is about envisioning a comprehensive strategy to protect your assets, provide for loved ones and secure your wishes.

Working with a Naperville estate planning attorney provides peace of mind for families relocating to or from Illinois.

Thousands of Americans have unclaimed retirement funds sitting in dormant accounts they’re unaware of. Learn how to find your own missing retirement benefits.

Most families avoid talking about money until someone dies, and that’s exactly when things fall apart.

This starting guide is for those planning their estate, inheritors and executors, anyone who might one day be responsible for figuring out what to do with digital wealth that doesn’t sit in a bank account.

The OBBBA brings several taxpayer-friendly provisions into law, including raising the estate and gift tax exemption, a temporary increase to the cap on SALT deductions and enhancements to the QSBS rules.

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.

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.