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…

Illinois Estate Plans Need to Include a Pour-Over Will

November 12, 2025

A pour-over will catches assets that miss your trust, keeping your plan intact and your heirs out of court where possible.

Estate Planning for Second Marriages: Avoiding Accidental Disinheritance

October 20, 2025

Blended Families and Estate Planning: How to Prevent Accidental Disinheritance As more adults experience divorce later in life and enter into second marriages, blended families

Estate Planning for H-1B Visa Holders: Key Considerations for Legal Residents in Illinois

September 26, 2025

Estate Planning for H-1B Visa Holders: Key Considerations for Legal Residents in Illinois For individuals living in Illinois on an H-1B visa, estate planning presents

Tips on storing your will from a Naperville estate planning attorney

Where Should I Keep My Trust Documents?

April 2, 2025

Choosing the right storage location for your will ensures that it remains secure, accessible, and legally valid when needed.

Resolve Disputes Between Trust Beneficiaries Using These Strategies

February 13, 2025

Trust disputes among beneficiaries can strain family relationships and jeopardize the integrity of an estate plan. Strategic conflict resolution can protect both the trust’s assets and familial bonds.

Planning for Online and Digital Assets

July 29, 2024

Digital assets are now a major cause of problems in settling and distributing estates. You must carefully consider and incorporate your digital life into the estate plan.

What Happens If I Don’t Fund My Trust?

October 1, 2020

If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.

What is the Swiss Army Knife of Estate Planning?

September 17, 2020

We may think of a spoiled heiress to a large fortune, whose parents were savvy enough to prevent her from having full access to her funds. On the other hand, we could imagine a loved one with special needs, whose needs will be provided for with trust-protected money.

Repairing a Will or Trust

September 4, 2020

Sometimes, despite best intentions and best efforts, an estate plan leaves unintended problems for heirs, trustees and others to solve. For example, a trust may have become outdated because of changes in tax laws, the birth or death of family members, or special circumstances like an heir’s disability.