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…

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.

The Estate Plan Illinois Has Created for You

October 14, 2025

If you own anything—a home, a car, a savings account, even a pet—you already have an estate plan. The only question is: Did you create it, or will your state do it for you?

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

protect assets from children with problems

Using Trusts to Protect Children With Addiction Issues

February 24, 2025

Carefully structuring an inheritance can safeguard a child with addiction from financial harm, while providing the support they need to recover.

steps to obtain guardianship of a parent with a Plainfield or Naperville estate planning lawyer

How to Get Guardianship of a Parent: A Step-by-Step Guide

November 25, 2024

When a parent can no longer make decisions, guardianship can be a powerful tool to protect their needs.

Does the New Illinois Power of Attorney Law 2024 Help Your Family?

November 14, 2024

In August 2024, Governor JB Pritzker signed a law which makes it much more likely that third-party institutions will accept the powers of attorney you have created with the help of your lawyer.

How Do Powers of Attorney Work?

August 5, 2024

Are you worried about what might happen to your accounts and investments if you become disabled or incapacitated?

Naperville Estate Planning Minute: Just What Is in an Estate Plan?

May 11, 2023

Unfortunately, death doesn’t just happen to other people. We should all get our affairs in order, so that our loved ones can focus on grieving and moving on once we pass.

What Estate Planning Documents Do I Need for a Happy Retirement?

October 22, 2020

Most people can’t wait for retirement, and even more would likely opt for some form of early retirement, if they had the opportunity. Whenever you ultimately decide to cut down your time at work or leave the workforce altogether, you need to ensure that you have a full slate of estate planning documents in place.