Estate Planning

Top notch estate planning requires an attorney to listen to the client, ascertain the client’s objectives and concerns and design a plan that best meets those objectives and addresses those concerns using the most effective techniques. The estate planning attorney must draw on his or her experience in different areas of law including probate, business, tax and real estate. Life experience counts as well.

I am committed to bringing my experience to bear to assist individuals and families reach their objectives for their future. We understand that each family is unique and that estate planning is more than a set of instructions that tells the government who your property should go to after your death. Our estate planning process is designed to understand your unique situation and goals and create a plan to pass your wealth, wisdom and values to your loved ones in the most efficient way possible.

By working with our firm you can be confident that your estate plan will be current, take advantage of the latest planning opportunities, and address your goals using an approach that makes sense to you and a strategy that you can be confident in.

Once we listen and understand your goals, a typical estate plan includes a Revocable Living Trust, Pour Over Will, Powers of Attorney and Advanced Healthcare Directives to document our clients’ wishes.

Whether you are looking to create your estate plan for the first time or to update your existing plan, we can help you create your comprehensive and personalized estate plan, providing you peace of mind that your wishes will be followed. We invite you to contact us today to begin planning for your future.

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Click Below to View Frequently Asked Questions

Many individuals are unsure what documents are needed when planning their estate. There are many options to consider when planning to pass their wealth to loved ones. For many in Illinois they have a specific goal of avoiding the expensive probate process when planning their estate.

In order to avoid probate, it is essential to use a revocable living trust as your primary estate planning document. It is important to note that even when planning with a revocable living trust, an Illinois estate plan must also contain a will.

Revocable living trusts are typically used by individuals who desire a more efficient transfer of property to loved ones. Revocable living trusts often contain:

  • Trustee instructions for your care during any period of disability
  • Instructions for distributing specific assets to designated individuals or charity upon your death
  • Creation of trusts for minor children, adult children, and surviving spouse
  • Tax planning for retirement assets, real estate and investment accounts

A particular kind of trust (commonly called a “Special Needs Trust”) may also be very useful in situations where an individual, such as a child or grandchild, has a disability. As long as specific provisions are drafted into the document, the assets transferred into the Special Needs Trust can be used to provide for the needs of your loved one while allowing them to maintain their governmental benefits, including Supplemental Security Income (SSI), Social Security and Medicaid.

Wills may also be useful to individuals who may not have a large estate but still want to make sure that their assets are distributed to loved ones the way they want. Parents may wish to use their Wills to select a guardian for their minor children as well.

A power of attorney is a legal document in which you grant someone else the authority to take actions on your behalf, such as signing your checks to pay your bills or selling a particular piece of real estate or even making healthcare decisions. Powers of attorney are a great way to make sure that your affairs will be properly taken care of no matter the circumstances.

A financial power of attorney is a legal document in which you grant another person the authority to act on your behalf if you are unable to manage your financial affairs. A financial power of attorney will give your trusted agent the ability to manage your checking account, pay your bills, manage your investment account and make your financial decisions.

A healthcare power of attorney is a legal document in which you grant another person the authority to act as your health care agent and make medical decisions on your behalf in the event you are unable to do so for yourself. Your agent is authorized to communicate with your doctors and makes medical decisions on your behalf.

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