A lifetime of hard work, attention to detail, and diligent money management made you wealthy. Still, you rest easy at night knowing that all that you have will go to the next generation of your family when the time comes. Being able to pass on wealth or assets is a great honor for many people, … [Read more...] about Inheritance Planning Tips
Helping Aging Parents With Estate Planning
As adults, most of us do not always think about our own estate planning than we should. With this in mind, helping aging parents with estate planning is important to your parents and also to you. Your aging parents will one day need your help, and things will go better if there are certain tools in … [Read more...] about Helping Aging Parents With Estate Planning
The Difference Between a Will and Trust
When considering your estate plan, you may be wondering whether you should create a trust or draft a will. They both deal with the distribution of your assets when you die, but there are distinct differences. You should make and include both to cover all end-of-life decisions to make things easier … [Read more...] about The Difference Between a Will and Trust
Who Can Create A Trust?
Trust is part of a comprehensive estate plan that contains several documents that spell out exactly what a person wants in the event of their incapacity or at their death. A will and a series of powers of attorney that address financial, healthcare, and other life aspects are generally also … [Read more...] about Who Can Create A Trust?
Common Choices for Chicago Gift Planning
When it comes to making final decisions for what to do with your estate, many people want to leave behind an impact on the world. Finding a way to donate assets to your favorite charity, cause, or institution is one way that many people choose to give back. Here are some of the things to know about … [Read more...] about Common Choices for Chicago Gift Planning
