Estate Planning and Administration Attorney
Trusted Illinois lawyer helps you plan for future needs
Estate planning involves a lot more than just writing your will. I understand that you have many concerns—including your own future financial circumstances as you get older, and also the needs of your business and your heirs. To take care of all these vital responsibilities, it is critically important to have a well-informed, well-constructed plan for your future.
From drawing up a simple will through estate planning that includes tax solutions, trusts, and forms of business organization, I aim to keep your estate intact while smoothing transitions. I am committed to helping you preserve your estate through estate, tax, and business planning solutions. I can also assist in administration, probate, and execution of your plans.
The goals of estate planning
Effective estate planning can make a big difference to family well-being, both now and in the future. There is a broad range of goals that I work on to help you achieve:
- Protect retirement plan assets
- Make your retirement plan last longer
- Keep the family business in the family
- Provide for dependents in case of your untimely death
- Minimize estate and income taxes due
- Cover expenses for many eventualities:
- Lawsuits
- Disability
- Nursing home expenses
Working together to plan the future
The best estate planning is a collaborative process. I work closely with you over the long haul to execute a comprehensive, step-by-step plan:
- Discuss your goals and objectives, and gather relevant information
- Define an overall plan
- Explain the distribution of assets and tax savings under the new plan
- Highlight federal income tax savings or problems
- Prepare documents to carry out the plan, with explanation in simple English
- Prepare asset title documents or beneficiary designations
- Follow up with you periodically to see if changes are needed
- Keep you informed about new rules and ideas that can affect your plan
You will find us easy to contact and work with, and that our fees are reasonable for the services and peace of mind that we provide.
Our Estate Planning Services in Illinois
Estate planning is a broad field of law, and as such, your unique circumstances and estate needs will most likely dictate which of the specific services we can help you with. With a call or by visiting our office, we’ll examine your estate and assets, and based upon your wishes. Our estate planning services include, but are not limited to:
- Wills
- Living trusts
- Charitable trusts
- Minor’s trusts
- Grantor Retained Annuity Trusts (GRAT)
- Irrevocable Life Insurance Trusts
- Educational Trusts
- Gift planning
- Power of Attorney
- Healthcare Directives
- Guardianship and Conservatorship
- Probate / Estate Administration
Helpful Links
- AARP
- Academy of Special Needs Planners
- American Bar Association
- National Academy of Elder Law attorneys
- Elderlaw Answers
- Illinois State Bar Association
- Illinois Department on Aging
- National Association of Financial and Estate Planning
A sound future based on solid legal and tax planning advice
For estate planning advice from an experienced legal and tax planning professional, contact my law office—James C. Provenza, PC—in Glenview, IL. You will find that my rates are reasonable. I can often quote fixed fees on projects, and I always try to estimate the cost of a project before you authorize the work. I available to meet with you at my office or as in Deerfield, Oakbrook, or Chicago, as needed.
