We provide educational, planning and implementation of strategies for protecting, managing and administrating your assets during your lifetime, as well as providing for the orderly passing of your estate based upon your wishes. The purpose of any estate plan should be to eliminate uncertainties over the administration of your assets, maximizing the value of your assets and to reduce taxes and expenses. The ultimate goal of estate planning is to prepare a plan and implement that plan according to the wishes and desires of our clients; which maybe simple or complex. We are extremely comfortable working with your financial planning advisor to coordinate your investment strategies with your estate planning goals. We also ensure that clients properly fund the estate plans they have created.
Core Estate Planning Services
- Wills: drafting, updating, and executing last wills and testaments;
- Trusts: drafting, updating, of trust, including revocable living trusts, irrevocable asset protection trusts, charitable trust, and pet trusts;
- Agency Documents: designating trusted agents for healthcare decisions, living wills, and asset management and administration;
- Tax Planning: Minimizing federal and Illinois estate and gift tax liabilities;
- Guardianship: establishing legal care plans for minor children or incapacitated adults.
- Funding: assist with funding assets into your estate plan, including preparation of funding directions and documents, so your assets are governed by and administered in accordance with your written estate plan.
Administration and Probate Services
- Probate Administration: navigating the court process to probate a will, pay final debts, and distribute assets;
- Trust Administration: coordinating and guiding successor trustee through the legal settling and closing a trust;
- Elder Law: assisting with planning for long-term nursing home care, asset preservation, and Medicaid qualification.