If you’re like most people, you have promised yourself a number of times to get that will prepared or otherwise have an attorney review your estate.  For one reason or another, however, you just never got around to it — maybe you think that the amount of money you have does not warrant an Estate Plan.

Having a Will in place along with other Estate Planning documents is an essential step in ensuring control over your personal & financial matters and protecting the needs of your loved ones.

Below are just a few frequently asked questions designed to help you to understand the broad concept of estate planning and how it will benefit you.


“How Does the Estate Planning Process Work?”

An up-to-date estate plan helps you preserve, protect and manage your assets. This video provides a quick overview of the process.


“When Do I Need to Update My Estate Plan?”

It is important to keep your estate plan up to date. This video explains the critical times to review your estate plan.


Special Consideration for Business Owners
…as it relates to their estate plan and business as a whole

Business owners face unique issues when creating their estate plans.


For more information, please contact us at (630)221-1755.