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Trusts & Estates
Do I Have to Leave Anything to My Children?
One common storyline in Hollywood movies is the rich father …Read More »Is Your Estate Plan Incapacity Proof?
For most people, it is perfectly natural to think about …Read More »Caution: Creditors Are a Threat to Inherited Retirement Accounts
Do you have an individual retirement account or other type …Read More »Five Reasons to Protect Your Retirement Accounts Now
Your retirement account provides asset protection during your lifetime, but …Read More »Caution: Creditors Are a Threat to Inherited Retirement Accounts
Inherited retirement accounts do not have asset protection when they …Read More »What You Should Know about Life Insurance Settlements
When an insured party sells a life insurance policy to …Read More »Including Noncitizens in Your Estate Planning
With our society becoming increasingly mobile and international travel becoming …Read More »Reviewing Your Estate Plan after the Death of a Loved One
Although your estate plan primarily focuses on what will happen …Read More »Ways to Leave Your Real Estate to Your Loved Ones (and the Pros and Cons)
it is important to understand that real estate can be …Read More »What If I Can’t Find My Loved One’s Documents?
If a loved one has recently died or become mentally …Read More »Severing Joint Ownership of Property
Many individuals fail to realize that joint tenancy survivorship provisions …Read More »Five Mistakes Successor Trustees Make (and How to Prevent Them)
Even the most capable, well-intentioned successor trustees can make mistakes …Read More »Who Should I Choose to Be Successor Trustee?
When you create a living trust, you must name a …Read More »The Importance of a Successor Trustee
You have already taken the first step by including a …Read More »Consider Micro Planning in the New Year
As with traditional estate plans, “micro” estate planning can help …Read More »Protecting Your Significant Other’s Future
While wedding planning most often includes tuxedos, dresses, rehearsal dinners, …Read More »Should You Own Your Timeshare in Your Trust?
Timeshares have come a long way since they first arrived …Read More »The Recipe for a Satisfying Estate Plan
Estate planning is the process of making decisions about what …Read More »You Inherited a Retirement Account: Now What?
Common financial planning wisdom has encouraged almost all American workers …Read More »Estate Planning as a Powerful Exercise in Optimism
We can help you think through and identify the ways …Read More »How Refinancing Your Property Can Affect Your Estate Planning
One often overlooked consideration is the impact that refinancing your …Read More »What Is a Medallion Signature Guarantee, and Do I Need One?
A Medallion Signature Guarantee is a unique tool used to …Read More »How to Own Your Real Estate
Real estate encompasses not only one’s primary residence but also …Read More »Revocable Trust vs. Irrevocable Trust: Which Is Best for You?
In its most simple terms, a trust is a book …Read More »Buyer Beware: How to Avoid Estate Planning Scams
Imagine spending thousands of dollars on an estate plan to …Read More »Can an Estate Plan Include a Right of First Refusal on Certain Property?
Estate planning attorneys are occasionally asked by clients whether an …Read More »Deeper Dive into Advance Healthcare Directives
When it comes to your health care, especially during these …Read More »Wills vs. Trusts: A Quick & Simple Reference Guide
While some of the differences between a will and trust …Read More »Wealth Transfer Strategies to Consider in an Election Year
With a push by the Democratic party to return federal …Read More »COVID-19 and Minor Children: Things to Consider Now
Protecting your family is important, especially when you have minor …Read More »Millennials, You Need an Estate Plan Too
You may think that estate planning is only for the …Read More »Why Your Heirs or Beneficiaries May Receive a Smaller Inheritance Than You Thought
Allowing an heir or beneficiary to mentally spend an inheritance …Read More »Avoiding Financial Grief: How to Protect Your Significant Other from Frozen Accounts
Dealing with the financial stress of frozen bank accounts can …Read More »Considerations Before Heading South for the Winter
For many snowbirds, cooler weather means it is time to …Read More »Seven Ways to Avoid Family Fights over Your Property
Far too many families end up fighting, or at least …Read More »Estate Planning for Franchise and Multilevel Marketing Business Owners
If you have an interest in an MLM business or …Read More »Education Funding Flexibility in Light of COVID-19
Some techniques for funding education expenses require that the funds …Read More »Summer Vacation Plans? Precautions and Preparations to Consider
After months of near confinement in our homes, many of …Read More »Why Your Marital Agreement Should Be Shown to Your Estate Planner
If you and your spouse have a marital agreement, it …Read More »Caught in the Undertow: How No Estate Plan (or a Bad One) Could Leave Your Family Overwhelmed
A carefully designed estate plan is like a life vest …Read More »How to Help Your Loved Ones (and Assets) Avoid Probate
Many people like the cost and time savings, as well …Read More »How to Handle Savings Bonds in Estate Planning and at Death
If you own savings bonds or are considering investing in …Read More »No-Contest Clauses: Does No-Contest Really Mean No Contest?
If you see trouble brewing and are concerned that family …Read More »Trust Funding: Setting Your Trustee Up for Success
Signing the trust agreement doesn’t end the estate planning process: …Read More »Caring For Yourself with the Right Estate Planning Prescription
What have you done to prepare for your own care? …Read More »Remote Estate Planning
During this unprecedented time, people’s need for urgent estate planning …Read More »What Happens When Your Disabled Child Turns 18 and What You Need to Do Beforehand
If you have a disabled child who is approaching their …Read More »Reconsidering Your Role in Others’ Estate Plans (How to Say No)
It is important to think carefully about your ability or …Read More »Strategies for Your Charitable Planning
There are many reasons why you may want to give …Read More »COVID-19: A Reminder of Why Estate Planning Is Important
Certain situations can bring our own mortality to the forefront …Read More »An update from us regarding the Executive Order signed by Governor JB Pritzker on March 20, 2020
Governor Pritzker signed Executive Order 2020-10 on March 20, 2020. …Read More »Spring Cleaning: Time to Clean Up Your Estate Planning
With spring fast approaching, now is the time to dust …Read More »How to Protect Your Great Ideas or Works for Your Family
Your money, home, and vehicles are not the only things …Read More »How to Protect Your Intellectual Property
You do not have to be a famous author, painter, …Read More »Estate Planning Strategies to Protect Your Spouse
To prepare for the future and the possibility of no …Read More »How to Minimize the (Voluntary) Federal Estate Tax with Portability
Portability of the federal estate tax exclusion provides both an …Read More »The Lifetime QTIP Trust
Estate planning for couples in a second or subsequent marriage …Read More »Common Mistakes with DIY Estate Plans
A DIY estate plan can lead to a false sense …Read More »Importance of Properly Revoking Powers of Attorney
It is very important to regularly review and update all …Read More »New Year, New Estate Plan
A new year is a great time to take positive …Read More »Why Title Matters
Real estate can take on different forms of ownership depending …Read More »Legacy Letters – Passing on Your Wisdom and Experience to the Next Generation
A legacy letter, sometimes also called an ethical will, is …Read More »Productivity Tips for the New Year
Are you feeling bogged down in a swamp of clutter, …Read More »Planning for Stepchildren and Step-Grandchildren
If you or your grown children are part of a …Read More »Effect of Bankruptcy on Estate Planning
Bankruptcy may be one of the last things on your …Read More »Important Things Your Agent Under a Power of Attorney for Health Care Needs to Know
A medical power of attorney is a crucial part of …Read More »Who’s On Your Team?
Estate planning is not just about what happens to your …Read More »529 Plans – What You Need to Know
A 529 plan, legally known as a “qualified tuition plan,” …Read More »Identity Theft – Not Just an Issue for the Living
Identity theft is the last thing a grieving family should …Read More »Self-Care: 5 Ways to Show Yourself a Little Love
It’s time to take a deep breath and spend some …Read More »Missed a Required Minimum Distribution?: Here Is How to Fix It
A sizeable IRS tax penalty for failure to take an …Read More »Estate Planning Awareness Week: The Importance to You and Your Family of Having an Estate Plan
The third week of October is National Estate Planning Awareness …Read More »Myths We Tell Ourselves About Estate Planning
Estate planning can be a very difficult process. Making the …Read More »Can I Make a Video Will?
Easy access to a quality camera has led many people …Read More »Funeral Planning: How a Remembrance and Services Memorandum Can Help
More and more people are including funeral planning as part …Read More »Planning for Your Automobile
Help lessen the stress on your loved ones by making …Read More »Can I Refuse an Inheritance?
Why would anyone want to refuse an inheritance? Although it …Read More »The ABCs of RLTs
You may have heard of a revocable living trust (RLT), …Read More »Discretionary Trusts – How to Protect Your Beneficiaries from Bad Decisions and Outside Influences
Although leaving your hard-earned assets outright to your children, grandchildren, …Read More »Sometimes, Two Heads Are Better Than One
Many people select a single fiduciary to manage their affairs. …Read More »What Could the SECURE Act Mean For You?
The SECURE Act, Setting Every Community Up for Retirement Enhancement …Read More »Happy 18th Birthday! Now What?
Now that you are an adult, it is time to …Read More »Lifetime QTIP Trusts – The Gift That Keeps Giving
Estate planning for married couples can be tricky when one …Read More »Can I Make Estate Plans Without My Spouse?
While it’s certainly possible to begin the estate planning process …Read More »The Role of an Agent Under a Power of Attorney: A Primer
For most people, the phrase “power of attorney” means very …Read More »Financial Powers of Attorney
The wealth, property, and investments we accrue over a lifetime …Read More »Estate Planning Is Not Just About Money
It is a common misconception that financial management and estate …Read More »Caution: Your Traditional Asset Protection Plan Is Set Up to Fail
Asset protection planning is the positioning or repositioning of assets …Read More »When Equal Isn’t Necessarily Fair
Equality is a noble concept and one many people turn …Read More »Estate Planning for Rental Property Owners
If you have a home or other rental property that …Read More »Loan, Gift, or Advancement: Why the Classification Matters
The intent behind the transfer of the money is key …Read More »Estate Planning Is More Than Just Death Planning
While one major benefit of estate planning is to provide …Read More »4 Tips for Avoiding a Will or Trust Contest
A will or trust contest can derail your final wishes, …Read More »What Is a Discretionary Trust?
Sometimes giving assets outright to a beneficiary – such a …Read More »Stress Test Your Estate Plan
Estate plans should be like living, breathing creations that reflect …Read More »Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup!
Estate planning is not a static event that you can …Read More »Is Your Estate Plan as Stale as Last Week’s Ham Sandwich? 5 Reasons to Update Your Estate Plan
Posted by: The Life and Legacy Planning Group Estate plans …Read More »What to Do with the Family Heirlooms and Keepsakes
A comprehensive estate plan that considers all assets – including …Read More »Is a delayed inheritance really an enhanced inheritance?
Without specific guidance from you, money that is left outright …Read More »Four Estate and Legacy Planning Tips for the Suddenly Wealthy
Receiving a large sum of money can be very exciting …Read More »An Easy Three-Step Review for Your Estate Plan “Helpers”
While putting together an estate plan is important for you …Read More »What to Do When Your Doctor Says to “Get Your Affairs in Order”
Five words no one ever wants to hear from their …Read More »Estate Planning Tips for Someone Who Is About to Go in for Major Surgery
Getting the news that you have to undergo major surgery …Read More »Four Common Myths about Estate Planning
Trusts are not just for the wealthy: In states that …Read More »Is now the time to remodel your old trust?
There are several reasons why you should update your existing …Read More »Are Any of These 11 Mistakes Lurking in Your Estate Plan?
Are Any of These 11 Mistakes Lurking in Your Estate …Read More »Wills, Trusts & Dying Intestate: How They Differ
Many of us don’t take the steps to have an …Read More »5 Steps for Coordinating Plans Across Generations
Intergenerational estate planning is important. This type of planning is …Read More »3 Liability Planning Tips for Professionals
Liability insurance, exemption planning, and business entities should be used …Read More »How is a corporate trustee different?
The duties of a trustee are many, as a trustee …Read More »Estate Planning: Why Me, Why Now, and Is a Will Enough?
You are neither too young nor too poor to engage …Read More »The Silent Threat to Your Estate Plan
Many often forget that changes in family dynamics and circumstances …Read More »Wills v. Trusts: A Quick & Simple Reference Guide
While some of the differences between wills and trusts are …Read More »Consider “Micro” Estate Planning in the New Year
As with traditional estate plans, “micro” estate planning can help …Read More »The Silent Threat to Your Estate Plan
What many often forget is that changes in family dynamics …Read More »Murphy’s Law and Estate Planning
As the old adage goes “anything that can go wrong, …Read More »Planning on Giving Money this Holiday Season? 5 Things to Consider
While gifting may be the right thing to do, it …Read More »Your 5 Task Year-End Estate Planning To-Do List
The end of the year can be a stressful time …Read More »Three Tips for Talking About Your Estate Plan During the Holidays
While discussing estate planning needs can be straightforward and simple, …Read More »Caution: Creditors Now Have Easy Access to Inherited IRAs
Inherited retirement accounts do not have asset protection, meaning they …Read More »Trusts – The Swiss Army Knife of Estate Planning
Trusts are a foundational estate planning tool with a solid …Read More »The More You Know: Reverse Mortgages & Estate Planning
Even if a reverse mortgage is right for your circumstances, …Read More »Your 2018 Taxes – Get Started Now
While the end of the year is not quite here …Read More »Estate Planning Considerations for Benefits Open Enrollment
When considering any retirement plan offered through your employer such …Read More »Why Receiving an Inheritance Changes Your Estate Plan
An inheritance can be used up faster than you would …Read More »What Estate Planning Awareness Means For You
The third week of October is National Estate Planning Awareness …Read More »How to Successfully Make a “Large” Gift to Your Children or Grandchildren
If you are able to articulate the goals and hopes …Read More »Do Your Parents Have an Estate Plan?
If you find yourself in the “sandwich generation” (someone who …Read More »Your Fall “Legal Affairs” Checklist
Posted by: The Life and Legacy Planning Group With the …Read More »Big “Life Changes” Often Mean Big “Estate Plan Changes”
Posted by: The Life and Legacy Planning Group Many people …Read More »Cryptocurrency and Estate Planning: What You Need to Know
If you own cryptocurrency -- or are thinking about investing …Read More »Should your child’s guardian and trustee be the same person?
Although there is no substitute for you as a parent, …Read More »How to Pick a Trustee, Executor, and Agent Under a Power of Attorney
When you pick trustees, executors, and agents in your estate …Read More »Five Considerations When Selecting a Guardian for Your Children
Because a guardian plays such an important role in your …Read More »Retirement Planning for Business Owners
Posted by: The Life and Legacy Planning Group For many …Read More »What to Do with Your Beloved Collection
Posted by: The Life and Legacy Planning Group Whether your …Read More »Legal Considerations When Getting Your New College Student Ready to Go
Posted by: The Life and Legacy Planning Group If you …Read More »Legal Considerations When Getting Your New College Student Ready to Go
Before your kids leave for college, have a frank conversation …Read More »Digital Afterlife: An Estate Plan For Your Facebook Account
While the internet has made our lives easier by allowing …Read More »3 Tips For Every New Homeowner
Posted by: The Life and Legacy Planning Group Congratulations on …Read More »One Call You Must Make After You Buy a Home – That You’ve Probably Forgotten
Posted by: The Life and Legacy Planning Group During the …Read More »Joint Tenancy Pitfalls: The ‘Simple’ Fix that Can Leave Your Family Broke
Posted by: The Life and Legacy Planning Group There are …Read More »The Biggest Threats to Successful Estate Planning
Posted by: The Life and Legacy Planning Group Poor estate …Read More »Financial Planning. Tax Planning. Legacy Planning. Estate Planning – How many plans do I need?!
Posted by: The Life and Legacy Planning Group Most folks …Read More »Why Not Just Go on NoloⓇ and Create Your Own Estate Planning Documents Cheaply?
Posted by: The Life and Legacy Planning Group There are …Read More »How to Fix 5 Common Estate Planning Problems
Posted by: The Life and Legacy Planning Group Not surprisingly, …Read More »The One Thing Every New Grandparent MUST Do As Soon as Possible
Posted by: The Life and Legacy Planning Group Congratulations on …Read More »Beneficiary Designations and a Blended Family: Why You Need to Think Before You Sign
Posted by: The Life and Legacy Planning Group Whether you …Read More »Estate Planning When Not All of Your Kids are in the Family Business
Posted by: The Life and Legacy Planning Group Owning your …Read More »Roth IRA conversions after tax reform . . . still a good idea?
Posted by: The Life and Legacy Planning Group Twenty years …Read More »Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning
In the event of your untimely death, the manner in …Read More »Estate Planning for People Living Together, Bachelors, and Bachelorettes
Posted by: The Life and Legacy Planning Group Approximately half …Read More »Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves
Posted by: The Life and Legacy Planning Group Baby boomers: …Read More »How Estate Planning Can Help You Dream About Your Future
Posted by: The Life and Legacy Planning Group A dream …Read More »What Happens to Your Student Loan Debt When You Die?
Posted by: The Life and Legacy Planning Group There are …Read More »Small Business Owner? Know What Can Happen to Your Business If You Become Incapacitated or Pass Away
Posted by: The Life and Legacy Planning Group Preparing your …Read More »Who Should I Pick to be Successor Trustee?
Posted by: The Life and Legacy Planning Group When you …Read More »What Do Successor Trustees and Executors Do?
Posted by: The Life and Legacy Planning Group Executor’s Duties …Read More »Are Payable-On-Death Accounts Right For You?
Posted by: The Life and Legacy Planning Group A payable-on-death …Read More »Why Your Estate Planner Needs to Know If You’ve Lent Money to Family
Posted by: The Life and Legacy Planning Group Many children …Read More »Debt After Death: Why You Should Think About It When Estate Planning
Posted by: The Life and Legacy Planning Group If you …Read More »How Your Health Savings Account (HSA) Works with Your Estate Plan
Posted by: The Life and Legacy Planning Group If you’re …Read More »Organizing for Tax (and Estate Planning) Season
Posted by: The Life and Legacy Planning Group It’s the …Read More »What to Expect from Estate Planning in 2018
Posted by: The Life and Legacy Planning Group 2017 is …Read More »Why a Spendthrift Trust Can Be a Great Solution for Your Heirs
Posted by: The Life and Legacy Planning Group There are …Read More »There’s Never A Better Time Than Now To Get Your Affairs in Order
Posted by: The Life and Legacy Planning Group The idea …Read More »Gift Giving the Tax-Free Way
Posted by: The Life and Legacy Planning Group Although it’s …Read More »Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent
Posted by: The Life and Legacy Planning Group There is …Read More »How to Share Family History and Heirlooms with Your Estate Plan
Posted by: The Life and Legacy Planning Group The best …Read More »Do You Own Rental Property? How Proactive, Comprehensive Estate Planning Can Help
Posted by: The Life and Legacy Planning Group A comprehensive …Read More »Does My Estate Plan Need to Include My Vacation Property?
Posted by: The Life and Legacy Planning Group Yes! If …Read More »Can You Bequeath Your Frequent Flyer Miles?
Posted by: The Life and Legacy Planning Group If you’re …Read More »How Long Should You Keep Important Documents
Posted by: The Life and Legacy Planning Group In a …Read More »IRAs, Annuities and Guardianship: Providing for Your Minor Children after You Die
Posted by the Life and Legacy Planning Group Deciding on …Read More »Planning for the Future Without A Crystal Ball
Posted by: The Life and Legacy Planning Group Creating a …Read More »It’s National Estate Planning Awareness Week 2017
Posted by the Life and Legacy Planning Group Because Congress found …Read More »How Does My Annuity Fit Into My Estate Plan?
Posted by: The Life and Legacy Planning Group Selecting the …Read More »How Does an IRA Fit Into Your Estate Plan?
Posted by: The Life and Legacy Planning Group When you …Read More »New Baby? Time to Create Your Estate Plan
Posted by: The Life and Legacy Planning Group Estate planning …Read More »How a Living Trust Helps Your Family
Posted by: The Life and Legacy Planning Group There are …Read More »Estate Planning For the Newly Married
Posted by: The Life and Legacy Planning Group Now is …Read More »If I Don’t Have an Estate, Do I Really Need an Estate Plan?
Posted by: The Life and Legacy Planning Group You don’t …Read More »4 Estate Planning Steps You Must Take After the Death of a Spouse
Posted by: The Life and Legacy Planning Group When a …Read More »Estate Planning: Why Me, Why Now, and Is a Will Enough?
Posted by: The Life and Legacy Planning Group You have …Read More »The Perils of Joint Property
Posted by: The Life and Legacy Planning Group People often …Read More »Do You Really Need a Trust?
Posted by: The Life and Legacy Planning Group Although many …Read More »You May Not Think You Need a Will, But You Really Do
Posted by: The Life and Legacy Planning Group Most Americans …Read More »Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?
Posted by: The Life and Legacy Planning Group Many people …Read More »Tips for Working with a Law Firm — Get the Most Out of Your Work with Your Lawyer
Posted by: The Life and Legacy Planning Group When you …Read More »How You and Your Family Can Benefit From Late Portability Election
Posted by: The Life and Legacy Planning Group The concept …Read More »Why It’s a Good Time to Set Your Kids Up for Success
Posted by: The Life and Legacy Planning Group It can …Read More »Money Isn’t Everything in Estate Planning – How to Pass Your Stories and Values to the Future Generations
Posted by: The Life and Legacy Planning Group Money may …Read More »Estate Planning for Military Families
Posted by: The Life and Legacy Planning Group Although Memorial …Read More »3 Ways Your Trust Can Help a Loved One With Mental Illness
Posted by: The Life and Legacy Planning Group When a …Read More »Don’t Just Leave an Inheritance; Leave a Legacy
Posted by: The Life and Legacy Planning Group You come …Read More »The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both
Posted by: The Life and Legacy Planning Group According to …Read More »Integrating a Community Property Trust Into Your Estate Plan
Posted by: The Life and Legacy Planning Group A well-crafted …Read More »Life Events That Require an Immediate Estate Plan Update
Posted by: The Life and Legacy Planning Group Estate planning …Read More »3 Ways NOT to Leave an Inheritance for Your Children
Posted by: The Life and Legacy Planning Group Estate planning …Read More »Does a Dynasty Trust Make Sense for Your Family
Posted by: The Life and Legacy Planning Group Earlier this …Read More »Safeguarding Your Estate Plan Against Three Worst-Case Scenarios
Posted by The Life and Legacy Planning Group Even with …Read More »Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
Posted by: The Life and Legacy Planning Group One misconception …Read More »How You Can Build an Estate Plan that Includes Asset Protection
Posted by: The Life and Legacy Planning Group Much of …Read More »5 Reasons to Embrace the Emotional Side of Estate Planning
Posted by: The Life and Legacy Planning Group When you …Read More »How Adding a Trust Protector Can Help You and Your Family
Posted by: The Life and Legacy Planning Group You probably …Read More »Do It Now – Name a Guardian for Your Minor Children
Posted by: The Life and Legacy Planning Group We know …Read More »5 Reasons to Protect Your Retirement Accounts Now
Posted by: The Life and Legacy Planning Group During your …Read More »New Legislation Could Mean the End of Estate and GSTT Taxes
Posted by: The Life and Legacy Planning Group On January …Read More »How to Pick a Fiduciary
Posted by: The Life and Legacy Planning Group While the …Read More »Passing on a Legacy, Instead of Just Stuff
posted by: The Life and Legacy Planning Group Successful estate …Read More »Revocable Trust vs. Irrevocable Trust: Which Do You Need
Posted by: The Life and Legacy Planning Group Trusts allow …Read More »Why Factoring Long-Term Care Into Your Estate Plan Pays Off
Posted by: The Life and Legacy Planning Group For most …Read More »Impacts of the Trump Presidency on Estate Planning: Your Quick Guide
Posted by: The Life and Legacy Planning Group Impacts of …Read More »Why Your Estate Planning Project Must Morph into a Process
Posted by: The Life and Legacy Planning Group Many people …Read More »10 Types of Trusts: A Quick Look
Posted by: The Life and Legacy Planning Group Considering the …Read More »Talking About Estate Planning In The New Year
Posted by: The Life and Legacy Planning Group As 2016 …Read More »What To Do When a Disability Throws Your Estate Plan Into Chaos
Posted by: Life and Legacy Planning Group As poet Robert …Read More »Don’t Leave Your Trust Unguarded – 6 Key Ways a Trust Protector Can Help You
Posted by: The Life and Legacy Planning Group Trust Protectors …Read More »3 Reasons You Want to Avoid Probate
Posted by: The Life and Legacy Planning Group When you …Read More »Updating Your Revocable Trust: How Many “Tweaks” Are Too Many?
Posted by: The Life and Legacy Planning Group If your …Read More »Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, Too
Posted by: The Life and Legacy Planning Group If you …Read More »3 Famous Pet Trust Cases and the Lessons We Can Learn from Them
Posted by: The Life and Legacy Planning Group Not long …Read More »3 Tips for Overwhelmed Executors
Posted by: The Life and Legacy Planning Group While it …Read More »3 Celebrity Probate Disasters and Lessons to Learn from Them
Posted by: The Life and Legacy Planning Group With all …Read More »Your Estate Planning Binder: Tips for Proper Care and Maintenance
Posted by: The Life and Legacy Planning Group You finally …Read More »Did you Include Your Grandkids in Your Will? 5 Tips to Avoid Common Problems
Posted by: The Life & Legacy Planning Group As we …Read More »5 Things Every New Mother Needs to Know About Wills
Posted by: The Life & Legacy Planning Group As a …Read More »5 Mistakes Made by Successor Trustees (and How to Prevent Them)
Posted by: The Life & Legacy Planning Group When establishing …Read More »Want to Give the Kids an Early Inheritance? 4 Things to Consider
Posted by: The Life & Legacy Planning Group If you’re …Read More »New Estate Tax Law Changes Coming!
By: Brett Dale On August 4, the Treasury Department issued …Read More »Your Cyber Legacy: 3 Tips for Your Digital Assets
Posted by: The Life & Legacy Planning Group There’s an …Read More »Stress Test Your Estate Plan
So you’ve done the hard work of establishing an estate …Read More »What These 4 Famous Estate Planning Debacles Can Tell You About Proper Planning
Posted by: Heinz Brisske These four celebrity estate planning fiascos …Read More »Digital Assets
Posted by: Heinz Brisske An article in Technology Fox News is a …Read More »Tax Reform
Posted by: Heinz Brisske With the onset of a new …Read More »It’s Time for the Holidays and RMDs
By: Beth M. Cwik The holidays are here and the …Read More »The Future of the Estate Tax
Posted by: Heinz Brisske It has become a bit easier …Read More »Top Ten Tax Friendly States for Retirees
Posted by: Heinz Brisske Kiplinger conducted an analysis of the …Read More »Make a New Year’s Resolution to Review Your Estate Plan in 2015
by: Heinz Brisske An article in JDSupra Business Advisor caught …Read More »Focus on Estate Tax May Be Misplaced
Posted by: Heinz Brisske In a recent issue of The National …Read More »The ABCs of Beneficiary Designations
Posted by: Heinz Brisske Earlier this year, I posted comments …Read More »Failure to Designate Beneficiary Correctly Leads to Unintended Result
Posted by: Heinz Brisske On the heels of my post …Read More »Illinois General Assembly Replaces Health Care Power of Attorney with New Form
Posted by: Heinz Brisske On May 30, 2014, the Illinois …Read More »The Internet and Your Estate
Posted by: Joanne Brown Digital access is such an important part …Read More »Keep Your Beneficiary Designations Up-to-Date
Posted by: Heinz Brisske When was the last time you …Read More »No Tax Incentive to Make Gifts
Posted by: Heinz Brisske In a recent article, the Wall Street Journal …Read More »Obama Estate Tax Budget Proposal
Posted by: Heinz Brisske President Obama’s proposed budget revises two “permanent” …Read More »Don’t Repeat Philip Seymour Hoffman’s Estate Planning Mistakes
Posted by: Heinz Brisske Lately, it seems that every time a …Read More »Four Legal Documents Everyone Must Have
Posted by: Heinz Brisske We have long advocated the importance of …Read More »GOP Introduces Tax Repeal Bill
Posted by: Heinz Brisske Both Senator John Thune (R – S.D.) …Read More »Hugette Who? Preventing a Battle Over Your Estate
Posted by: Katie May Beyonce Knowles / Dale Jr. / Al …Read More »Frequent Flier Miles Don’t Have to Die with You
Posted by: Heinz Brisske The Chicago Tribune reports that each year …Read More »Tax Freedom Day
Posted by: Heinz Brisske Each year since 1990 the Tax Foundation …Read More »How to Leave Assets to Minor Children
Posted by: Heinz Brisske Every parent wants to make sure their …Read More »Fiscal Cliff Gift and Estate Tax Compromise
Posted by: Heinz Brisske The fiscal cliff “compromise” hammered out over …Read More »Negotiations Continue on Fiscal Cliff
Posted by: Heinz Brisske On Friday afternoon, December 28, President Obama …Read More »Give the Gift of Holiday Memories Made
Posted by: Katie May The holiday season is upon us! Family …Read More »Continued Stalemate on Fiscal Cliff
Posted by: Heinz Brisske In response to Treasury Secretary Timothy Geithner’s …Read More »Administration Proposes $1.6 Trillion Tax Increase
Posted by: Heinz Brisske House Ways and Means Committee Chairman Dave …Read More »Avoiding the Fiscal Cliff
Posted by: Heinz Brisske On Nov. 16, President Obama met with …Read More »100+ CEOs Support Bipartisan Budget Solution
Posted by: Heinz Brisske It is unusual for a bipartisan group …Read More »The Best Way to Initiate an Estate Planning Engagement
Posted by: Heinz Brisske First of all, you need to understand …Read More »Estate Planning Check-Up
Posted by: Heinz Brisske Congratulations on making some difficult decisions, designing …Read More »The Fiscal Cliff
Posted by: Heinz Brisske As I am sure you are all …Read More »Planning for the Golden Years
Posted by: Katie May People of all ages need to have …Read More »Protecting Minor Children
Posted by: Katie May From the moment a child is born, …Read More »College Preparation Checklist
Posted by: Katie May Imagine the emotions of a child about to …Read More »Family Legacy More Important than Personal Wealth
Posted by: Heinz Brisske Family Legacy is More Important than Personal Wealth, …Read More »5 Estate Planning Tasks That You Shouldn’t Put Off
Posted by: Heinz Brisske Christine Benz, writing for Morningstar, urges readers to …Read More »Whitney Houston: Estate Planning Lesson
Posted by: Heinz Brisske The premature death of pop star Whitney …Read More »The Importance of Advance Medical Directives
Posted by: Heinz Brisske Estate Planning involves not only the distribution …Read More »Rumors of Estate Tax Increase by Super Committee
Posted by: Heinz Brisske Rumors have been widespread that the Super …Read More »Planning for Loved Ones
Posted by: Heinz Brisske We’re hearing a lot about how Michael …Read More »The Super Committee’ Position on the Estate Tax
Posted by: Heinz Brisske On November 7, 2011, Linda Beale, in …Read More »