• Posted on June 27, 2018

    At the January 24, 2015 DuPage County Bar Association Mega Meeting, Huck Bouma attorney, Katie May, (together with attorneys Carol Nolan and Cynthia Hutchins), will be presenting the program entitled, Estate Planning & Elder Law Special Situations: Case Studies of Autism and Dementia.  This program will be held at the Sheraton™ Lisle Hotel.


  • Posted on May 15, 2018

    How Remodeling a Client Trust Can Retain Assets Under Management while Saving Clients Money Posted by:  The Life and Legacy Planning Group It’s a common misconception that clients can take a set-it-and-leave-it approach to trusts.  Much as houses or office buildings, even those that were originally well-built, must be remodeled or updated from time to […]


  • Posted on February 15, 2018

    In December 2017, Congress passed, and President Trump signed a sweeping tax reform bill commonly known as the Tax Cuts and Jobs Act. This new Act contains several significant changes that will impact your clients and their estate planning. Estate Tax Changes Starting January 1, 2018, the estate, gift, and generation-skipping transfer (GST) tax exemptions […]


  • Posted on February 15, 2018

    How to Keep Family Squabbles from Undermining Estate Plans Family discord that results in a will or trust contest can be costly, time-consuming, and emotionally painful for your client’s family. For you, the advisor, this disharmony usually leads to severely damaged relationships and a loss of assets under management. It’s important to keep a close […]


  • Posted on September 25, 2017

    One in three Americans do not get enough sleep, and 45% of the remaining world’s population doesn’t either. The US Centers for Disease Control and Prevention calls that a “public health problem,” because disrupted sleep is associated with a higher risk of physical and mental conditions including diabetes, stroke and cardiovascular disease. There is evidence […]


  • Posted on December 24, 2016

    Posted by:  Tom Christensen The Illinois Appellate Court recently held a mechanics lien invalid based upon non-compliance with the Illinois Mechanics Lien Act, despite the fact that the non-compliance was strictly technical and caused no prejudice to the property owner. In Cityline Construction v. Roberts, the plaintiff was a builder who sought to foreclose a […]


  • Posted on November 7, 2016

    A Health Care Power of Attorney, also called a Health Care Proxy or Durable Power of Attorney for Health Care, lets you give legal authority to another person (a proxy or agent) to make decisions about your health care if you are unable to make them yourself. This prevents the courts from getting involved if […]


  • Posted on October 10, 2016

    Posted by:  Cindy Tolan A growing number of Medicare beneficiaries receive their care through HMOs and PPOs, known as Medicare Advantage plans. Yet little is known about the size and scope of the provider networks available to them, and participants can face significant expense if treated by an out-of-network provider. A new study from the […]


  • Posted on October 3, 2016

    Posted by:  Jennifer A. Johnson  With the election inching closer every day, voters are starting to pay more attention to the issues. Of great concern to millions of retirees is what the candidates’ plans are for Social Security and Medicare, and their positions on home health care. Here is a brief summary of what we […]


  • Posted on September 26, 2016

    Posted by:  Cynthia Tolan Millions of workers struggle to save for retirement in part because it isn’t easy enough to open an account or to have the money automatically deducted from their paychecks. But they could soon find themselves with more options. The Labor Department recently unveiled a rule that should make it easier for States to launch […]