Updates, News and Reminders

A family vacation can change in an instant. Read why one real-life story reinforced the importance of having an estate plan before you travel.

Estate planning is not just for retirement. For first responders, it’s something that should be done early and done right.

Scams from AI-generated human voice calls from your bank, app refunds from Zelle and PayPal, and subscription renewals are increasing

Whether you are a new parent, have a growing family, or are a grandparent, now is a good time to protect children’s financial resources

Knowing whether you are subject to estate taxes or if your estate must go through probate can significantly impact your family.

The Spendthrift Clause is an important and integral component of your Living Trust. This clause protects future Trust benefits from most creditors and spouses, as well as limiting how the beneficiary can reach assets. This provision helps protect a beneficiary who may not be the most financially responsible, for one reason or another. The beneficiary … Continue reading Spendthrift Clause

Possible repeal of federal mandate to pursue families and estates for repayment of Medicaid

It is often shocking to discover how vulnerable your most valuable asset is to being lost. Yet, a few simple, inexpensive asset protection steps can protect your home.

Cybercrimes are projected to increase by 15% annually and rise to an annual cost of $10.5 trillion in 2025.

Securing your legacy and protecting loved ones begins with strategic estate planning. In Illinois, as in many states, specific laws and regulations govern the distribution of the deceased’s estate. Whether you have a complex portfolio or a simpler set of assets, understanding these legal nuances is essential to ensure your assets are managed and distributed … Continue reading Protecting Your Assets: What Are the 5 Components of Estate Planning?