Updates, News and Reminders
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        Scams to Watch Out For
Scams from AI-generated human voice calls from your bank, app refunds from Zelle and PayPal, and subscription renewals are increasing

        Protecting Children’s Financial Resources
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

              Estate Taxes, Probate, and Trusts
Knowing whether you are subject to estate taxes or if your estate must go through probate can significantly impact your family.

Small Estate Affidavit Increase
The Illinois Senate passed Bill SB0083, which increases the Small Estates Affidavit limit for estate property to $150,000

A Trust is Much More Than Estate Protection
Successor Trustee and Agent changes are a few critical changes to note in 2025 for your estate planning.

Successor Trustee and Agent Changes
Successor Trustee and Agent changes are a few critical changes to note in 2025 for your estate planning.

Nursing Home Primary Support Person
Possible repeal of federal mandate to pursue families and estates for repayment of Medicaid

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

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

Cybercrime: 2024, how are you vulnerable?
Cybercrimes are projected to increase by 15% annually and rise to an annual cost of $10.5 trillion in 2025.


