I Found Cash In My Dad’s Closet- Here’s What You Should Know

By |2025-04-18T09:06:56-05:00April 18th, 2025|Blog, Estate Planning, Estate Planning|

When my father passed away a few years ago, my family and I gathered at his home to start the difficult process of sorting through his belongings. Between the photo albums, old love letters to my mom, and vintage Cubs memorabilia, we found something no one expected — a shoebox filled with cash. At [...]

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Why Estate Planning Isn’t Just for Retirement—It’s for Right Now

By |2025-04-11T10:39:37-05:00April 11th, 2025|Blog, Business Structure, Estate Planning, Estate Planning, Small Business, Tax Law, Tips|

Too many high-earning professionals and business owners think of estate planning as something to do “someday”—after retirement, after the kids are grown, after things slow down. But life doesn’t always wait for the perfect moment. Whether you’re running a practice, growing a business, or building generational wealth, the decisions you make today will shape [...]

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How to Build Generational Wealth (Without Winning the Lottery)

By |2025-04-04T11:23:05-05:00April 4th, 2025|Blog, Estate Planning, Estate Planning|

When I was a kid, my grandparents had a phrase they loved to throw around: "Shirtsleeves to shirtsleeves in three generations." At the time, I figured it was just one of those old-timey sayings like "Don't count your chickens before they hatch" or "Don't touch the thermostat." But as an estate planning attorney in [...]

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What Happens Without an Estate Plan?

By |2025-03-27T12:11:12-05:00March 27th, 2025|Blog, Estate Planning, Estate Planning|

You’ve worked hard to build a life of success and security for your family. But without an estate plan, everything you’ve built could be left vulnerable—leading to stress, legal battles, and uncertainty for the people you love most. What Happens Without an Estate Plan? Imagine this: A successful business owner suddenly passes away, leaving [...]

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When Should You Get a Will?

By |2025-03-14T09:56:59-05:00March 14th, 2025|Blog, Estate Planning, Estate Planning|

A will is one of the most important legal documents you can have, yet many people delay creating one. If you have significant assets, a blended family, or a professional license, having a comprehensive estate plan is essential to protect your legacy and your loved ones. Here’s when you should consider getting a will. [...]

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Estate Planning Mistakes That Cost High Earners Millions—And How to Avoid Them

By |2025-03-07T10:13:25-06:00March 7th, 2025|Blog, Estate Planning, Estate Planning|

For high-net-worth individuals, estate planning is more than just drafting a will—it’s a strategic process that ensures your wealth is preserved, protected, and passed on according to your wishes. Unfortunately, even the wealthiest individuals make costly estate planning mistakes that can lead to unnecessary taxes, legal disputes, and financial losses for their heirs. Here [...]

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Spring Cleaning Your Estate Plan

By |2025-02-28T10:27:22-06:00February 28th, 2025|Blog, Estate Planning, Estate Planning|

As the flowers bloom and the days grow longer, many of us take this time to refresh our homes, clear out clutter, and start anew. But spring cleaning shouldn’t just apply to your home—it’s also the perfect opportunity to review and update your estate plan. Just like maintaining your property, ensuring that your estate [...]

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Things Your Kids Don’t Want to Inherit

By |2025-02-21T09:14:53-06:00February 21st, 2025|Blog, Estate Planning, Estate Planning|

As a high-net-worth individual, you’ve worked hard to build wealth and acquire valuable assets. But have you ever stopped to consider whether your children actually want to inherit everything you plan to leave behind? While sentimental items and financial security are often appreciated, many heirs find themselves overwhelmed by burdensome assets, outdated possessions, and [...]

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Show Your Love This Valentine’s Day with Estate Planning

By |2025-02-14T10:51:14-06:00February 14th, 2025|Blog, Estate Planning, Estate Planning|

Valentine’s Day is all about showing love to those who matter most to you. While flowers and chocolates are classic tokens of affection, consider going the extra mile this year by planning for your loved ones' future through comprehensive estate planning. As a trusted estate planning attorney serving Libertyville, IL, and the greater Lake [...]

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Essential Estate Planning Documents for Illinois Residents

By |2025-02-07T09:26:13-06:00February 7th, 2025|Blog, Estate Planning, Estate Planning|

Estate planning is vital for everyone, regardless of age or financial status. Illinois law clearly outlines key documents that residents should have in place to protect their assets and ensure their wishes are honored. Proactively creating these documents can save your loved ones significant stress and confusion in the future. Essential Estate Planning Documents [...]

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