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 [...]
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 [...]
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 [...]
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 [...]
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. [...]
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 [...]
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items and financial security are often appreciated, many heirs find themselves overwhelmed by burdensome assets, outdated possessions, and [...]
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 [...]
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 [...]
Creating a comprehensive estate plan is a vital step toward ensuring your wishes are carried out and your loved ones are taken care of after you’re gone. However, equally important is knowing how and where to store these critical documents. Proper storage and accessibility are key to effective estate planning. Here are three steps [...]
