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Ensure Your Trust and Homeowner's Insurance Work Together

Trusts and Insurance: The Overlooked Detail That Could Cost You Your Home

In this week's blog article we are addressing an often overlooked, but critical step for anyone who has created a trust. If you have created a trust and haven't updated your homeowner's insurance policy, this week's blog article is a must read.
Oakbrook Illinois end of life planning and estate planning

A Guide to Start End-of-Life Planning

This week, we've decided to highlight Dr. David Eifrig's Health and Wellness Bulletin Guide to Start End-of-Life Planning, where he provides a list of six key questions to ask yourself about how you want to spend your last days.
Downers Grove probate lawyer

How to Choose the Right Executor

Choosing the right executor ensures that your estate is managed effectively, minimizing conflicts and providing peace of mind for your loved ones.
Navigating Divorce with Respect: A Healthier Path Forward

Navigating Divorce with Respect: A Healthier Path Forward

In honor of Divorce with Respect Week, observed from March 3 to 9, 2025, this week we are exploring seven strategies for Illinois' families to navigate the difficult process of divorce in a much healthier and constructive manner.
Downers Grove Illinois Corporate Transparency Act

CALLING ALL BUSINESS OWNERS: The Corporate Transparency Act — BOI Reporting Requirements Back — For Now

If you are a business owner in Illinois, you need to know what your obligations are under the Corporate Transparency Act (CTA) and the filing requirements with FinCen before March 21, 2025, or you may face up to $500 a day in fines and penalties.
This Valentine's Day, Show Your Finances Some Love - Part 2

14 Ways to Show Your Finances Some Love This Year – Part 2

As the month of love begins to draw to a close, we decided to celebrate Valentine’s Day in the month of February the only way we know how. Over two weeks, we have focused on the love we show ourselves, our families, and our financial future through smart financial planning. In Part 2 of this series, we will be exploring the final seven financial strategies to secure your family’s financial future and set your family up for success.
This Valentine's Day - Show Your Finances Some Love

Show Your Finances Some Love in 2025 – Part 1

As we celebrate Valentine's Day in the month of February, over two weeks we decided to to focus on the love we show ourselves, our families, and our financial future through smart financial planning. In Part I, we will be exploring seven financial strategies to consider to not only secure your family's future, but also to spread love and generosity to your community.
Do You Really Need Life Insurance and if so, which policy is right for you

FINDING THE BEST LIFE INSURANCE POLICY TO PROTECT YOUR FAMILY’S FUTURE

Life insurance is a critical financial planning tool for protecting your loved ones, but can feel overwhelming for most. In this week's blog article we explore how to gain the confidence and knowledge to choose the right plan and advisor that will align with your family's needs and financial goals.
National Unclaimed Property Day February 1

Avoiding Unclaimed Property: How Smart Estate Planning Protects Your Assets

Every year on February 1st, we observe National Unclaimed Property Day—a reminder of the staggering $70 billion in forgotten and abandoned assets. How can you ensure that your money doesn't end up in the coffers of your State Treasurer?
Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership

Estate Planning Strategies to Maximize FAFSA Financial Aid Eligibility

If you'd like to explore actionable strategies to navigate the financial aid process and FAFSA to significantly increase financial aid eligibility, check out this week's blog article.

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