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Family, Wealth & Legacy Legal Solutions

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Happy New Year, 2024-2025

Are You & Your Estate Plan Ready For What May Be Coming in 2025?
While retirement policy is always in flux, the outlook shaping up for 2025 is particularly dynamic.
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Gift Giving

Building a Legacy Through Charitable Giving
The desire to make a difference doesn't end when we're gone. For many people, incorporating charitable giving into their estate plan makes them feel warm and fuzzy, while supporting the causes that are most near and dear to their heart. Yet, if done strategically, charitable giving can provide tax benefits for loved ones and begin building a lasting legacy for families.
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Downers Grove estate planning

Safeguard Your Future: Downers Grove Estate Planning for Wealth and Asset Protection
Estate planning is crucial and beneficial in many ways. If done properly, it will get you more financially organized than you've ever been before by documenting all your assets and designing a way to protect your families wealth — from real estate, bank accounts, investments and business interests to personal items, like family heirlooms.
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Thanksgiving Tips and Traditions Estate Planning Downers Grove Illinois

Thanksgiving Tips & Traditions That Will Help Shape The Future of Your Family’s Legacy
Thanksgiving offers a meaningful opportunity to reflect on your family’s legacy and start conversations that can shape your family’s future for generations to come. This year, as you gather to celebrate, please consider some tips and traditions from an estate planning and family law attorney, so you can set the stage to go beyond the meal, or political argument, and try to get to the heart of what matters most — your family’s history, stories, values, and legacy.
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Do You Really Need a Lawyer to Draft Your Will?

Do You Really Need a Lawyer to Draft Your Will?
Creating a Will is a crucial step in ensuring your loved ones are taken care of after you’re gone. With the rise of online platforms promising fast and affordable solutions to prepare your legal documents, you might wonder whether you can skip the lawyer altogether. In this Article, we're exploring important questions to ask yourself to determine if professional guidance is the better option to protect your family.
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family around a table. share intentions, set aside time, share your experience, speak from the heart

How to Talk Money & Long-Term Planning With Your Family Over the Holidays
The holidays are a time to gather, reflect, and connect with loved ones. They’re also a unique opportunity to have important conversations—like how your family wants to plan for the future. In today's blog article, you'll find three strategies to help you navigate discussing the touchy subjects of estate planning, healthcare and long-term financial goals with family in a practical way to ensure everyone is on the same page.
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Don't wait for a crisis to do your Naperville estate planning

Estate Planning in Naperville: Why Waiting Could Cost Your Family Peace of Mind
Create an estate plan before a health crisis to ensure that your wishes are respected and reduce stress for your loved ones. It's especially important to talk with aging parents about their estate planning to ensure the family's future is secure. It happened to my family and the last thing I want is for it to happen to yours.
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What Can we Learn from Shelley Duvall

The Shining – Shelley Duvall’s Legacy: Key Estate Planning Lessons from Her Life and Passing
Shelley Duvall, famous for her role in The Shining recently passed away at 75. Her life leaves behind a serious lesson regarding the importance of estate planning and a harsh reality for her partner of over 30 years, musician Dan Gilroy.
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Corporate Transparency Act What You Need to Know Before 2025 - Downers Grove Estate Planning

2024 Year-End Corporate Transparency Act Reporting Requirements for a Small Business and What You Need to Know
Small businesses must comply with the Corporate Transparency Act’s reporting requirements by January 1, 2025, to avoid steep penalties. **[UPDATE - on 12/3/24 this law was temporarily invalidated and may not be enforced pending further order of court}**
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