Estate Planning and Family Law Blog

Family, Wealth & Legacy Legal Solutions

Search Family, Wealth & Legacy Legal Solutions Blog Posts:
Search

Estate Planning

Estate planning services refer to the process of managing and distributing one’s assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

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.
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.
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.
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.
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.
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.

Subscribe to our Blog and e-Newsletter

Get minute-by-minute estate planning updates, blog posts and newsletters sent directly to your inbox