Short answer – yes, you do! There is a misconception that estate planning is only for the extremely wealthy and its only purpose is to avoid estate taxes. But the truth is that having an estate plan does a lot more than that, no matter how much you have in the bank.
Every estate plan will be unique, the but the general elements of an estate plan usually include the following for each person: will (often known as a pour-over will), revocable [...]
If you haven’t gotten around to completing this “adulting” task, you’re in good company. A number of studies show that at least 60% of adults don’t have a will. [...]
This task can seem overwhelming. The truth, though, is that it’s about as easy as it gets for this type of thing. And let’s be honest, as parents we are [...]
There are three major roles that you and your spouse need to fill within your plan: the executor, the trustee, and the guardian. The Executor. The executor is [...]
Trust was created for new parents, by new parents, who understand the peace of mind estate planning can bring to a family. We look forward to working with you and your family.
Trust is based in Deerfield and proudly serves Chicago as well as nearby communities including Northbrook, Highland Park, Glenview, Libertyville, Evanston, Lincolnshire, Skokie, Wilmette, Buffalo Grove, and Vernon Hills, along with clients throughout Illinois.
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