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February 8, 2024

A Seniors Guide to Estate Planning

Most older adults acknowledge that estate planning is essential. Yet, nearly half of Americans age 55 or older do not have a will, and even fewer have designated powers of attorney, a living will, or health care directives. These legal documents help…

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March 13, 2024

The Illinois Trust Code Revisited

The new Illinois Trust Code, which became effective on January 1st, 2020, impacts how trusts are administered in Illinois.  Join us for an overview of what these changes may mean for your estate plan as well as your trustees and…

The words 'Estate Planning' with a wooden house and a bag of money
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February 7, 2024

Nine Huge Estate Planning Mistakes

Everyone should have an estate plan, including at least a will, a living will/health care proxy, and probably a durable power of attorney. Most people would agree that this basic planning is needed, and yet many people don’t. Join us…

A row of headstones with American flags in front and a women crouched in front of one
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October 5, 2023

Estate Planning for Surviving Spouses

After losing a spouse or longtime partner, it’s difficult to look past your grief. However, it’s crucial to understand the important and timely decisions you must make regarding your finances and personal estate plan. Estate planning is an ongoing process,…

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