Estate Planning for Retirement

Estate Planning Must-Haves as You Enter Retirement Retirement is an exciting time. After many years of hard work, the days of reading, traveling, and...

Trust or Will: How to Choose

Understanding the difference between a trust or will and why it matters when planning your estate. You’ve decided to start seriously thinking about e...

Estate Planning for Your Parents

If your parents’ financial affairs aren’t in order, here’s what you need to do to get them on track There’s only one thing more uncomfortable than ha...

Everything You Need To Know About 529 Plans

Who Can Benefit From 529 Plans and How To Decide If They’re Right For You A 529 Plan is an education savings plan designed to help families set aside...

Top 3 Estate Planning Essentials For Chicagoans

Who Needs Estate Planning? “Estate planning” is an umbrella term that covers multiple legal arrangements, whether you’re managing your assets, your p...

Estate Planning for Your Pets

How to account for your furry friends with estate planning The vast majority of Americans consider their pets to be a member of their family. In fact...

Taking Care of the Dying with Living Wills

Addressing the Sensitive Topic of Death People are living longer today than ever before, yet while they’re alive they’re inflicted with more disease....

What is Long-Term Care Insurance?

Understanding how long-term care insurance plays a role in estate planning Estate planning is far more than putting together a trust and a will, ther...

How to Responsibly Distribute Assets to Heirs

Tools for Protecting Your Heirs From Blowing Their Inheritance A common concern when estate planning is making sure that your heirs are equipped to m...