The 2023 Estate Planning Laws will affect most Americans. This is all pretty confusing, and it can be complicated to figure out how it applies to your individual situation. Join us to learn what these changes may mean for your estate plan as well as your trustees and beneficiaries. Click on the ZOOM link below…
Money can't buy everything! Learn about those who could have had the best estate plan, missed the boat in protecting their financial and personal assets. Find out how a proper estate plan can protect what really matters even if you are not a celebrity. Click on the link below to join us.
When the unexpected happens, having Powers of Attorney documents in place can make a difference in getting the care and treatment you want and need. Join us to learn about the different types of advanced directives, which ones you need, and some that you may consider! Click on the link below to register.
You need care. We have got options! Join us to get a better understanding of long-term care needs, costs, and up-to-date planning options that will protect your hard earned dollars. We will cover the Medicaid Asset Protection Trust (MAPT) planning strategies and the Veterans Asset Protection Trust (VAPT). Click on the link below to register.
Plan A usually includes spending our last dollars and dying peacefully in our sleep. But Plan A rarely happens. Plan B might include getting care in your home, moving to a nursing home, or anything in between. Join the discussion to learn how to develop your own Plan B and maximize your goals. Click on…
Join us for this informative discussion to learn how special needs planning strategies can maximize quality of life for a disabled person and also protect them from exploitation. You will leave with a better understanding of special needs trusts and public benefits available for the disabled. Click on the link below to register.
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 as we learn about the nine common estate planning mistakes people make and suggestions for…
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 beneficiaries. Click on the link below to register.
Blended families, same-sex couples, adoptions, older couples who have recently become parents and single-parent families are much more the norm in today’s “Modern Family”. Join us as we explore estate planning considerations for families in 2024 and beyond. Clink on the link below to register.
No one enjoys thinking about their own death. A little advanced planning can help to avoid the difficulties of probate and ensure that your family is well cared for, even after you are gone. Click on the link below to register.
When the unexpected happens, having advanced directive documents in place can make a difference in getting the care and treatment you want and need! Learn about the different types of advanced directives, which ones you need, and what you need to consider! Click on the link below to register.
