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.
January 1st always results in new laws. The good news is that it does not need to be complicated or confusing 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 executors, trustees and agents. Click on the link…
Money can't buy everything! Learn about those who could have had the best estate plan, but 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 register.
Who is going to take care of my beloved family pets when I die? What documents need to be in place before my teen leaves for college? Where do I store my Estate Planning documents for safekeeping? What can I do with the timeshare I no longer need? These are just a few of the…
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