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630-377-3241 455 Dunham Road, Suite 200, St. Charles, IL 60174
March 6, 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…

February 21, 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…

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,…

September 15, 2023

What Is a Gun Trust: Estate Planning Q&A

According to Pew Research, 30 percent of adults in the United States report owning a firearm. Gun sales have risen in recent years, particularly during the Coronavirus pandemic. While many reported having weapons for protection and hunting, 6 percent owned guns…

Do-You-Need-a- HIPPA-release
July 27, 2023

Do You Need a HIPAA Release?

If you are in the hospital, you may want your loved ones to be able to access information about your prognosis. However, if you have not authorized them to receive specifics regarding your medical condition, they could be denied these…

a young woman taking a selfie with her smiling family
June 2, 2023

Why You Should Designate Beneficiaries

According to WealthCounsel, over a third of Americans have experienced or witnessed familial conflict when someone dies without an estate plan. While most people believe having an estate plan is important, only a third have a plan in place, per’s 2023…

Special Needs Planning

Special Needs Planning & Public Benefits

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…

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