Estate planning is an act of kindness for your loved ones when you’re no longer around. Without a will or a Revocable Living Trust, your beneficiaries would need to go through a lengthy probate process of potentially a year or more and pay anywhere from 3%-8% of the assets in fees to properly distribute your assets. Let us help you set up a plan that takes care of everyone important to you and save them confusion, delay, and painful work, Let’s also protect the fruits of your life’s work so that your assets, large or small, are not squandered in court fees and red tape.

Although most estates are under the $4 million estate tax threshold in Illinois, there may many income tax implications associated with estate administration and asset distribution. With proper planning, we could help you assess those implications and minimize the impact of income tax. We will also help you comply with necessary tax compliance during your estate administration.

In addition, as the world becomes more mobile and connected, more and more people are residents of the world. You may have reporting obligations in multiple jurisdictions. We will help you manage the complex reporting requirements and maximize tax efficiency.

Whether it’s social security, disability benefits, senior housing, or long term health care needs, we will help you plan and obtain all the benefits you need and deserve to set up a secure and comfortable existence in all seasons of your life.