PLANNING IT FORWARD
 

YOUR LIFE, YOUR PLAN, YOUR WAY

Estate Planning
Preserve Your Legacy

CUSTOMIZED ESTATE PLANS FOR THE CIRCLE OF LIFE

Planning strategies to help protect you, your family, assets, and values during your lifetime and upon your death.
 
Do you need an Estate Plan?
No matter your age, health, marital status, wealth, real estate or business, everyone benefits from an estate plan.
Estate planning is not just the transfer of your wealth at death. It includes planning for life, incapacity, special needs and asset protection.
 
Are these your goals?
  • Do you want to Control your property while you are alive?
  • Do you want to Care for yourself and your loved ones if you become disabled?
  • Do you want to Give what you have to whom you want, and when you want?
  • Do you want to Save every tax dollar, professional fee, and court cost possible in the process?
Learn how Estate Planning can help you achieve your goals
OUR PROCESS:
STEP 1: Share your family dynamic, identify your assets and develop your life's goals.
  • Single: young adult, mature adult, elder adult (senior), divorced, widowed
  • Married: newlyweds, happy marriages, troubled marriages
  • Traditional families, blended families, same sex marriages, couples
  • Children
  • Special Needs
  • Pets
  • Family Business
  • High Risk Professionals
  • Affluent individuals or families
STEP 2: Share your concerns
  • Values Based Planning
  • Estate, Gift, or Income Tax Planning
  • Special Needs Planning
  • Charitable Planning
  • Asset Protection
Explore your options:
Will Based Planning
OR
Will and Trust Planning
  • Will
  • Guardian Nomination
  • Powers of Attorney
  • Medical Care Directives
  • Living Will
  • Deed
 
  • Revocable Trust
  • Irrevocable Trust
  • Spendthrift Trust
  • Special Needs Trust
  • Life Insurance Trust
  • Retirement Trust
  • Qualified Personal Residence Trust
  • Pet Trust
 
And together, we DESIGN YOUR PLAN
 
STEP 3: Review and Execute your planning documents
 
STEP 4: Finalize your plan
  • Proper property titling, beneficiary designations, and trust funding
STEP 5: Maintain your plan
 

EVERYONE NEEDS A PLAN
START PLANNING TODAY

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Solutions Attorney: Estate Planning, Elder Law, Asset Protection, Real Estate, Property Tax Appeal, Landlord Tenant and Business Planning Practice, serving clients and their families throughout the greater Chicagoland area, including but not limited to: Addison, Algonquin, Arlington Heights, Barrington, Bartlett, Brookfield, Bolingbrook, Buffalo Grove, Chicago, Cicero, Crystal Lake, Deerfield, Des Plaines, Downers Grove, Elgin, Evanston, Glencoe, Glenview, Gurnee, Highland Park, Hoffman Estates, Huntley, Inverness, Itasca, Lake Bluff, Lake Forest, Lake in the Hills, Lake Zurich, Libertyville, Lincolnshire, Lincolnwood, Lombard, Long Grove, Morton Grove, Mt. Prospect, Mundelein, Naperville, Niles, North Chicago, Northfield, Northbrook, Norridge, Oakbrook, Palatine, Rolling Meadows, Round Lake, Schaumburg, Skokie, St. Charles, Vernon Hills, Wadsworth, Wauconda, Wheeling, Wilmette, Cook County, Lake County, DuPage County, Kane County and McHenry County.
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