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The Conversations You Must Have Now About Your Health Care Decisions
Selecting a trust-worthy agent who will ultimately be the decision-making authority for your medical care if something happens to you is an important decision....
Understand the Basics of Estate Planning
For many people, mapping out an estate plan is something they intend to think about later. But too often, later never comes.
The reasons for not dealing with...
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Pair a Trust and an Installment Sale to Pass on Your...
For many people, a family business is a significant source of wealth, so passing it on to the next generation in a tax-efficient manner is...
Understanding the Basics of Medicare
Many older Americans rely on the Medicare program for their primary health care coverage. Medicare is the federal program that helps pay medical bills for people...
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Could Your Beneficiaries Make the Cut? The SECURE Act’s Eligible Designated...
Ushering in the new 10 Year Rule, the SECURE Act has changed the way inherited retirement accounts are now distributed. That is, to everyone...
The New Legal Rights of Your Beneficiaries: Should These Be Drafted...
In keeping with uniform trust law, Illinois has joined 34 other states in adopting its own version of the Uniform Trust Code known as...
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No Will? Who Gets the Assets?
Let's say an individual dies without a will. Who will inherit his or her assets? The first in line are spouses and children. But what...
Have You Updated Your Beneficiary Designations?
Regardless of your income or net worth, there's one estate planning move you should probably make right now: Check the beneficiary designations for your life...
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Could Your Beneficiaries Make the Cut? The SECURE Act’s Eligible Designated...
Ushering in the new 10 Year Rule, the SECURE Act has changed the way inherited retirement accounts are now distributed. That is, to everyone...
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