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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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Tax-Smart Strategy: Leaving IRA Money to Charity
These days, many people have a large percentage of their wealth in the form of traditional IRA accounts. In most cases, this is because significant...
Should You Serve as Executor?
When someone asks you to serve as executor of his or her estate, it is generally meant as a compliment that he or she trusts...
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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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WHAT YOU SHOULD KNOW ABOUT MEDICAID PLANNING
You’re active and in relatively good health. You’re finally enjoying the things you now have time to do as a retiree – or looking...
What are the Powers of a Guardian?
When loved ones become mentally incapacitated they may need a court-appointed guardian to handle their personal health care and financial needs.
That can be avoided if...
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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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