LATEST ARTICLES

Could Your Beneficiaries Make the Cut? The SECURE Act’s Eligible Designated Beneficiary

Ushering in the new 10 Year Rule, the SECURE Act has changed the way inherited retirement accounts are now distributed. That is, to everyone but a select group. The Act has created a new...

The New Legal Rights of Your Beneficiaries: Should These Be Drafted Out of Your...

In keeping with uniform trust law, Illinois has joined 34 other states in adopting its own version of the Uniform Trust Code known as the Illinois Trust Code (ITC), effective January 1, 2020. Provisions in...

Your Quick Guide: What to Do About the SECURE Act and Your Estate Plan

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), effective January 1, 2020. This law is the most impactful legislation affecting retirement accounts in decades....
medicaid planning for nursing home

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 forward to those days coming soon. The last thing you...

Don’t Send Your Student to College Without These 3 Things

Accidental injury is the leading cause of death for adults between ages 18 to 24 with over a quarter million being hospitalized yearly for non-lethal injuries. Not a statistic that parents – who are...

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. The goal is for your agent to make decisions in...
estate planning basics

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 estate planning now may include not wanting to confront your...

How Will You Handle Your Digital Estate? (And, yes, you do have one.)

Some assets don’t necessarily fit into our traditional approach to estate planning. We know how to account for bank accounts and real property. But hundreds of dollars’ worth of frequent flyer miles or credit...

Do You Know What the “Other Hand” is Doing in Handling Your Estate?

You handle a large share of paying the bills and managing the bank accounts. Your spouse handles anything insurance or investment related. It’s a common practice in many married households to split household responsibilities. Usually...

Here’s Why You Should Keep Track of Your Subscription-Based Services.

It’s easy to overlook the need to keep track of monthly services or subscriptions. Especially when you don’t have to consciously make a payment since automatic billing is doing that task for you. When...