Estate & Legacy Planning

Many estate planning attorneys may suggest you have a living trust, financial power of attorney, medical power of attorney, and pour-over will. Their reasoning tends to suggest that without these documents in place, your family could be exposed to probate court, and you may lose control of your assets as well as the decisions that are made on your behalf. It may also result in the loss of one of your estate tax exemptions and expose your estate to significant tax liabilities.

Wills and Revocable Trusts

We agree that a solid will or a trust is a vital component for any financial plan. We partner with experienced and dedicated estate planning attorneys so you can rest assured your loved ones are taken care of no matter what happens.

Estate & Legacy Planning in Chicago

Complete form below to speak to one of our financial advisors about your estate & legacy planning and download a copy of our Legacy Checklist Guide.