ESTATE PLANNING
estate planning - protecting your assets
estate planning is tough... but not planning is tougher. we help you put the right pieces in place now, including wills, trusts, and powers of attorney, so your loved ones are protected later. with the right plan, you can avoid asset freezing, reduce legal costs, and make sure your legacy is passed on exactly as you intend. contact us for our favorite estate lawyers in chicago and new jersey. even if you are in another state, contact us anyway, and we will interview lawyers for you!
plan with purpose
estate planning sure isn't easy to talk about and requires a lot of planning, but is ultimately one of the most important things you can do for your loved ones. by planning now, you avoid costly probate court delays (which can be time-consuming and can freeze assets for months).
your legacy, secured
we work with your loved ones to ensure your assets are documented and passed on according to your wishes. whether passing down a home, business, or family heirlooms, we work closely with you and your loved ones to reduce future stress and uncertainty.
more than a will
a proper, well thought-out estate plan goes beyond just the will. from trusts and powers of attorneys, we guide you through the full estate planning process -- minimizing legal fees and delays, and making the transition as smooth as possible.
case example
a 65-year old client of ours had her mother pass away at 92. her mother had an estate plan in place – allowing 70% of her estate to pass on to her daughter while the remaining 30% went to donations for universities and charities, and her granddaughter.
our client was thankful that her assets were easily liquidated and passed on to her, allowing her to move closer to her daughter and 7 grandkids. this experience inspired her to set up her own estate plan, ensuring that her assets are passed on easily to her daughter and grandchildren. she named her daughter as executor, trustee, and power of attorney for her health and her finances.