Estate planning is not something most people in Illinois or elsewhere want to do. It is something they know they should do, though. You think you have all the time in the world to get it done, but the truth is you may not. You never know. That is why there are some...
A good example of a trustee: Someone who manages the inheritance left for a child. . . 👉 A trustee has the duty to act in the best interests of the trust and its beneficiaries. . . Do you need help selecting a trustee for your belongings? Shoot us a message,...
Estate planning is confusing to many Illinois residents, to the point where they don’t want to do it at all, or they write a simple will and call it good. While having a will is better than nothing, many individuals, and their families, would be better served if they...
Now you have a will or you have a revocable living trust and a will. You have gotten your Power of Attorney for Health Care and Power of Attorney for Property done. What could be left? You need a digital assets inventory! That would be a complete list of your online...
Are you nearing retirement and don’t have much of a nest egg❓ That’s okay! It is never too late to start planning. 👉 Here are five steps YOU can take right now to achieve the best retirement: Step 1: Set goals and be SPECIFIC (and practical). Step 2: Plan a budget...
With retirement fast approaching, you likely have many things on your mind. Are you ready for everything that comes with that phase in life? If you want to make sure you are really ready for retirement, retirement planning is key. Looking over finances and deciding...
If your mom or dad is getting to a point where they may need nursing home care in the future, you may be at a loss for what to do next. You wish you could allow them to stay home and receive care, but that isn't going to be possible. At this stage, it's a good time to...
As life expectancy increases and 40 becomes the new 30, many of us don't expect to need to think about the future just yet. We may even expect that we won't be retiring until we're in our 70s. So why in our 40s do we need to think about an estate plan?The unfortunate...
The main point here is that while keeping all your savings in very low-risk but also low-returning investments might make you feel safe and secure now, you could be opening yourself up to the bigger risk that your nest egg may not be able to support you over the long...
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