Three foundational pieces that work together to form a complete estate plan.
Ensure your wishes are carried out and your loved ones are cared for, with a clearly written and legally sound will.
Protect what you’ve built and provide for the people you love on terms you set yourself.
Designate trusted individuals to make financial and healthcare decisions on your behalf when needed most.
Estate planning matters at every stage of life. We work with people in all kinds of situations across Chicagoland.
Naming guardians and ensuring your kids are cared for if the unexpected happens.
Protecting assets, planning for the future, and avoiding probate complications.
Updating outdated plans, transferring wealth to the next generation thoughtfully.
Making sure your wishes are honored and the right people have decision making authority.
Yes. Estate planning isn’t just about wealth. It’s about ensuring your wishes are honored, your loved ones are cared for, and major decisions are made by people you trust. Even a modest estate benefits from clear planning, especially if you have minor children or specific wishes about who receives certain items.
We recommend reviewing your plan every 3–5 years, or whenever you have a major life event such as marriage, divorce, new child, significant asset change, or a move to a new state. Smaller updates can usually be made quickly.
Yes. Many clients come to us with older plans — sometimes from another state, sometimes drafted years ago when life looked different. We’ll review what you have, identify what’s still working, what needs to change, and what may be missing. There’s no need to start from scratch unless that’s what makes sense.
A will and a trust serve different purposes. A will directs how your assets are distributed after you pass and goes through probate. A trust holds and manages assets according to your instructions and typically avoids probate. Many people benefit from one or both, depending on their goals — we’ll help you figure out which makes sense in your situation.
Complicated is what we plan for. Blended families, special needs trusts, business succession, family members with differing needs — these situations call for more thoughtful planning, not less. We’ll listen to the specifics, recommend the right structures, and explain the trade-offs clearly. There’s no situation too complex to plan for.
That’s okay. Most people aren’t. A short consultation will help us figure out what you actually need.