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Passing the Torch – Four Elements for Creating Your Legacy
In the next two decades, a whopping $68 TRILLION is set to pass from the baby boomer crowd to us millennials. That’s a truckload of cash, folks! If you’re wondering how to ensure your hard-earned assets go where you want them to, you’re in the right place. I’m here to equip you with the lingo and insights to kickstart your game plan. It’s not just about shifting wealth; it’s about transmitting your values and vision to the next-gen – and it’s all done with love.
What You Need to Know About Estate Planning in Illinois
Illinois has some unique estate planning factors, it's essential to consider your plan holistically.
Estate Planning Series: Why The Beneficiary Designation Is So Powerful
Your estate plan likely has many moving pieces — wills, trusts, power of attorneys, and more.
What's A Trust And Do You Need One?
Trusts are excellent vehicles for passing down wealth in a structured, efficient, and tax-friendly way. Here we examine the basics.
7 Core Concepts Everyone Should Know About Their Estate Plans
When you build a comprehensive estate plan specific to your needs, you ensure your assets go to the right people in the most efficient way possible.