Beneficiary designations are a key part of any estate plan, ensuring assets pass to those you care about. Explore essential options, get answers to common questions, and learn best practices to get started.

When it comes to estate planning, two key documents typically rise to the forefront: wills and trusts. Understanding the differences between them can be essential for ensuring your wishes are carried out smoothly and your loved ones are protected. Explore the distinctions between wills and trusts and discover which might be right for your unique situation.

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.

Illinois has some unique estate planning factors, it's essential to consider your plan holistically.

Trusts are excellent vehicles for passing down wealth in a structured, efficient, and tax-friendly way. Here we examine the basics.