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Investors Nearing Retirement Can Unlock Real Estate Wealth

July 13, 2022

Unlocking real estate wealth for investors nearing retirement Individuals or investors nearing retirement face the challenge of having wealth trapped in investment properties with no real strategy to maintain their wealth and create passive income. These individuals need a plan to ease the steep taxes on capital gains when their investment properties are sold. There’s… Read more »

Time to Spring Clean Your Finances Says Chicagoland Law Firm

May 06, 2022

Suggested Spring Cleaning from Chicagoland Law Firm We wait for spring to deep clean our homes, maybe the same goes for your finances. Can you remember the last time you scrubbed through your finances? If not, then it is time get them in order. Don’t be worried about where to begin when organizing your financial… Read more »

Estate Planning Attorney Shares Proactive Estate Planning Strategies

February 23, 2022

Estate Planning Attorney Shares Proactive Estate Planning Tips Proactive estate planning is the best financial process to protect you and your family. It is a very important component of your overall financial planning. If you don’t have an up-to-date estate plan and you happen to get hurt or sick and cannot manage your financial affairs,… Read more »

END OF YEAR BUSINESS COMPLIANCE CHECKLIST FOR 2021

December 17, 2021

As we wrap up 2021, businesses need to take stock of — and tackle — any outstanding business compliance tasks. Loose ends could jeopardize your company’s good standing with your state. By getting your business “ducks in a row,” your business will be better able to be a successful trajectory as we enter 2022. Below… Read more »

Time to Start Investing

November 18, 2021

The Time to Start Investing is Now Does the thought of funds and portfolios make you start to sweat? Do you think investing is only for the rich? Don’t let excuses or fear cause you to skip out…investing is a great way to grow your wealth. We can all get behind that concept. These days… Read more »

Venture Capital Disputes: What to Expect in Your Case

May 10, 2019

Venture Capital Disputes Cause Concern Were you recently involved in the launch of a product or business? Were you the one who supplied the majority of the funds? If you feel that you have not received your full share of the promised profits, you can take action. But what can you expect in your case?… Read more »

What is a Grantor Deemed Owner Trust?

August 16, 2017

Grantor Deemed Owner Trust or Beneficiary Deemed Owner Trust-Call it what you will A Grantor Deemed Owner Trust (GDOT) is an irrevocable trust that is treated differently for federal income tax purposes than for federal estate tax purposes. For estate tax purposes, any gifts you make to the GDOT will be treated as completed gifts,… Read more »

Should the Same Person Who is Raising My Children Also be in Charge of the Financial Assets?

April 19, 2017

Financial Assets-Who Should Be in Charge? Sometimes the people who are the most nurturing are not necessarily the best at handling money. Although the person you name as Guardian of your minor children can also serve as Trustee of your trust that may not be the best solution. It’s easy to see that filling the… Read more »

Reduce my Federal Estate Taxes to Zero?

February 07, 2017

Yes, the estate tax is a voluntary tax! You can choose to pay it by not planning ahead, or you can reduce or even eliminate it with planning. The easiest and simplest way to eliminate the Federal estate taxes at death is to not allow your estate to be valued more than the Federal Estate… Read more »

What Role does a Financial Advisor Have in Estate Planning?

January 02, 2017

Does a Financial Advisor Have a Role in  Estate Planning? Yes – a financial advisor has a role in Estate Planning. When forming an estate plan, financial advisors have a crucial role. The advisor is focused on the client’s finances, and you can help prevent important financial information and procedures from slipping through the cracks…. Read more »

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