Estate Planning in Illinois

We all know that life is a journey and sometimes messy. It can change in an instant and turn our world around. That is why we consider Estate Planning to be a Process, Not an Event.

Over the years, we have created hundreds of Estate Plans for Business Owners and Individuals. Yet, in today’s environment, nothing stands still. It is essential to have an Estate Plan review every year to ensure that it will continue to accomplish its original objectives.

The rapid pace of change and the innovation of new planning opportunities prompted us to create a process to revisit our client’s estate plans. We call our process: 365 Estate Plan Review. This annual review allows us to mutually review the Estate Plan and confirm that it reflects the wishes of the owner and complies with current laws.

For more information, contact one of our Estate Planning Team members.
The information contained on this web page is general by its nature. For that reason, no one should take any action based on the information contained in this webpage until having consulted a competent professional advisor or advisors. Nothing contained in this web page was intended or written to be used, can be used by any taxpayer, or may be relied upon or used by any taxpayer for the purposes of avoiding penalties under the Internal Revenue Code. No information contained on this webpage relating to any federal tax matter may be used by any person to support the promotion or marketing or to recommend any federal tax matter. Taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor with respect to any federal tax transaction or matter described on this webpage.

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