(847) 230-0076
1900 E. Golf Road Suite 1120
Schaumburg
,
Illinois
60173
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Client Concerns
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Advisors-Accountant
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Advisor-Financial Advisor
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Advisor-Life Insurance Agent
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Desire to get affairs in order and create a comprehensive plan to manage affairs in case of death or disability
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Providing for and protecting spouse
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Providing for and protecting children
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Providing for and protecting grandchildren
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Disinheriting a family member
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Providing for charities at the time of death
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Plan for transfer and survival of family business
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Avoiding or reducing your estate taxes
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Avoiding probate
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Reduce administration costs at time of your death
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Avoiding a conservatorship ("living will") in case of a disability
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Avoidng will contests or other disputes upon death
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Protecting assets from lawsuits or creditors
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Preserving the privacy of affairs in case of disability or at time of death from business competitors, predators, dishonest persons persons and curiosity seekers
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Plan for a child with disabilities or special needs, such as medical or learning disabilities
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Protecing children's inheritance from the possibility of failed marriage
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Protect children's inheritance in the event of a surviving spouse's remarriage
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