Insights for Families, Professionals & Future Planners

The Gift of Estate Planning During Thanksgiving As Thanksgiving approaches, many of us take a moment to reflect on gratitude and celebrate the love and bonds within our families. While sharing a...

As 2025 draws to a close, many of us find ourselves reflecting on the significant personal changes that have defined our year. Whether these changes are sources of joy or challenge, this is an...

October is National Estate Planning MonthAs the leaves change and the cool air of October sets in, it's a perfect time to remind ourselves about the importance of estate planning. Many of us may...

Understanding the Unique ChallengesBeing part of the "Sandwich Generation" is no small feat. Balancing the emotional and financial obligations of caring for both children and aging parents is a...

Understanding Power of Attorney and Healthcare DirectivesWhen it comes to planning for the future, two crucial documents that often come up are a Power of Attorney (POA) and a Healthcare Directive....

Key Differences Between Wills and TrustsIn Illinois, understanding the difference between a will and a trust is essential for effective estate planning. A will is a legal document that outlines...

What Documents Are Affected After Divorce?Divorce significantly alters your personal and financial landscape, and it's crucial to update your estate planning documents accordingly. Key documents...

Jerry Lee Lewis passed away in October 2022, leaving behind a long legacy, a large family, and a multimillion-dollar estate.Celebrities can give us a glimpse into lifestyles beyond our wildest...

Several critical estate planning documents give another person—known as an agent or personal representative—the legal right to act on another person’s behalf. They include wills, trusts, powers of...