Estate Planning Packages

Estate Planning Packages

Wills, Trusts, and Advanced Directives for Sophisticated Clients

Estate planning for clients with substantial financial assets or closely held business interests requires a high degree of personalization to be truly effective. An appropriate estate plan must be:

• Comprehensive, addressing both current and future needs
• Practical, meeting the many and varied goals of the client
• Manageable so the client can continue to implement it in the future as he or she continues to build wealth

At the Gierach Law Firm, we have helped many of the leading families in the Naperville area develop personalized estate plans suited to their needs and goals. We can assist your family as well. Contact our Naperville law office to schedule a consultation.

Customizable Estate Planning Packages

Estate planning attorney Denice Gierach will conduct a personal interview to understand your family and financial concerns. She may then propose one of the following packages, customized for your specific needs.

1. Single person with no tax issues and no living trust

• Will
• Financial Power of Attorney
• Power of Attorney for Health Care
• Living Will

2. Single person with tax issues and/or a living trust 

• Will
• Living Trust
• Power of Attorney
• Power of Attorney for Health Care
• Living Will

3. Married couple with no tax issues and no living trust 

• Will for husband and Will for wife
• Power of Attorney for each person
• Power of Attorney for Health Care for each person
• Living Will for each person

4. Married couple with no tax issues and a living trust

• Will for husband and Will for wife
• Living Trust - joint
• Power of Attorney for each person
• Power of Attorney for Health Care for each person
• Living Will for each person

5. Married couple with tax issues and separate living trusts

• Will for husband and Will for wife
• Living Trust for husband and Living Trust for wife
• Power of Attorney for each person
• Power of Attorney for Health Care for each person
• Living Will for each person

In addition to a personalized estate plan package, Ms. Gierach may also propose specific strategies to:

• Reduce taxation and minimize estate taxes
• Leave a charitable legacy or facilitate an immediate gifting strategy
• Ensure the smooth transfer of a business to the next generation
• Prepare for the possibility of nursing home care with Medicaid planning

Contact an Illinois Estate Planning Attorney

For sound legal advice from an experienced estate planning lawyer, contact the Gierach Law Firm.