Naperville Estate Planning Attorney on Preventing Caregiving Misunderstandings

If you are like the vast majority of people, when you see or hear the words “estate planning,” you are likely to think about wills, trusts, and other formal instruments that are commonly used to transfer property from one generation to the next. While it is certainly true that the transfer and protection of assets […]

Naperville Estate Planning Lawyer Discusses Frequent Flyer Miles

When most people sit down to create an estate plan, they think about their obvious assets, including real estate holdings, automobiles, and cash savings. They will also usually consider more tangible things like furniture, jewelry, and artwork. More savvy individuals may remember to address digital assets like Amazon Kindle libraries, Steam accounts, and iTunes downloads. […]

Naperville Estate Planning Lawyer Discusses How to Avoid Inheritance Disputes

Last month, the patriarch of one of music’s royal families passed away at age 89. Joe Jackson was the father of Michael, Janet, and the Jackson 5, but most sources avoid indicating that he was a loving, nurturing parent. Joe’s death is not likely to create as much controversy as Michael’s did in 2009. When […]

Naperville Estate Planning Lawyer on How to Minimize Potential Inheritance Arguments

Experts estimate that an astounding $30 trillion will be inherited in the next 30 years. While the majority of these transactions will take place without any issues, some of this money will inevitably be argued over. When estate plans are not clear or heirs feel that their inheritance is unfair, a lengthy legal battle can […]

Naperville Estate Planning Lawyer Encourages Caution Regarding Incentive Trusts

As you approach the often-difficult topic of estate planning, it understandable that you want what is best for your heirs—especially if they are your children or grandchildren. We would like to believe that our descendants will be responsible and mature enough to handle a sizeable inheritance, but deep down, we know that this is not […]

Naperville Lawyer on Talking to Your Parents About Estate Planning

Everyone can benefit from having a comprehensive estate plan in place. In addition to giving a person and their family the peace of mind that his or her final wishes will be fulfilled, estate planning offers the opportunity for that person to examine their financial needs and assets in order to plan for the future. […]

Naperville Estate Planning Lawyer Offers End-of-the-Year Tips

In addition to opening Christmas presents and toasting the new year, the end of the calendar year is also a time to review your estate plan and create a strategy for reaching your financial goals in 2018. This time of year is a good time to do an estate plan “check-up.”  An up-to-date estate plan […]

Talking to Your Family About Your Estate Plan

In my practice as an estate planning lawyer, I meet with clients almost every day who are at least a little bit intimidated by the process. For many, it is not the logistics that bother them; it is the difficult subject matter. It can be quite uncomfortable to face the reality that we will not […]

Understanding Testamentary Capacity

In my practice as an estate planning lawyer, I have helped hundreds of clients draft wills that help provide long-term financial security for their family members and loved ones. I have also assisted a number of beneficiaries and others in contesting wills that they believed did not truly reflect the wishes of the individuals who […]

Naperville Estate Planning Attorney Discusses Online Estate Planning

Over the last 25 years or so, the internet has grown to become an important part of everyday life in the United States. Online connectivity has woven itself into everything from education and industry to home electronics and even our automobiles. In my practice, I have also seen the impact of the internet on how […]