Illinois Estate Planning Packages

Lawyer for customized estate plans in DuPage County

Chicago Area Attorneys Creating Customized Estate Plans to Meet Your Needs

While it is important to plan for the future and take steps to ensure that your and your family’s needs will be addressed properly, you will want to make sure your estate plan is tailored to your specific situation. A person who is married, has children, and owns significant assets will likely have different priorities than a single person who is dedicated to owning and managing a successful business. To create an effective estate plan, you will want to work with an attorney who can explain your options and help you take the right steps to prepare the appropriate documents.

At The Gierach Law Firm, LLC, we have more than 30 years of experience assisting clients with estate planning, and we will provide you with personalized legal help as you prepare for the future. We will help you create a comprehensive estate plan that addresses your current and future needs, provides practical solutions to help you meet your goals, and offers manageable ways to update your plans as your needs change throughout your life.

Customizable Estate Planning Packages

An estate plan may include tools such as a will, a living trustpowers of attorney, or other related documents. When you work with us, we will take the time to get to know you and understand your family’s needs and your financial concerns. We may then propose one of the following packages, with customizations tailored to your specific situation:

  1. Single person with no tax issues and minimal assets
    • Will
    • Healthcare power of attorney
    • Financial power of attorney
    • Living will
  2. Single person with tax issues and/or significant assets
    • Will
    • Living trust and the retitling of your assets
    • Healthcare power of attorney
    • Financial power of attorney
    • Living will
  3. Married couple with no tax issues and minimal assets
    • Wills for each spouse
    • Healthcare powers of attorney for each spouse
    • Financial powers of attorney for each spouse
    • Living will for each spouse
  4. Married couple with tax issues and/or significant assets
    • Wills for each spouse
    • Joint living trust and the retitling of your assets
    • Healthcare powers of attorney for each spouse
    • Financial powers of attorney for each spouse
    • Living will for each spouse
  5. Married couple with tax issues and separate living trusts
    • Wills for each spouse
    • Living trusts for each spouse and the retitling of assets
    • Healthcare powers of attorney for each spouse
    • Financial powers of attorney for each spouse
    • Living will for each spouse

As part of your estate planning package, we will help you understand the best strategies to address your unique needs. We can make sure you understand how to approach issues such as:

  • Tax planning – We will work with you to minimize estate taxes and address other types of taxes that may apply to you and your family.
  • Asset protection – If you own significant assets, you may want to take steps to make sure they are protected from loss due to liability or other issues and ensure that they are properly passed to those you care about.
  • Charitable giving – We can help you realize benefits for making charitable donations during your lifetime or put plans in place to pass money or assets to charity after your death.
  • Business succession – If you are a business owner, we can help you determine the best ways to transfer ownership of your company to family members, business partners, or other parties.
  • Legacy planning – In addition to planning for the transfer of your assets to the next generation, you may also want to address other issues, such as the values and traditions that you want your loved ones to carry on or the heirlooms that are important to you and your family members.

Contact Our Naperville Law Firm to Create a Personalized Estate Plan

When you work with The Gierach Law Firm, LLC, we will take the time to get to know you and your family and ensure that you take the right steps to plan for the future. To schedule a consultation and get started with your estate plan, contact our attorneys by calling our Naperville office at 630-756-1160 or our Hoffman Estates office at 847-519-0505.

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From our offices in Naperville, Illinois, we handle matters throughout Illinois including DuPage, Cook, Will, and Kane counties and within towns such as Addison, Aurora, Barrington, Batavia, Burr Ridge, Carol Stream, Chicago, Darien, Downers Grove, Elgin, Elk Grove Village, Elmhurst, Geneva, Hinsdale, Hoffman Estates, Lisle, Lombard, Naperville, Oak Brook, Roselle, Schaumburg, St. Charles, Warrenville, Wheaton, and Winfield.
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1776 Legacy Circle, Suite 104, Naperville, IL 60563 | 
630-756-1160
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