Wills & Trusts

A Signed and Sealed – But Not Delivered – Beneficiary Form Doesn’t Count

A beneficiary form is one of the most helpful estate planning tools, but don’t make the mistake of not filing. Even if the form is signed and sealed, it will not be accepted by your financial institution if it is not filed—unintentionally leaving your loved ones out in the cold despite your good intentions. Read more…

Assets with Sentimental Value Require Extra Planning

When planning your estate, you’re likely focused on major assets, such as real estate, investments and retirement plans. But it’s also important to “sweat the small stuff” — your tangible personal property. Read more…

Naming a Trustee May Be One of the Most Important Decisions of Your Life

When it’s time to appoint a trustee, often the choice is between a person, such as a trusted friend or family member, or a financial institution. The final decision isn’t so easy. Read more…

A Divorce Necessitates an Estate Plan Review

A divorce is a life event which calls for an estate plan review and possible revisions. If alimony payments are part of a divorce agreement, be aware that the Tax Cuts and Jobs Act has changed alimony rules. Read more…

Make Health Care Decisions While You Are Healthy

Estate planning isn’t just about what happens to your assets after you die – it is also about having a plan for making critical medical decisions in the event you are unable to make them yourself. Read more…

Estate planning for single parents requires special considerations

Are you a single parent of minor children? Be sure your estate plan accounts for these specific circumstances. Read more…

Understanding Taxes and Trust Distributions

Understanding the tax implications of different types of trusts can be complicated, but it’s important to be aware of this aspect. Revocable and irrevocable trusts are taxed differently because of who maintains control over the assets. Read more…

It Isn’t Too Late to Keep This New Year’s Resolution

To truly make a difference in your life, consider making resolutions that will help ensure the financial security of your family. Read more…

Planning for Incapacity Is Essential

Estate planning is not just about writing wills and trusts – do not make the mistake of overlooking incapacity planning, which addresses what happens if you are unable to make medical decisions or handle your finances because of a medical condition. Read more…

Estate Planning for Baby Boomers

As Depression-era parents pass away, you might start thinking about your own estate planning needs and desires. Regardless of your financial situation, estate plans can help smooth the transition for your family – and not having one can be a mistake. Read more…


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Edwardsville, IL 62025

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