Estate Planning for Your Clients’ Golden Years

  Estate planning is important for everyone, regardless of age. After living through the unprecedented pandemic, many people have a new perspective on life. However, although the pandemic generated more interest in estate planning, a 2021 study conducted by...

Planning to Receive an Inheritance?

  When we think of estate planning, we often think about preparing our accounts and property to go to our loved ones in a tax-efficient way, protected from probate, disgruntled heirs, beneficiaries’ creditors, divorcing spouses, bankruptcy, and the poor spending...

Advisors: Helping Clients with Anticipated Inheritance

  When we think of estate planning, we often think about preparing our clients’ accounts and property to go to their loved ones in a tax-efficient way, protected from probate, disgruntled heirs, beneficiaries’ creditors, divorcing spouses, bankruptcy, and the...

The Palos Park Property Sisters: Get Pre-Approved and Ready to Move

This month the Property Sisters share advice for a smooth real estate closing. No matter how intricate the need, Eileen and Bridget have seen it all, and share their combined 40 years of wisdom for your property and estate planning needs.   Buyers and Sellers: Be...

Living, Testamentary, and Constructive Trusts: Are They All the Same?

  In the world of estate planning, terms that refer to legal documents such as wills, trusts, powers of attorney, and healthcare directives can be confusing and even overwhelming at times. What is a will, and how does it differ from a trust? What distinguishes a...