Special Needs Trusts in Illinois: What Every Family Should Know

KEY TAKEAWAYS A direct inheritance can push an adult child on SSI over the $2,000 limit overnight. Equal shares can put a disabled child’s inheritance in their own name, inviting court supervision. Naming your child directly on a beneficiary form means your Special...

Plan Smart, Live More: Test Your Estate Planning IQ!

KEY TAKEAWAYS How well do you know your estate planning documents? Do you know what happens to your assets if you die without a will? Not all assets follow the same rules when it comes to inheritance. Do you know what sets a will and a trust apart? The right...

Digital Vaults: The Estate Planning Tool Your Family May Be Missing

KEY TAKEAWAYS A digital vault may be the missing piece in your family’s preparedness plan. Important information isn’t always easy to find when it matters most. Who can access your information may be just as important as where it’s stored. Not all...

Who Speaks for You? Choosing Trusted Decision-Makers Without Adult Children

KEY TAKEAWAYS Estate planning without adult children comes with some important considerations. Those closest to you may not have the authority to act for you. Choosing the right decision-makers involves more than trust alone. Having a backup plan can be just as...

Considerations Before You Head South for the Winter

KEY TAKEAWAYS Where you call home can have consequences beyond your address. Your estate plan may not work exactly the same everywhere you live. Some important details are easy to overlook before heading south. Not every power of attorney works the same way. Living in...