Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners

KEY TAKEAWAYS Commitment alone may not give your partner legal protection. Without a plan, state law may decide who inherits your assets. Estate planning can protect more than what happens after death. Some accounts may not follow the instructions in your will or...

Do Not Let Your Money and Property Go to the State: Why You Need an Estate Plan

KEY TAKEAWAYS Without an estate plan, state law may make important decisions for you. Some of the people who matter most to you may not automatically inherit. Even an existing estate plan can leave unexpected gaps. Estate planning gives you choices state law does not....

Medicaid Planning in Illinois: How to Protect the Assets You Have Built While Qualifying for Care

A single stretch of long-term care can consume in a year what took decades to build. That is the quiet financial risk sitting inside most family plans, and it is one of the few that a Will and a Trust alone do not fully address. Medicaid planning is how families...

Where Is the Best Place to Store Your Original Estate Planning Documents

KEY TAKEAWAYS Accessibility matters as much as security when storing estate planning documents. Safe deposit boxes can create access problems. A home safe can provide secure, accessible storage. Professional storage may offer another secure option. Make sure someone...

A Dementia Diagnosis Changes More Than Healthcare: Seven Legal Moves to Make While You Still Can

KEY TAKEAWAYS A dementia diagnosis does not automatically mean loss of legal capacity. Medical diagnosis and legal capacity operate on different timelines. Waiting can significantly reduce a family’s options. Several legal and financial matters should be reviewed...