Window Of Opportunity: Legal Steps to Take When You First Notice Memory Problems

KEY TAKEAWAYS Early memory problems don’t necessarily mean it’s too late to make legal decisions. A diagnosis doesn’t determine legal capacity—understanding does. There may be a limited window to put important legal documents in place. Powers of Attorney and other key...

Too Late to Plan: Navigating Legal and Financial Barriers After Dementia Progresses

KEY TAKEAWAYS Once legal capacity is lost, many traditional Estate Planning options may no longer be available. Even close family members or a spouse may not have the legal authority to step in. Without the right documents, accessing finances, medical information, and...

What Happens to Your Estate If You Die Without a Will in Illinois?

In Illinois, everyone already has an estate plan, whether they wrote one or not. If you die without a Will, the state of Illinois has one waiting for you, and it was not written with your family in mind. That plan is called intestate succession, and it follows a fixed...

Estate Planning for High Net Worth Families in Illinois: Beyond the Basics

A standard Estate Plan does its job well up to a point. Will, Trust, Powers of Attorney, beneficiary designations in order. For many families, that structure holds. For families whose wealth has grown significantly, that structure is often the floor, not the ceiling....

What Is a Pour-Over Will, and Why Do You Need One With Your Trust?

Most people with a Living Trust assume the Trust does all the work. Set it up, fund it, and everything flows the way you intended. Then life happens. A new bank account opened last year, or a settlement check landed after everything else was in place. Maybe you...

Estate Planning After Divorce in Illinois: What You Need to Update Immediately

Most people with a Living Trust assume the Trust does all the work. Set it up, fund it, and everything flows the way you intended. Then life happens. A new bank account opened last year, or a settlement check landed after everything else was in place. Maybe you...