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

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...

The Mid-Year Estate Planning Checklist for Illinois Families

Your Estate Plan was accurate the day you signed it. The question is whether it still reflects your life six months, two years, or one major financial decision later. Most families don’t find out their plan has missing pieces until they need it to work. Why...

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

More couples than ever are building deep, lasting relationships without ever walking down the aisle. Whether by choice, circumstance, or principle, many Americans are opting out of marriage—but not out of commitment. Data indicate that cultural norms regarding...

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

In 2025, what is the total amount of money and property you can gift during your lifetime and leave at your death to your loved ones (other than to your spouse) without owing federal estate tax? $5 million $15 million $13.99 million as much as you want The correct...