Estate planning is the process by which an individual passes on wealth to his or her family and other intended recipients. The form in which this transfer takes place should be appropriate to the person receiving it. Cost effective estate planning can seek to minimize associated transfer expenses.

Additionally, estate planning involves how you wish your assets handled should you become disabled. Granting decision-making power through power of attorney for health care and property to trusted individuals or entitles assures that your wishes will be carried out in all circumstances.

Estate planning is termed a process because it is on-going. As personal or family circumstances change, wills, trusts, and other estate planning documents will need to be revised.

To arrange an appointment, please contact us online or call 312-427-9150.