family protection planning

Family Protection

elder care planning

Elder Care

Estate Tax Planning

Estate Tax

Upcoming Events

contact us

Dover Straits - 890 US-45, Mundelein

Dinner: Tuesday, June 6th, 6:30pm
Dinner: Wednesday, June 7th, 6:30pm

Emmett's Brewery Company - 110 N Brockway, Palatine

Dinner: Tuesday, July 11th, 6:30pm
Dinner: Thursday, July 13th, 6:30pm

Dover Straits - 890 US-45, Mundelein

Dinner: Tuesday, Sept 12th, 6:30pm
Dinner: Wednesday, Sept 13th, 6:30pm

Please RSVP to reserve your seats
Call to reserve your place(s) at 1-847-940-0607

During these informative workshops, you’ll learn how to:

  • Use a living trust-based estate plan to better accomplish your estate planning goals.
  • Determine if your current trust or will contains the most current and advanced planning techniques.
  • Maintain complete control of your assets and dispose of them as you direct at your death.
  • Avoid the expenses and delays of probate, especially for real estate owned in other states.
  • Protect up to seven million dollars from federal and Illinois estate taxes.
  • Protect your children’s inheritance from creditors, lawsuits and failed marriages.
  • Protect your estate from long term care expenses and nursing homes under the new harsher Medicaid regulations.
  • Find out about the little known benefits available for wartime veterans needing care.

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