When I was a kid, my grandparents had a phrase they loved to throw around: “Shirtsleeves to shirtsleeves in three generations.” At the time, I figured it was just one of those old-timey sayings like “Don’t count your chickens before they hatch” or “Don’t touch the thermostat.” But as an estate planning attorney in Lake County, Illinois, I see the truth of it every day. Wealth is hard to build—and even harder to keep.

So, how do you make…
Continue Reading How to Build Generational Wealth (Without Winning the Lottery)

You’ve worked hard to build a life of success and security for your family. But without an estate plan, everything you’ve built could be left vulnerable—leading to stress, legal battles, and uncertainty for the people you love most.
What Happens Without an Estate Plan?
Imagine this: A successful business owner suddenly passes away, leaving behind a thriving company and substantial assets—but no estate plan. His grieving family is left scrambling. Legal fees pile up, probate drags on for months…
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As a high-net-worth individual, you’ve worked hard to build wealth and acquire valuable assets. But have you ever stopped to consider whether your children actually want to inherit everything you plan to leave behind? While sentimental items and financial security are often appreciated, many heirs find themselves overwhelmed by burdensome assets, outdated possessions, and complicated estate matters.

Here’s a modern approach to estate planning that ensures your wealth is passed down in a way that benefits—not burdens—your loved ones.
Continue Reading Things Your Kids Don’t Want to Inherit

Valentine’s Day is all about showing love to those who matter most to you. While flowers and chocolates are classic tokens of affection, consider going the extra mile this year by planning for your loved ones’ future through comprehensive estate planning.
As a trusted estate planning attorney serving Libertyville, IL, and the greater Lake County area, our firm has seen how a well-crafted estate plan can provide peace of mind and long-lasting security for families. This Valentine’s Day, let’s…
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Estate planning is vital for everyone, regardless of age or financial status. Illinois law clearly outlines key documents that residents should have in place to protect their assets and ensure their wishes are honored. Proactively creating these documents can save your loved ones significant stress and confusion in the future.
Essential Estate Planning Documents for Illinois Residents
1. Last Will and Testament
A Last Will and Testament allows you to outline how your assets will be distributed after your…
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Creating a comprehensive estate plan is a vital step toward ensuring your wishes are carried out and your loved ones are taken care of after you’re gone. However, equally important is knowing how and where to store these critical documents. Proper storage and accessibility are key to effective estate planning. Here are three steps to ensure your estate planning documents are secure and available when needed.
Step 1: Organize Your Estate Planning Documents
The first step is to gather…
Continue Reading A Guide to Storing Your Estate Planning Documents