Category: Blog

A Guide to Online Notaries

Through the wonderful magic of technology, you no longer have to physically be with someone to officially notarize a document. However, you may have many questions regarding how this works and what you would have to do.  What is a Notary, and When Do You Need One? To begin with, what is a notary, and […]

A Chicago Cop, George Halas, and Prince

What could those three people possibly have in common? Horrendous estate planning.

Know Your Health Care Rights

We have all experienced the health care system. Honestly, can you say you are looking forward to your next experience? Part of it is the uncertainty of what we will find out. However, most of our anxiety and frustration is about the feeling we are not in control. Well, you can be, and you have the right to be in total control of your health and your care.

Have Your Beneficiaries Been Reviewed Lately?

There are various reasons why your listed beneficiaries might not fit your current intentions. It can also prove costly because of circumstances beyond your control.

Pets Should Not Be Overlooked in Your Living Trust

Pets are Family We can all admit it. Our pets are part of our family. And they’ve earned it. What will happen to your pets when you are gone? It can be hard enough to face the reality that our time is limited, but our pets might very well outlive us.  Certainly, you should prepare […]

Your Fall Planning Checklist

There are certain times of the year and certain times in your life when you should take a step back and organize. Under ordinary circumstances, fall is one of those times.

Steps to Take After the Death of a Family Member

Death can preoccupy us during the COVID-19 crisis. There can be some good in that if we finally take care of our estate plan. Having a current estate plan makes all the difference for our family when the time comes. And when we do what is necessary, we can get on with the business of […]

How Zoom Helps You Take Care of What’s Important

There is good that comes from every challenging situation. Often, we have to let go of our resistance and take advantage of new opportunities. Most noteworthy, Zoom meetings are one of those opportunities.

COVID19 Living Trust for Your Peace of Mind

Notice: In consideration of their front line work every day during this crisis, we are offering free Health Care and Financial Power of Attorney Documents to all Health Care Workers and First Responders. A complete Living Trust estate plan is offered for a 50% fee reduction. We can set up a remote signing in the comfort and safety of home.

How Does the New SECURE Act Affect You?

On January 1, 2020, the SECURE Act became law. The new law will affect most retirement plan and IRA participants. SECURE Act Changes Affecting You Now The age limit is removed for contributions to traditional IRAs. Before the SECURE Act, you were required to stop making contributions at age 70½. However, now you can continue […]