Discover why licensed professionals and business owners need integrated estate & business planning to safeguard their ...

Schedule your Family Wealth Planning Meeting today. Our educational process helps families in Illinois and Wisconsin protect their legacy.

Learn why incapacity planning is essential to protect your finances, family, and medical wishes. Discover the key documents ...

A business is often a family’s largest asset — but many owners don’t realize that structure determines how easily ownership transfers when something happens. Ownership is tied to shares, which can ...

Corporate executives in Wisconsin often receive a large portion of their compensation through restricted stock units (RSUs), stock grants, or employer equity awards. As your shares vest, they can ...

Most physicians don’t have a written plan for who takes over the practice—or how ownership transitions legally and financially. A buy-sell agreement can ensure your family receives the value of the ...

And the honest answer is usually: not yet. Selling a company — especially a family-owned business — isn’t just a financial transaction. It’s a major estate planning event. If your estate plan isn’t ...

Estate planning for dentists doesn’t need to be complicated. What happens to your dental practice—and your wealth—when you decide to sell or retire? For Illinois dentists, selling a dental practice ...

When most people think about estate planning, they picture bank accounts, real estate, investments, or family heirlooms. But in today’s world, an equally important part of your legacy lives online: ...

The executor files the will with the probate court in the county where the deceased person lived. They also petition the court to be formally appointed as executor. The executor must notify all heirs, ...

Most families hope that love will keep them united after a loved one passes. Unfortunately, probate courts in Illinois tell a different story. Disputes over estates are surprisingly common, and once ...