You’ve worked hard to earn your belongings and money, and deserve to have a say in what happens after you’re gone. An estate plan will ensure your family has a clear understanding of your wishes, and feels protected from surprise expenses and taxes.
There are many options available to create your estate plan, but here’s the bottom line: we want to make it easy to pass on your assets. Keeping this as simple as possible will help avoid probate, unnecessary legal fees, and stress that comes with not having a plan in place.
Preparing yourself, as well as the next generation, will ensure your family has the peace of mind they deserve to carry your legacy forward.
Call us today to get started: 217.824.4211.
Read more about Estate Planning
What does estate planning have to do with your financial advisor? Today I want to talk about why Estate Planning is on our services list. We're not attorneys, so what do we, as financial advisors, have to do with estate planning? Oftentimes, in addition to estate...
I remember the day we met with our attorney to get our estate planning done. It was the middle of summer during the week. Do you know how I remember? Because our 14-year-old son was with us. When I say he was with us I don't mean he sat in the waiting room and played...
There's plenty of advice out there for executors, but it generally comes from the perspective of estate planning attorneys. While they know a lot about the topic, there were some things from the perspective of a financial advisor that we wanted to dig into -- things...