Does your estate plan cover crypto, AI, and cloud data? Discover why estate planning for digital assets is essential for ...

Own a lake house in WI or IL? Avoid probate and family disputes with strategic estate planning for vacation homes. Secure your legacy today.

Protect your future together with strategic estate planning for couples. Discover tips for couples from trusted estate ...

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

Most people think of estate planning as something that only matters after they’re gone. But for many families — especially for professionals, business owners, and parents — incapacity planning is just ...

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, ...