Resources

Unlike most glossaries, ours includes not only definitions, but also Commentary and numerous Examples. Our purpose in providing our Glossary is to “de-mystify” some of the more commonly-used, but often misunderstood, terms and phrases relating to Trusts and Estates.

Take this simple test to see if your estate plan measures up.

Just exactly who will receive your property and assets if you designate your surviving descendants, per stirpes, as your beneficiaries?

In an effort to assist our Clients in understanding documents and processes, we make extensive use of Flow Charts. Here are a couple of examples.

We believe strongly in “taking the extra step” to insure that your Medical Directives and Emergency Medical Info are instantly available if and when they are ever needed.

Comparison of the 8 basic Wealth Transfer Planning Strategies that are available to all of us.

Many people have never seen the free, Last Will and Testament provided by the State of Illinois. Here is a sample you can review.

You may find articles about almost anything here, and many of them will have absolutely nothing to do with Trusts or Estates.

We make our Trusts & Estates Brochures available to the professional advisors with whom we work, and also to those of our Clients who wish to have a more thorough understanding of various Trusts and Estate topics.