The Tax Trap of Retiring Out of State: Why Lower Income Taxes Don’t Always Mean Bigger Savings

April 22, 2025

changing states for retirement for tax savings may seem like a sound financial move, but the full picture often reveals otherwise. Housing costs, insurance premiums, property taxes, and even estate taxes can offset or outweigh the benefits. If you’re a Naperville resident considering retirement out of state, talk with a qualified Naperville estate planning attorney before making a decision.

Pitfalls of Joint Ownership

April 14, 2025

Joint ownership may seem like an easy way to share asset., However, it can create legal, financial and tax complications that could harm you and your heirs.

Timeshares and Vacation Clubs: The Migraine Headaches of Inherited Property

March 27, 2025

Inheriting a timeshare often comes with financial burdens, ongoing fees and legal complications that heirs may not anticipate.

Avoid a Crypto Disaster

February 18, 2025

While the focus tends to be on the growth of the asset class and opportunities to prosper, for many cryptocurrency investors, more attention must be paid to transferring assets to loved ones and protecting the store of wealth from unfounded and frivolous lawsuits.

How to Avoid Estate Planning Mistakes in 2025

January 29, 2025

If these things get overlooked, you risk leaving your loved ones with extra challenges during what’s already a tough time.

How Do I Handle Estate Planning for Blended Families?

November 11, 2024

Money matters can get complicated when two families unite. Planning is key.

Does a Bank Account Beneficiary Override a Will or Trust?

August 22, 2024

Beneficiaries, in general, are people or entities that the holder of an account designates to receive the assets in the account, typically, in the event of the account holder’s death.

How Do Powers of Attorney Work?

August 5, 2024

Are you worried about what might happen to your accounts and investments if you become disabled or incapacitated?

Planning for Online and Digital Assets

July 29, 2024

Digital assets are now a major cause of problems in settling and distributing estates. You must carefully consider and incorporate your digital life into the estate plan.

Naperville Estate Planning Minute: Just What Is in an Estate Plan?

May 11, 2023

Unfortunately, death doesn’t just happen to other people. We should all get our affairs in order, so that our loved ones can focus on grieving and moving on once we pass.