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Many times clients come to us with complex planning issues that we would like to solve for. Here is a good example of how one couple achieved their goals and objectives through advanced planning using a well thought out...more
Never before has collaboration become so important in meeting the needs of high net worth clients. Faced with so much uncertainty, the most important role of the advising team is to focus on what they can help the client...more
Have you considered who will be making health care decisions for you if you cannot make them yourself? Under the Health Care Surrogate Act, 755 ILCS 40/1, the State of Illinois has established a plan for your decision-making...more
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