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High Net Worth Advanced Planning Case Study

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

What The Current Estate Tax Law Means For Advisors

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

Who Will Make Your Health Care Decisions if You Cannot? The Illinois Health Care Surrogate Act vs. the Illinois Power of Attorney...

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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