Most people understandably do not know where to start when it comes to estate planning. Whether you don’t have an estate plan or if your estate plan hasn’t been updated, it is in your interest to meet with a fiduciary CERTIFIED...
estate planning
How Estate Planning has Been Affected by COVID-19
October 12, 2020 Estate Planning, Financial Planning Tips
The COVID-19 pandemic has changed life as we know it. The way we work, learn, eat, and play in Libertyville, IL, (1) and beyond might not return to normal for months or possibly years to come. The pandemic is also affecting ...
How a Financial Advisor Can Help You With Estate Planning
April 6, 2020 Estate Planning, Financial Planning Tips
Many people think estate planning involves a lawyer more than a financial advisor. Estate planning, after all, concerns what happens should you become incapacitated or die. It’s the province of powers of attorney and wills.
Retirement relocation tips – Moving Checklist for Retirees, Packing tips, and more!
April 18, 2019 Estate Planning, Retirement Planning, Next Generation Finances
Living your most illuminated retirement means going for what you’ve always wanted, and for many that can mean putting together a moving checklist, seeking out retirement relocation tips, and moving to the home of your dreams. If...
Don't Fall Asleep at the Wheel (Of Life)
April 10, 2018 Estate Planning, Financial Planning Tips, Investing
We’ve all heard of (or experienced) the “annual review.” Especially common in corporate environments, this review typically goes over the following: