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Estate Planning (Wills and Trusts) Law

Be prepared for unexpected life events with Estate Planning

Maintain and Protect Your Legacy. Once you begin to Build Your Legacy, you need to Maintain and Protect it. If you do not plan properly for unexpected incapacity or death, your family will potentially have to deal with burdensome administration, unnecessary costs, and risk of unintended recipients on top of emotional issues.

We cannot stop a storm, but we can sure plan for one. Wills, Trusts, and Power of Attorneys are legal tools used to make sure that assets are given to the correct parties.

Let’s learn about the 3 set of documents here:

Will

Generally speaking, a Will handles the administration of your Estate.

This includes items such as Guardianship over your children, Burial requests, and Distribution of Assets through the process of Probate.

Trust

Loosely speaking a Trust is a vehicle that handles the distribution of assets.

Sometimes giving assets to loved ones is not as easy as you may think. For example, you may want to make sure that distributions of your Estate to your children happen at certain times and events to ensure that your children are ready for the responsibility of the asset.

Power of Attorney

A Power of Attorney is giving someone else the power to sign or make a decision on your behalf. Most people have 2 Power of Attorneys.

Property:

This allows someone to sign or make certain financial decisions for you if you are not available or competent.
Healthcare:

This allows someone to sign or make certain health decisions for you if you are not available or competent.

Watch a video of Estate Planning Basics here:

For over 14 years, we have managed hundreds of Estate Plans. Whether you are having your first baby or dealing with an elderly parent we can help. We have broken the Estate Planning Process down to 3 Steps:

1) Interview
2) Creation
3) Proper Funding

Contact Us if you would like to start a conversation on how to build your wealth with real estate.

A simple 10 minute phone conversation can determine if our services can help you

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What Our Clients Have to Say

I used Don for the purchase and sale of my home and he was great. In particular I loved his directness and candor. He's always willing to talk on the phone and response time is very quick. The rest of his team was great also. No complaints and will definitely be using him for any future purchase

David D.

Philadelphia

We used Don and his team for the recent sale of our condo in Chicago. This was our first home sale and the entire team was happy to walk us through the entire process, very responsive to both us and the buyers, and made it a very painless process for us.

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Chicago, IL

I've used Don a few times, as both buyer and seller. He is very communicative and efficient, as well as friendly. I don't hesitate to recommend him first to anyone doing real estate transactions in Chicago.

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